Start Up Guide For Microsoft Dynamics 365 [Video]

Start Up Guide For Microsoft Dynamics 365 [Video]

This video is included in a Mapt subscription
Piyush Paliwal

Explore a typical sales cycle for any organization and how that can be moulded in Dynamics CRM
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Video Details

ISBN 139781788296328
Course Length2 hours and 44 minutes

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.

Table of Contents

The Basics
The Course Overview
What is CRM and Why it is needed?
Introduction to Microsoft Dynamics 365
Setting Up a Trial Instance of Dynamics 365
Moving around in Microsoft Dynamics 365
Personalize Dynamics to Suit Your Needs
Working with Data
How Does Dynamics CRM Data Model look?
Playing with Records
Import/Export Data in CRM
Typical Sales Cycle- Demo
Data Analysis
Advanced Find – Strongest Search Tool
Create Views
Explore Trends with Charts
Need 360 View of Business
Working with Reports
Mobility, Integrations, and What’s Next
Go Mobile with Dynamics CRM Mobile Client
Go Mobile with Dynamics CRM Tablet Client
Exploring How Well Dynamics CRM Talks to Outlook
Ease Up the Sales Document Writing
Start Analyzing Data with Excel Templates
Do More with Dynamics 365

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

Table of Contents

The Basics
The Course Overview
What is CRM and Why it is needed?
Introduction to Microsoft Dynamics 365
Setting Up a Trial Instance of Dynamics 365
Moving around in Microsoft Dynamics 365
Personalize Dynamics to Suit Your Needs
Working with Data
How Does Dynamics CRM Data Model look?
Playing with Records
Import/Export Data in CRM
Typical Sales Cycle- Demo
Data Analysis
Advanced Find – Strongest Search Tool
Create Views
Explore Trends with Charts
Need 360 View of Business
Working with Reports
Mobility, Integrations, and What’s Next
Go Mobile with Dynamics CRM Mobile Client
Go Mobile with Dynamics CRM Tablet Client
Exploring How Well Dynamics CRM Talks to Outlook
Ease Up the Sales Document Writing
Start Analyzing Data with Excel Templates
Do More with Dynamics 365

Video Details

ISBN 139781788296328
Course Length2 hours and 44 minutes
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