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Migrating from Salesforce to Dynamics 365

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Overview

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Learn how to migrate your sales workflows from Salesforce to Dynamics 365. Discover how to run reports, work with contacts and leads, and close deals in Dynamics.

Syllabus

Introduction
  • Stay productive when switching CRM
  • Managing change
  • Who is this course for?
1. Dynamics: Get Started
  • Basics of Dynamics
  • Navigate the Sales workspace
  • Sales flow overview
2. Map Workflows
  • Work with leads
  • Collaborate in Dynamics 365
  • Differences in contact status
  • Map tasks
  • Map recurring appointments
  • New features of Dynamics 365
3. Rethink Reporting
  • Create sales reports
  • Modify dashboards
4. Make the Switch
  • Move data from Salesforce to Dynamics
  • Avoid working in both platforms
  • Recreate email templates
5. Get the Most Out of Dynamics
  • Work with Microsoft Flow
  • Integrate with SharePoint
  • Work with Dynamics 365 in Outlook
Conclusion
  • Resources
  • Next steps

Taught by

Heather Severino

Reviews

4.7 rating at LinkedIn Learning based on 47 ratings

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