Start Up Guide For Microsoft Dynamics 365

The Basics 6 lectures 29:09 The Course Overview This video shows the overall outline of how this course is laid out, what topics will be covered, and who are the target audience of this course. • Introduction to Author/Instructor for this course. • The course is divided into 4 sections • The target audience are Sales Managers and IT Pros What is CRM and Why it is needed? This video covers the concept of Customer Relationship Management and why it is mandatory for your business. • View an introduction to Customer Relationship Management • Understand why we need CRM • Also understand how to do proper CRM Introduction to Microsoft Dynamics 365 This video introduces you to Microsoft Dynamics 365 and all its components. • View an introduction to Microsoft Dynamics 365 as a cloud service. • Components of Dynamics 365 system • Dive into Dynamics 365 for Sales Setting Up a Trial Instance of Dynamics 365 This video demonstrates how one can set up a trial instance of Dynamics 365 and install Sample data to explore the system. • Set up a 30-day trial instance for Dynamics 365 • Configure the trial instance for Sales • Install the setup data Moving around in Microsoft Dynamics 365 This video walks through various screens of Dynamics 365 and helps the user understand basic navigation. • Get to know the various options of logging in to the system • View records, views/lists, and forms • Understand basic navigation in Dynamics 365 Personalize Dynamics to Suit Your Needs This video demonstrates how one can personalize Dynamics to suit their business needs such as pinning records, favoriting, and switch number formats. • Understand recent records, pinning views, and records • Change default number format, currency, and date formats The Basics 6 lectures 29:09 The Course Overview This video shows the overall outline of how this course is laid out, what topics will be covered, and who are the target audience of this course. • Introduction to Author/Instructor for this course. • The course is divided into 4 sections • The target audience are Sales Managers and IT Pros What is CRM and Why it is needed? This video covers the concept of Customer Relationship Management and why it is mandatory for your business. • View an introduction to Customer Relationship Management • Understand why we need CRM • Also understand how to do proper CRM Introduction to Microsoft Dynamics 365 This video introduces you to Microsoft Dynamics 365 and all its components. • View an introduction to Microsoft Dynamics 365 as a cloud service. • Components of Dynamics 365 system • Dive into Dynamics 365 for Sales Setting Up a Trial Instance of Dynamics 365 This video demonstrates how one can set up a trial instance of Dynamics 365 and install Sample data to explore the system. • Set up a 30-day trial instance for Dynamics 365 • Configure the trial instance for Sales • Install the setup data Moving around in Microsoft Dynamics 365 This video walks through various screens of Dynamics 365 and helps the user understand basic navigation. • Get to know the various options of logging in to the system • View records, views/lists, and forms • Understand basic navigation in Dynamics 365 Personalize Dynamics to Suit Your Needs This video demonstrates how one can personalize Dynamics to suit their business needs such as pinning records, favoriting, and switch number formats. • Understand recent records, pinning views, and records • Change default number format, currency, and date formats The Course Overview This video shows the overall outline of how this course is laid out, what topics will be covered, and who are the target audience of this course. • Introduction to Author/Instructor for this course. • The course is divided into 4 sections • The target audience are Sales Managers and IT Pros The Course Overview This video shows the overall outline of how this course is laid out, what topics will be covered, and who are the target audience of this course. • Introduction to Author/Instructor for this course. • The course is divided into 4 sections • The target audience are Sales Managers and IT Pros The Course Overview This video shows the overall outline of how this course is laid out, what topics will be covered, and who are the target audience of this course. • Introduction to Author/Instructor for this course. • The course is divided into 4 sections • The target audience are Sales Managers and IT Pros The Course Overview This video shows the overall outline of how this course is laid out, what topics will be covered, and who are the target audience of this course. • Introduction to Author/Instructor for this course. • The course is divided into 4 sections • The target audience are Sales Managers and IT Pros This video shows the overall outline of how this course is laid out, what topics will be covered, and who are the target audience of this course. • Introduction to Author/Instructor for this course. • The course is divided into 4 sections • The target audience are Sales Managers and IT Pros This video shows the overall outline of how this course is laid out, what topics will be covered, and who are the target audience of this course. • Introduction to Author/Instructor for this course. • The course is divided into 4 sections • The target audience are Sales Managers and IT Pros What is CRM and Why it is needed? This video covers the concept of Customer Relationship Management and why it is mandatory for your business. • View an introduction to Customer Relationship Management • Understand why we need CRM • Also understand how to do proper CRM What is CRM and Why it is needed? This video covers the concept of Customer Relationship Management and why it is mandatory for your business. • View an introduction to Customer Relationship Management • Understand why we need CRM • Also understand how to do proper CRM What is CRM and Why it is needed? This video covers the concept of Customer Relationship Management and why it is mandatory for your business. • View an introduction to Customer Relationship Management • Understand why we need CRM • Also understand how to do proper CRM What is CRM and Why it is needed? This video covers the concept of Customer Relationship Management and why it is mandatory for your business. • View an introduction to Customer Relationship Management • Understand why we need CRM • Also understand how to do proper CRM This video covers the concept of Customer Relationship Management and why it is mandatory for your business. • View an introduction to Customer Relationship Management • Understand why we need CRM • Also understand how to do proper CRM This video covers the concept of Customer Relationship Management and why it is mandatory for your business. • View an introduction to Customer Relationship Management • Understand why we need CRM • Also understand how to do proper CRM Introduction to Microsoft Dynamics 365 This video introduces you to Microsoft