Microsoft Dynamics 365: Intermediate Dynamics 365 for Sales

https://www.skillsoft.com/channel/microsoft-dynamics-365-2a721f4b-f403-4837-ab40-bba6cea5a190?expertiselevel=58108&technologyandversion=58109 https://www.skillsoft.com/channel/microsoft-dynamics-365-2a721f4b-f403-4837-ab40-bba6cea5a190?expertiselevel=58110&technologyandversion=58109
  • 1 Course | 52m 56s
  • 3 Books | 13h 51m
  • 3 Courses | 3h 20m 22s
  • 3 Books | 13h 51m
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Harness the power of Dynamics 365, Microsoft’s suite of ERP and CRM applications designed to manage operations and client relationships.

GETTING STARTED

Managing Sales Data

  • Playable
    1. 
    Using dashboards
    5m 22s
    NOW PLAYING
  • Playable
    2. 
    Customizing dashboards
    6m 50s
    UP NEXT

GETTING STARTED

Sign-in & Setup

  • Playable
    1. 
    Signing in to Dynamics 365
    3m 25s
    NOW PLAYING
  • Playable
    2. 
    Understanding the Dynamics 365 Sales interface
    4m 48s
    UP NEXT

COURSES INCLUDED

Managing Sales Data
Properly managing sales data is vital to making a profit. Discover how to use Dynamics 365 Sales to generate and customize reports, create charts, and import and export sales data. Start by letting the dashboard organize your sales data, graphs, charts, and record lists. Next, learn how to track sales performance indicators, the sales pipeline, and sales activity metrics. This will propel you towards customizing your own dashboard with a chosen layout, desired components, and data. Other topics include how to apply filters to charts, using the Report Wizard to generate predefined and custom reports, and exporting and analyzing your data in Excel. You will learn how to use the Chart Pane and the Chart Designer to convert your data into a chart, filter it, and export it. Conclude by runing the Data Import Wizard to see imported data and create an import template.
9 videos | 52m available Badge

COURSES INCLUDED

Sign-in & Setup
Discover the basics of using Dynamics 365, the cloud-based CRM tool from Microsoft. Start by exploring the features for general navigation before learning how to sign in, navigate the module using the Sales and Sales Hub interfaces, and browse your sales records. In Microsoft Dynamics 365, each view is made up of specific data sets, or records. You will learn how to access these records in order to start managing and developing your different customer accounts and deals. The course covers how to perform different actions, such as edit, bulk edit, and create customized views.