Start Up Guide For Microsoft Dynamics 365 [Video]

Code Files

Start Up Guide For Microsoft Dynamics 365 [Video]

Piyush Paliwal

1 customer reviews
Explore a typical sales cycle for any organization and how that can be moulded in Dynamics CRM
Packt Subscription
FREE
$8.33/m after trial
Video
$106.25
RRP $124.99
Save 14%
What do I get with a Packt subscription?
  • Exclusive monthly discount - no contract
  • Unlimited access to entire Packt library of 6500+ eBooks and Videos
  • 120 new titles added every month, on new and emerging tech
What do I get with an eBook?
  • Download this book in EPUB, PDF, MOBI formats
  • DRM FREE - read and interact with your content when you want, where you want, and how you want
  • Access this title in the subscription reader
What do I get with Print & eBook?
  • Get a paperback copy of the book delivered to you
  • Download this book in EPUB, PDF, MOBI formats
  • DRM FREE - read and interact with your content when you want, where you want, and how you want
  • Access this title in the subscription reader
What do I get with a Video?
  • Download this Video course in MP4 format
  • DRM FREE - read and interact with your content when you want, where you want, and how you want
  • Access this title in the subscription reader
$0.00
$106.25
$0 p/m after trial
RRP $124.99
Subscription
Video
Start 10 Day Trial

Frequently bought together


Start Up Guide For Microsoft Dynamics 365 [Video] Book Cover
Start Up Guide For Microsoft Dynamics 365 [Video]
$ 124.99
$ 106.25
Configuring and Extending Dynamics 365 Customer Engagement [Video] Book Cover
Configuring and Extending Dynamics 365 Customer Engagement [Video]
$ 124.99
$ 106.25
Buy 2 for $35.00
Save $214.98
Add to Cart

Video Description

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.

Video Preview

What You Will Learn

  • 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

Authors

Video Details

ISBN 139781788296328
Course Length2 hours 44 minutes
Read More
From 1 reviews

Read More Reviews

Recommended for You

Configuring and Extending Dynamics 365 Customer Engagement [Video] Book Cover
Configuring and Extending Dynamics 365 Customer Engagement [Video]
$ 124.99
$ 106.25
Getting Started with TensorFlow for Deep Learning [Video] Book Cover
Getting Started with TensorFlow for Deep Learning [Video]
$ 124.99
$ 106.25
Blender for Video Production Quick Start Guide Book Cover
Blender for Video Production Quick Start Guide
$ 23.99
$ 16.80
Professional Microsoft Azure DevOps Engineering Book Cover
Professional Microsoft Azure DevOps Engineering
$ 199.99
$ 170.00
Real-World JavaScript: Pro-Level Techniques for Entry-Level Developers [Video] Book Cover
Real-World JavaScript: Pro-Level Techniques for Entry-Level Developers [Video]
$ 124.99
$ 106.25
Black Hat Python for Pentesters and Hackers [Video] Book Cover
Black Hat Python for Pentesters and Hackers [Video]
$ 124.99
$ 106.25