Learning Microsoft Dynamics 365: The Basics

Course Overview

Learn the basics of using Dynamics 365, the cloud-based CRM tool from Microsoft. See how to create records, track activities, work with leads and opportunities, and more.

Course Circullum

Introduction

Use Dynamics 365 for end-to-end business management
What you need for this course

1. Dynamics 365 Data and Processes

Dynamics 365: The basics
Records: The basics
Dynamics 365 user interface
Sales record types: The basics
Business processes: The basics

2. Get Started

Log into Dynamics 365
Getting around in Dynamics 365
Use search to locate a record
Lists: View, sort, filter, set default view
Create a new record

3. My Work: Dashboards and Activities

Dashboards: The basics
Drill down in a chart segment
Drill down in a Power BI dashboard
Follow and pin records
Create an activity
Complete, cancel, or delete an activity
Create and edit appointments

4. Qualify a Lead

Create a lead
Edit a lead
Assign and share leads
Qualify a lead
Disqualify a lead

5. Work on an Opportunity

View and create opportunities
Convert an activity to an opportunity
Develop an opportunity
Work on the proposal
Create a quote
Print or summarize an opportunity
Complete the closing stage
Close orders and mark as won or lost

Conclusion

Next steps

Gini von Courter

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This Course Include: