Start Up Guide For Microsoft Dynamics 365
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Start Up Guide For Microsoft Dynamics 365

Explore a typical sales cycle for any organization and how that can be moulded in Dynamics CRM
3.9 (5 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
28 students enrolled
Created by Packt Publishing
Last updated 6/2017
English
Current price: $10 Original price: $125 Discount: 92% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 3 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I 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
View Curriculum
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.

Who is the target audience?
  • 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.
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Curriculum For This Course
21 Lectures
02:44:45
+
The Basics
6 Lectures 29:23

This video shows the overall outline of how this course is laid out, what topics will be covered, and who are the target audience of this course.

Preview 05:40

This video covers the concept of Customer Relationship Management and why it is mandatory for your business.

What is CRM and Why it is needed?
02:48

This video introduces you to Microsoft Dynamics 365 and all its components.

Introduction to Microsoft Dynamics 365
02:21

This video demonstrates how one can set up a trial instance of Dynamics 365 and install Sample data to explore the system.

Setting Up a Trial Instance of Dynamics 365
05:00

This video walks through various screens of Dynamics 365 and helps the user understand basic navigation.

Moving around in Dynamics 365
08:18

This video demonstrates how one can personalize Dynamics to suit their business needs such as pinning records, favoriting, and switch number formats.

Personalize Dynamics to Suit Your Needs
05:16
+
Working with Data
4 Lectures 35:59

This video explores how the Dynamics CRM data is organized and helps understand its data model.

Preview 02:52

This video demonstrates how we can work with records and perform various operations such as Create, Update, Retrieve, and Delete.

Playing with Records (CRUD Operations)
05:47

This video will walk through the steps that would be required to prepare and import your data in CRM and also look at how to export it.

Importing/Exporting Data in CRM
10:37

This video is a demonstration of a complete sales cycle from lead generation to order fulfilment in CRM.

Demonstrating Typical Sales Cycle
16:43
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Data Analysis
5 Lectures 41:42

In this video, we’ll look at one of the strongest search tool that is available right within dynamics CRM to search for records—Advanced Find.

Preview 09:01

In this video, we are going to look at how to create views or lists for a quick summary of all our data.

Create Views
04:14

In this video, we will try to explore trends with charts in Dynamics CRM and various features such as drill-down

Explore Trends with Charts
07:12

This video will focus on exploring dashboards and how they can be handy to provide you 360 view on your business.

Need 360 View of Business Dashboards is the Answer
09:15

In this video, we will see how to work with Reports in Dynamics CRM.

Working with Reports
12:00
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Mobility, Integrations, and What’s Next
6 Lectures 57:41

In this video, we’ll quickly walk through dynamics CRM’s companion app for smart phones and explore its feature set.

Preview 13:26

In this video, we’ll quickly walk through dynamics CRM’s companion app for Tablets and 2-in-1 Laptops and explore its feature set.

Going Mobile with Dynamics CRM Tablet Client
10:48

Microsoft Outlook needs no introduction, almost all of you practically use this applications for managing all your e-mails. In this video, we’ll see how can we connect Outlook to Dynamics CRM to further increase our productivity.

Exploring How Well Dynamics CRM Talks to Outlook
11:40

Explore document generation capabilities with Dynamics 365 for all those redundant documents that you must prepare for completing a sale.

Easing Up the Sales Document Writing with Word Templates
09:41

In this video, we will quickly see how we can go about creating excel template containing some specific customizations such as charts and pivots, which you need every month or quarter to make sure the business is indeed going in the right track.

Love Excel? Start Analyzing Data with Excel Templates
06:56

In this video, we’ll try to summarize what you learned so far and then see what more can be done with Dynamics.

Doing More with Dynamics 365
05:10
About the Instructor
Packt Publishing
3.9 Average rating
7,264 Reviews
51,823 Students
616 Courses
Tech Knowledge in Motion

Packt has been committed to developer learning since 2004. A lot has changed in software since then - but Packt has remained responsive to these changes, continuing to look forward at the trends and tools defining the way we work and live. And how to put them to work.

With an extensive library of content - more than 4000 books and video courses -Packt's mission is to help developers stay relevant in a rapidly changing world. From new web frameworks and programming languages, to cutting edge data analytics, and DevOps, Packt takes software professionals in every field to what's important to them now.

From skills that will help you to develop and future proof your career to immediate solutions to every day tech challenges, Packt is a go-to resource to make you a better, smarter developer.

Packt Udemy courses continue this tradition, bringing you comprehensive yet concise video courses straight from the experts.