Sign-in & Setup

Dynamics 365 for Sales    |    Beginner
  • 10 Videos | 55m 38s
  • Earns a Badge
Likes 35 Likes 35
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

  • Playable
    1. 
    Signing in to Dynamics 365
    3m 25s
    UP NEXT
  • Playable
    2. 
    Understanding the Dynamics 365 Sales interface
    4m 48s
  • Locked
    3. 
    Navigating in the Dynamics 365 Sales app
    6m 24s
    FREE ACCESS
  • Locked
    4. 
    Using the Dynamics 365 Sales Hub
    6m 19s
    FREE ACCESS
  • Locked
    5. 
    Using the search tools
    6m 44s
    FREE ACCESS
  • Locked
    6. 
    Viewing your recent activity
    4m 29s
    FREE ACCESS
  • Locked
    7. 
    Browsing & opening records
    5m 56s
    FREE ACCESS
  • Locked
    8. 
    Selecting & editing multiple records
    5m 29s
    FREE ACCESS
  • Locked
    9. 
    Editing & creating record views
    5m 39s
    FREE ACCESS
  • Locked
    10. 
    Customizing your display settings
    6m 26s
    FREE ACCESS

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.

YOU MIGHT ALSO LIKE

COURSE Managing Leads, Opportunities & Accounts
Likes 25 Likes 25  
COURSE MS-300 - Deploying Microsoft 365 Teamwork: Microsoft 365 and External Data & Systems
Likes 15 Likes 15  
COURSE MS-300 - Deploying Microsoft 365 Teamwork: Managing & Monitoring the Teams Environment & Service
Likes 18 Likes 18  

PEOPLE WHO VIEWED THIS ALSO VIEWED THESE

COURSE Cloud Computing Fundamentals: Introduction
Likes 1176 Likes 1176  
COURSE Basic Programming in Force.com
Likes 72 Likes 72  
COURSE Prospecting: Panning for Sales Gold
Likes 552 Likes 552