Learning Microsoft Dynamics 365: The Basics (2019)

1h 47mBeginner2019-04-26

Authors

Gini von Courter

Teaching computer classes on Microsoft Office for 20+ years

Course details

Get started with Dynamics 365, the cloud-based customer relationship management (CRM) tool from Microsoft. In this course, instructor Gini von Courter takes you through the basics, providing the essential information you need to start leveraging this popular cloud service to power your business. After acquainting you with its user interface, record types, and business processes, Gini explains how to create records, track activities, and work with leads and opportunities in Dynamics 365. Plus, she shares insights on how to make use of dashboards, reports, and charts.

Learning objectives
Sales records types and business processes
Navigating in Dynamics 365
Creating records
Creating, completing, canceling, and deleting activities
Qualifying leads
Assigning and sharing leads
Viewing and creating opportunities
Creating a quote
Completing the closing stage

Skills covered

Dynamics 365CRM SoftwareCustomer ServiceSalesLearningBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

01 - Use Dynamics 365 for end-to-end business management
02 - What you need for this course

1. Dynamics 365 Data and Processes

03 - Dynamics 365 - The basics
04 - Records - The basics
05 - Dynamics 365 user interface
06 - Sales record types - The basics
07 - Business processes - The basics

2. Get Started

08 - Log into Dynamics 365
09 - Getting around in Dynamics 365
10 - Use search to locate a record
11 - Lists - View, sort, filter, set default view
12 - Create a new record

3. My Work - Dashboards and Activities

13 - Dashboards - The basics
14 - Drill down in a chart segment
15 - Drill down in a Power BI dashboard
16 - Follow and pin records
17 - Create an activity
18 - Complete, cancel, or delete an activity
19 - Create and edit appointments

4. Qualify a Lead

20 - Create a lead
21 - Edit a lead
22 - Assign and share leads
23 - Qualify a lead
24 - Disqualify a lead

5. Work on an Opportunity

25 - View and create opportunities
26 - Convert an activity to an opportunity
27 - Develop an opportunity
28 - Work on the proposal
29 - Create a quote
30 - Print or summarize an opportunity
31 - Complete the closing stage
32 - Close orders and mark as won or lost

Conclusion

33 - Next steps