Microsoft Dynamics 365: Sign-in & Setup

Microsoft Dynamics 365: Sign-in & Setup

Overview/Description
Expected Duration
Lesson Objectives
Course Number
Expertise Level

Overview/Description

Dynamics 365 Sales is the sales management module in Microsoft's line of CRM and ERP software. Learn how to sign in to Dynamics 365 Sales, navigate the module using the Sales and Sales Hub interfaces, and browse your sales records.

Expected Duration (hours)
0.9

Lesson Objectives

Microsoft Dynamics 365: Sign-in & Setup

Signing in to Dynamics 365

Understanding the Dynamics 365 Sales interface

Navigating in the Dynamics 365 Sales app

Using the Dynamics 365 Sales Hub

Using the search tools

Viewing your recent activity

Browsing & opening records

Selecting & editing multiple records

Editing & creating record views

Customizing your display settings

Course Number:
ds_dy365s18_01_enus

Expertise Level
Beginner