Course details

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