In this session of Dynamics 365 Basic Configurations we will walk you through the process of creating tables (entities), columns (fields), forms, views (list of records), and apps. We hope you enjoy!
The tutorial discusses how to configure Dynamics 365 Sales (CRM) as per unique business requirements and processes. This involves primarily adding and removing columns from tables, forms, and views, tailoring the lead-to-opportunity business process flow, and creating a new table and relationship. Those interested in the MB-210 exam or configuring for their own businesses may find this resource beneficial.
Dynamics 365 Sales is part of Microsoft's Dynamics 365 suite of business applications. It is a versatile tool that offers a comprehensive range of services and benefits.
Dynamics 365 Sales aims at enhancing the abilities of sales teams and improving their performance by providing an all-encompassing and customisable framework for operations. With a robust base design and flexible configuration features, this tool can be moulded as per specific business requirements and processes. This relatively easy configuration process enables businesses to add or remove columns from tables, and forms, tailor lead-to-opportunity business flows and build new tables and relationships, thereby streamlining business operations and enhancing efficiency.
Microsoft Dynamics 365 Sales (CRM) is a powerful business application that offers a lot of features out of the box. However, organisations may want to tailor the application to their specific requirements or business processes. This tutorial will guide users step by step through three types of configuration that are possible - adding and removing columns from tables, forms, and views, tailoring the lead to opportunity business process flow, and creating a new table and relationship. Dynamics 365 Sales is part of Microsoft's Dynamics 365 suite of business applications. It offers users a range of features to help them manage their day to day operations, such as customer relationship management, sales automation, and marketing automation.
It also provides tools and resources for business process automation, data analysis, and reporting. In order to configure Dynamics 365 Sales, users need to first understand the environment and solutions available. This includes understanding the different types of objects that can be configured, such as tables, forms, and views. Once the environment and solutions are understood, users can then add and remove columns from tables, forms, and views as desired. The lead to opportunity business process flow can also be tailored to match the user's specific requirements. This involves creating the necessary stages in the process and specifying the tasks that need to be completed for each stage. Once this is done, users can then create a new table and relationship in order to store the data related to the business process. Finally, users can also edit the navigation menu of Dynamics 365 Sales to make it easier to find and access the different elements of the application.
This will help users to quickly find the information they need and access the features they require. By following this tutorial, users can learn how to configure Dynamics 365 Sales to meet their specific needs. This tutorial will help them gain the necessary skills and knowledge to pass the MB-210 exam or configure Dynamics 365 Sales for their own business.
"Configure Dynamics 365 Sales CRM", "Lead to Opportunity Business Process Flow", "Create Table Relationship", "Edit Dynamics 365 Navigation Menu", "Dynamics 365 Suite of Business Applications"