Microsoft Dynamics 365 Sales Essential Training

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Dian Taylor

1:33:59

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01 - Introduction

01 - Discover Dynamics 365 Sales.mp4

01:00

02 - Understanding D365 customization.mp4

01:50

02 - 1. D365 Sales The Basics

01 - What is Dynamics 365 Sales.mp4

01:28

02 - A quick note on navigating in Dynamics 365.mp4

04:53

03 - Access and sort records and views.mp4

03:19

04 - Use Quick Create to create a new record.mp4

02:32

05 - Work with search in Dynamics 365.mp4

02:37

06 - Build queries with advanced find.mp4

06:02

07 - End-user personalization options.mp4

03:29

03 - 2. Sales Efficiency with Dynamics 365

01 - Utilize the D365 Assistant.mp4

02:58

02 - What do you do with leads.mp4

01:52

03 - Starting a sale Create a lead.mp4

04:43

04 - Explore contact methods.mp4

02:35

05 - Use the timeline to add activities and notes to a lead.mp4

03:43

06 - Qualify a lead.mp4

04:09

07 - Use document storage and SharePoint integrations.mp4

03:48

04 - 3. Opportunity Management

01 - What is an opportunity.mp4

01:01

02 - Various ways to create an opportunity.mp4

01:56

03 - Save time with business process flows.mp4

01:49

04 - Add opportunity products and suggestions.mp4

03:05

05 - Export Dynamics 365 data to PDF and email.mp4

01:33

05 - 4. Work with Quotes

01 - What is a quote.mp4

01:20

02 - Activate a quote.mp4

01:38

03 - Revise a quote and versioning.mp4

01:58

04 - Close a quote.mp4

02:58

06 - 5. Work in the Field with the Mobile Application

01 - Access the mobile application.mp4

01:13

02 - Navigate the mobile app.mp4

04:01

03 - View, edit, and create records in the mobile app.mp4

04:20

04 - Business card scanner.mp4

02:15

07 - 6. Reporting and Analytics in Dynamics 365

01 - Use charts and dashboards.mp4

04:50

02 - Access Excel templates.mp4

03:13

03 - Review forecasts.mp4

04:44

08 - Conclusion

01 - Learn more about D365 and sales.mp4

01:07

Description

Microsoft Dynamics 365 empowers users to manage leads, contacts, and data to create streamlined workflows for sales, customer service, and client management. In this course, instructor Dian Taylor explores how to use the Microsoft Dynamics CRM platform to manage contact information, leads, and actions. Dian goes over the Dynamics 365 interface, then dives into specific functions through the lens of both sales and customer service tracking. She covers basics like accessing and sorting records and views, creating a new record, building queries, and more. Dian shows you techniques and tools to boost your sales efficiency with Dynamics 365, then explains how Dynamics 365 can help you generate, track, and manage opportunities. She shows you how to work with quotes and work in the field, including detailed how-tos on using the Mobile Application app. Plus, Dian demonstrates how to use charts and dashboards, access Excel templates, and review forecasts.

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Microsoft Dynamics 365 Business Central

Dian Taylor

Instructor's Courses

Dian Taylor is a Microsoft Business Applications MVP and Dynamics 365 (CRM) Presales Engineer (Director) at RSM. She is a seasoned pre-sales and implementation consultant specializing in Microsoft Dynamics 365 (CRM) since 2011. Dian has been involved in solution designing, implementing, configuring and customizing several complex scenarios in various industry sectors. She has the unique ability to clarify CRM strategies and objectives: modeling and optimizing business processes, defining user requirements, designing fit for purpose and cost effective CRM solutions. D365-CE modules: Sales, Custer Service, Marketing, Field Service, Project Service Automation & Omnichannel for Customer Service. Besides Dynamics 365, Dian works with Power Platform components like Power Automate, Power Virtual Agent, etc. She has also created several courses on LinkedIn Learning. Blog: https://D365Goddess.com

Linkedin Learning

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LinkedIn Learning is an American online learning provider. It provides video courses taught by industry experts in software, creative, and business skills. It is a subsidiary of LinkedIn. All the courses on LinkedIn fall into four categories: Business, Creative, Technology and Certifications. It was founded in 1995 by Lynda Weinman as Lynda.com before being acquired by LinkedIn in 2015. Microsoft acquired LinkedIn in December 2016.