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Dynamics 365 Sales (CRM): Tutorial for Beginners
Dynamics 365
Feb 21, 2023 11:30 AM

Dynamics 365 Sales (CRM): Tutorial for Beginners

by HubSite 365 about Xperience
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A complete tutorial for beginners on how to use Dynamics 365 Sales (CRM). 0:00 - Introduction to Dynamics 365 Sales 0:59 - Navigation, search, and security 5:40

Dynamics 365 Sales (CRM) is a powerful customer relationship management (CRM) platform that helps organizations streamline and automate their sales processes. It’s an excellent tool for tracking leads, managing accounts, and automating marketing activities. This tutorial provides you with the basics of Dynamics 365 Sales (CRM), including how to use it to create contacts, accounts, opportunities and more. You will also learn how to customize your CRM experience by setting up views, dashboards and reports. Finally, this tutorial covers advanced topics such as integrating email campaigns into Dynamics 365 Sales (CRM).

A complete tutorial for beginners on how to use Dynamics 365 Sales (CRM).

  • 0:00 - Introduction to Dynamics 365 Sales
  • 0:59 - Navigation, search, and security
  • 5:40 - Account management and views
  • 13:50 - Contact management and timelines
  • 16:03 - Outlook integration and Viva Sales
  • 21:07 - Creating new records
  • 23:21 - Leads, opportunities, connections, Teams Collaboration
  • 39:27 - Sales sequences / sales enablement
  • 44:00 - Configuring Dynamics 365 Sales

Microsoft dynamics 365 Tutorial - In this Tutorial, You will Learn in-depth ... The sales module is one of the prominent modules within the CRM system.

Learn the fundamentals of Microsoft Dynamics 365 Sales. ... This learning path helps prepare you for Exam MB-910: Microsoft Dynamics 365 Fundamentals (CRM).

This tutorial is targeted for Microsoft Dynamics CRM developers beginning to learn Dynamics CRM or developers who are looking for a specific functionality ...

Learn the basics to become an Expert of Microsoft Dynamics 365 (CRM) Enterprise Solution and Boost Your Career Growth. - Free Course.