Start Up Guide For Microsoft Dynamics 365

Explore a typical sales cycle for any organization and how that can be moulded in Dynamics CRM

What you'll learn

Set up a Dynamics CRM trial instance

Understand basic navigation

Perform CRUD Operations on CRM records (Create, Retrieve, Update, Delete)

Analyze data using dashboards, charts, and reports

Import and export data from Dynamics CRM

Work with Dynamics CRM using mobile and tablet applications

Working with Dynamics CRM using Outlook

Working with Leads, Accounts, Opportunities, and Campaigns

Requirements

This course contains in-depth content balanced with tutorials that put theory into practice. The focus is on giving you both the understanding and the practical examples that will allow you indulge in the world of Microsoft Dynamics 365.

Description

This course begins with an introduction to the concept of Customer Relationship Management (CRM) and why is it important for any business. We then quickly dive into a product Microsoft is offering in the CRM space - Dynamics CRM or Dynamics 365. Next, you’ll learn to set up a trial instance to play around with the system and get comfortable with it.
Moving on, the course walks you through different aspects of Dynamics CRM such as its data model, records management, and sales pipeline analysis using dashboards, charts, and reports. You will also see how bulk data can be modified via Excel and imported back into the system. We’ll also look at how data can be taken mobile with the Dynamics CRM mobile and tablet client and Microsoft Outlook so that the sales workforce who are in the field have the right access to the right resources at the right time.
The course ends with a quick demonstration of a typical sales cycle for any organization and how it can be moulded in Dynamics CRM.
About the Author
I'm Piyush Paliwal, your host for this course. I've been working as a Microsoft Dynamics CRM consultant for more than half a decade and have been associated with Microsoft for a few years now. During this time, I've helped various customers manage their sales pipeline by bringing their business processes in Dynamics CRM or Dynamics 365, which is what we have today. In my free time, I usually go for a drive and I also like to swim.

Overview

Section 1: The Basics

Lecture 1 The Course Overview

Lecture 2 What is CRM and Why it is needed?

Lecture 3 Introduction to Microsoft Dynamics 365

Lecture 4 Setting Up a Trial Instance of Dynamics 365

Lecture 5 Moving around in Dynamics 365

Lecture 6 Personalize Dynamics to Suit Your Needs

Section 2: Working with Data

Lecture 7 How Does Dynamics CRM Data Model look?

Lecture 8 Playing with Records (CRUD Operations)

Lecture 9 Importing/Exporting Data in CRM

Lecture 10 Demonstrating Typical Sales Cycle

Section 3: Data Analysis

Lecture 11 Advanced Find – Strongest Search Tool

Lecture 12 Create Views

Lecture 13 Explore Trends with Charts

Lecture 14 Need 360 View of Business Dashboards is the Answer

Lecture 15 Working with Reports

Section 4: Mobility, Integrations, and What’s Next

Lecture 16 Going Mobile with Dynamics CRM Mobile Client

Lecture 17 Going Mobile with Dynamics CRM Tablet Client

Lecture 18 Exploring How Well Dynamics CRM Talks to Outlook

Lecture 19 Easing Up the Sales Document Writing with Word Templates

Lecture 20 Love Excel? Start Analyzing Data with Excel Templates

Lecture 21 Doing More with Dynamics 365

This training course is for new users of the Microsoft Dynamics CRM platform, as well as existing users who want to learn more and become more proficient. The course will provide details on the platform core structure and functionality, then delve deeper into configuration and administration principles.