Managing Sales Data in Dynamics 365 for Sales

IN THIS COURSE

• 1.  Using dashboards in Dynamics 365 for Sales
  5m 22s
  Microsoft Dynamics 365 dashboards group together record lists, charts, graphs and other data that give you an overview and insights into different performance indicators like your sales pipeline and different sales activity metrics. FREE ACCESS
• 2.  Customizing dashboards in Dynamics 365 for Sales
  6m 50s
  The dashboards area in Microsoft Dynamics gives insights into your sales performance as a whole. Each dashboard layout is made up of charts, graphs, and record lists. You can interact with this data by filtering chart views and editing a dashboard layout to customize it to your liking based on the type of data you want to be displayed. FREE ACCESS
• 3.  Creating a dashboard in Dynamics 365 for Sales
  5m 57s
  You can create your own personal dashboards in Microsoft Dynamics 365 and can choose the layout and specific components you want included in your dashboard. This allows you to handpick what type of data and records you want displayed in your dashboard and therefore gives you insights into a specific aspect of your sales performance. FREE ACCESS
• 4.  Using predefined reports in Dynamics 365 for Sales
  5m 52s
  You can generate reports to analyze your different data in Microsoft Dynamics 365 and choose from a number of different predefined reports. You will see how to access the report option, run a report, and view the results. FREE ACCESS
• 5.  Creating custom reports in Dynamics 365 for Sales
  6m 46s
  In Microsoft Dynamics 365, you can create custom reports to analyze and get insights about your different sales data. You can choose the record type and layout of how you want the data to be displayed in the report. You will see how to use the Report Wizard, create your custom report, and run it. FREE ACCESS
• 6.  Exporting sales data to Excel in Dynamics 365 for Sales
  4m 27s
  You can analyze your data and have backups of your different records in Microsoft Dynamics 365 by exporting them to Excel. You can also edit your records in Excel and then import them back into Dynamics at a later time. You will see how to export your data to your Excel application, as well as how to open your records in Excel Online. FREE ACCESS
• 7.  Using charts in Dynamics 365 for Sales
  6m 49s
  The Charts pane in Microsoft Dynamics 365 allows you to get a visual analysis of your different sales data and is accessible from each record type in the Sales app. You will see how to view charts, filter a chart view, save a chart view and export a chart. FREE ACCESS
• 8.  Creating charts in Dynamics 365 for Sales
  5m 6s
  In Microsoft Dynamics 365, you can create your own charts and define what data you want to be displayed. In the Chart Designer, you can choose the data that appears on the X and Y axes, can define the chart type and even apply a top or bottom rule. Once you save your new chart, it will appear in your list of chart views in the My Charts section. FREE ACCESS
• 9.  Importing data into Dynamics 365 for Sales
  5m 47s
  You can import different files into Microsoft Dynamics 365 in order to keep track of all of your sales and customer information and have it all accessible from one place. You can import information regarding accounts, leads, opportunities, activities or cases. You will see how to access the Import Data wizard, import a file, view your imported data and create a Data Import template. FREE ACCESS