This video is a short demo and introduction to Dynamics 365 Sales, which is the CRM capability of Microsoft Dynamics 365. It covers navigation and dashboards, Sales Copilot, account management, contact management, sales pipeline management (lead to opportunity process and how to qualify a lead), tracking activities on the timeline, exporting to Excel and editing in Excel Online, and how to synch appointments, tasks, and emails from Outlook.
Timestamps:
00:00 - Introduction to Dynamics 365 Sales
01:28 - Sales Copilot in Outlook
03:51 - Contact Management
05:53 - Account Management
08:43 - Leads and Sales Sequences
12:45 - Opportunity and Pipeline Management
20:16 - Synching Appointments and Tasks with Outlook
23:36 - Configuration
Connect with me:
☕ Buy me a coffee: www.buymeacoff...
🖇 LinkedIn: / lisa-crosbie
📼 TikTok: / lisa.crosbie
🐦 X (Twitter): / lisacrosbie
📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps / microsoft-power-platfo...