Sign-in & Setup
Dynamics 365 for Sales
| Beginner
- 10 Videos | 55m 38s
- Earns a Badge
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.
WHAT YOU WILL LEARN
-
sign in to Dynamics 365
understand the Dynamics 365 Sales interface
navigate in the Dynamics 365 Sales app
use the Dynamics 365 Sales Hub
use the search tools in Microsoft Dynamics 365 -
view your recent activity in Microsoft Dynamics 365
browse and open records in Microsoft Dynamics 365
select and edit multiple records in Microsoft Dynamics 365
edit and create record views in Microsoft Dynamics 365
customize your Microsoft Dynamics 365 display settings
IN THIS COURSE
-
1.Signing in to Dynamics 3653m 25sUP NEXT
-
2.Understanding the Dynamics 365 Sales interface4m 48s
-
3.Navigating in the Dynamics 365 Sales app6m 24s
-
4.Using the Dynamics 365 Sales Hub6m 19s
-
5.Using the search tools6m 44s
-
6.Viewing your recent activity4m 29s
-
7.Browsing & opening records5m 56s
-
8.Selecting & editing multiple records5m 29s
-
9.Editing & creating record views5m 39s
-
10.Customizing your display settings6m 26s
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
Skillsoft is providing you the opportunity to earn a digital badge upon successful completion of this course, which can be shared on any social network or business platform
Digital badges are yours to keep, forever.
