Sign-in & Setup in Dynamics 365 for Sales

Dynamics 365 for Sales    |    Beginner
  • 10 videos | 55m 38s
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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

  • 3m 25s
    You can sign in to the Microsoft Dynamics CRM application either directly from the Dynamics website or you can access it from your Office 365 account. You will see how to sign in and out of Microsoft Dynamics and how to access the app via the Office 365 portal. FREE ACCESS
  • 4m 48s
    Before you start using the Sales app in Microsoft Dynamics 365, it is important to understand how the general navigation works. You will see how to access the Sales app and how to navigate to and from different modules and their groups. FREE ACCESS
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    3.  Navigating in the Dynamics 365 Sales app
    6m 24s
    The Sales app is one of the business apps offered by Microsoft Dynamics 365 and is optimized for use on a desktop computer. In order to start using this app in Dynamics 365, it is important to know how to navigate between the different areas. You will see how to open the Sales module, navigate in the sitemap and change views. FREE ACCESS
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    4.  Using the Dynamics 365 Sales Hub
    6m 19s
    The Sales Hub app is one of the business apps offered by Microsoft Dynamics 365 and is optimized for use on a mobile device. In order to start using this app in Dynamics 365, it is important to know how to navigate between the different areas in the sitemap. You will see how to open the Sales Hub app, navigate in the sitemap and change views. FREE ACCESS
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    5.  Using the search tools in Dynamics 365 for Sales
    6m 44s
    In Microsoft Dynamics 365, you can use the search tools to find specific records. You will see how to perform a categorized search as well as a search within a view and an advanced search. FREE ACCESS
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    6.  Viewing your recent activity in Dynamics 365 for Sales
    4m 29s
    In Microsoft Dynamics 365, you can open the recent records and views that you have recently accessed via a menu in the navigation bar. You will see how to view this menu, open a recently viewed item and pin an item to the top of the menu for quicker and easier access. FREE ACCESS
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    7.  Browsing & opening records in Dynamics 365 for Sales
    5m 56s
    In Microsoft Dynamics 365, each view is made up of specific data sets, or records. It is important to know how to access and browse these records in order to start managing and developing your different customer accounts and deals. FREE ACCESS
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    8.  Selecting & editing multiple records in Dynamics 365 for Sales
    5m 29s
    In Dynamics 365, a view is made up of a list of records. You can select as many records as you would like and perform different actions. You can qualify or disqualify multiple records at once or perform a bulk edit. Managing multiple records at once saves you time and helps you keep your numerous records organized. FREE ACCESS
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    9.  Editing & creating record views in Dynamics 365 for Sales
    5m 39s
    In Dynamics 365, you can easily change your default view for a record type as well as change the sort order and apply filters to display a customized view. You can save these customized views and they will be added to your view list. FREE ACCESS
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    10.  Customizing your display settings in Dynamics 365 for Sales
    6m 26s
    In Microsoft Dynamics 365, you can customize your display settings to suit your needs depending on your region, the currency you work in and your language. You can also set your default home view as well as your preferred calendar view. FREE ACCESS

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