Start Up Guide For Microsoft Dynamics 365 [Video]

More Information
  • Set up a Dynamics CRM trial instance
  • Understand basic navigation
  • Perform CRUD Operations on CRM records (Create, Retrieve, Update, Delete)
  • Analyze data using dashboards, charts, and reports
  • Import and export data from Dynamics CRM
  • Work with Dynamics CRM using mobile and tablet applications
  • Working with Dynamics CRM using Outlook
  • Working with Leads, Accounts, Opportunities, and Campaigns

This course begins with an introduction to the concept of Customer Relationship Management (CRM) and why is it important for any business. We then quickly dive into a product Microsoft is offering in the CRM space - Dynamics CRM or Dynamics 365. Next, you’ll learn to set up a trial instance to play around with the system and get comfortable with it.

Moving on, the course walks you through different aspects of Dynamics CRM such as its data model, records management, and sales pipeline analysis using dashboards, charts, and reports. You will also see how bulk data can be modified via Excel and imported back into the system. We’ll also look at how data can be taken mobile with the Dynamics CRM mobile and tablet client and Microsoft Outlook so that the sales workforce who are in the field have the right access to the right resources at the right time.

The course ends with a quick demonstration of a typical sales cycle for any organization and how it can be moulded in Dynamics CRM.

Style and Approach

This course contains in-depth content balanced with tutorials that put theory into practice. The focus is on giving you both the understanding and the practical examples that will allow you indulge in the world of Microsoft Dynamics 365.

  • Understand the basics of Microsoft Dynamics 365 and how to quickly analyze CRM data to get a holistic view of your entire business
  • Take CRM data everywhere you go with its mobile and tablet applications
  • Integrate with the entire Microsoft Office Suite and work with Dynamics CRM data
Course Length 2 hours 44 minutes
ISBN 9781788296328
Date Of Publication 30 May 2017


Piyush Paliwal

I'm Piyush Paliwal, your host for this course. I've been working as a Microsoft Dynamics CRM consultant for more than half a decade and have been associated with Microsoft for a few years now. During this time, I've helped various customers manage their sales pipeline by bringing their business processes in Dynamics CRM or Dynamics 365, which is what we have today. In my free time, I usually go for a drive and I also like to swim.