Dynamics 365 and all its components. • View an introduction to Microsoft Dynamics 365 as a cloud service. • Components of Dynamics 365 system • Dive into Dynamics 365 for Sales Introduction to Microsoft Dynamics 365 This video introduces you to Microsoft Dynamics 365 and all its components. • View an introduction to Microsoft Dynamics 365 as a cloud service. • Components of Dynamics 365 system • Dive into Dynamics 365 for Sales Introduction to Microsoft Dynamics 365 This video introduces you to Microsoft Dynamics 365 and all its components. • View an introduction to Microsoft Dynamics 365 as a cloud service. • Components of Dynamics 365 system • Dive into Dynamics 365 for Sales Introduction to Microsoft Dynamics 365 This video introduces you to Microsoft Dynamics 365 and all its components. • View an introduction to Microsoft Dynamics 365 as a cloud service. • Components of Dynamics 365 system • Dive into Dynamics 365 for Sales This video introduces you to Microsoft Dynamics 365 and all its components. • View an introduction to Microsoft Dynamics 365 as a cloud service. • Components of Dynamics 365 system • Dive into Dynamics 365 for Sales This video introduces you to Microsoft Dynamics 365 and all its components. • View an introduction to Microsoft Dynamics 365 as a cloud service. • Components of Dynamics 365 system • Dive into Dynamics 365 for Sales Setting Up a Trial Instance of Dynamics 365 This video demonstrates how one can set up a trial instance of Dynamics 365 and install Sample data to explore the system. • Set up a 30-day trial instance for Dynamics 365 • Configure the trial instance for Sales • Install the setup data Setting Up a Trial Instance of Dynamics 365 This video demonstrates how one can set up a trial instance of Dynamics 365 and install Sample data to explore the system. • Set up a 30-day trial instance for Dynamics 365 • Configure the trial instance for Sales • Install the setup data Setting Up a Trial Instance of Dynamics 365 This video demonstrates how one can set up a trial instance of Dynamics 365 and install Sample data to explore the system. • Set up a 30-day trial instance for Dynamics 365 • Configure the trial instance for Sales • Install the setup data Setting Up a Trial Instance of Dynamics 365 This video demonstrates how one can set up a trial instance of Dynamics 365 and install Sample data to explore the system. • Set up a 30-day trial instance for Dynamics 365 • Configure the trial instance for Sales • Install the setup data This video demonstrates how one can set up a trial instance of Dynamics 365 and install Sample data to explore the system. • Set up a 30-day trial instance for Dynamics 365 • Configure the trial instance for Sales • Install the setup data This video demonstrates how one can set up a trial instance of Dynamics 365 and install Sample data to explore the system. • Set up a 30-day trial instance for Dynamics 365 • Configure the trial instance for Sales • Install the setup data Moving around in Microsoft Dynamics 365 This video walks through various screens of Dynamics 365 and helps the user understand basic navigation. • Get to know the various options of logging in to the system • View records, views/lists, and forms • Understand basic navigation in Dynamics 365 Moving around in Microsoft Dynamics 365 This video walks through various screens of Dynamics 365 and helps the user understand basic navigation. • Get to know the various options of logging in to the system • View records, views/lists, and forms • Understand basic navigation in Dynamics 365 Moving around in Microsoft Dynamics 365 This video walks through various screens of Dynamics 365 and helps the user understand basic navigation. • Get to know the various options of logging in to the system • View records, views/lists, and forms • Understand basic navigation in Dynamics 365 Moving around in Microsoft Dynamics 365 This video walks through various screens of Dynamics 365 and helps the user understand basic navigation. • Get to know the various options of logging in to the system • View records, views/lists, and forms • Understand basic navigation in Dynamics 365 This video walks through various screens of Dynamics 365 and helps the user understand basic navigation. • Get to know the various options of logging in to the system • View records, views/lists, and forms • Understand basic navigation in Dynamics 365 This video walks through various screens of Dynamics 365 and helps the user understand basic navigation. • Get to know the various options of logging in to the system • View records, views/lists, and forms • Understand basic navigation in Dynamics 365 Personalize Dynamics to Suit Your Needs This video demonstrates how one can personalize Dynamics to suit their business needs such as pinning records, favoriting, and switch number formats. • Understand recent records, pinning views, and records • Change default number format, currency, and date formats Personalize Dynamics to Suit Your Needs This video demonstrates how one can personalize Dynamics to suit their business needs such as pinning records, favoriting, and switch number formats. • Understand recent records, pinning views, and records • Change default number format, currency, and date formats Personalize Dynamics to Suit Your Needs This video demonstrates how one can personalize Dynamics to suit their business needs such as pinning records, favoriting, and switch number formats. • Understand recent records, pinning views, and records • Change default number format, currency, and date formats Personalize Dynamics to Suit Your Needs This video demonstrates how one can personalize Dynamics to suit their business needs such as pinning records, favoriting, and switch number formats. • Understand recent records, pinning views, and records • Change default number format, currency, and date formats This video demonstrates how one can personalize Dynamics to suit their business needs such as pinning records, favoriting, and switch number formats. • Understand recent records, pinning views, and records • Change default number format, currency, and date formats This video demonstrates how one can personalize Dynamics to suit their business needs such as pinning records, favoriting, and switch number formats. • Understand recent records, pinning views, and records • Change default number format, currency, and date formats Working with Data. 4 lectures 33:59 How Does Dynamics CRM Data Model look? This video explores how the Dynamics CRM data is organized and helps understand its data model. • Get to know what records or entities are • Explore the Record types in CRM • Understand relationships (1:N, N:N) in CRM Play with Records (CRUD Operations) This video demonstrates how we can work with records and perform various operations such as Create, Update, Retrieve, and Delete t search tool that is available right within dynamics CRM to search for records—Advanced Find. • Understand Advanced Find UI • Learn to...