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Learning Microsoft Dynamics 365: The Basics

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Overview

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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.

Syllabus

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

Taught by

Gini von Courter

Reviews

4.7 rating at LinkedIn Learning based on 892 ratings

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