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.
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.
This video covers the concept of Customer Relationship Management and why it is mandatory for your business.
This video introduces you to Microsoft Dynamics 365 and all its components.
This video demonstrates how one can set up a trial instance of Dynamics 365 and install Sample data to explore the system.
This video walks through various screens of Dynamics 365 and helps the user understand basic navigation.
This video demonstrates how one can personalize Dynamics to suit their business needs such as pinning records, favoriting, and switch number formats.
This video explores how the Dynamics CRM data is organized and helps understand its data model.
This video demonstrates how we can work with records and perform various operations such as Create, Update, Retrieve, and Delete.
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.
This video is a demonstration of a complete sales cycle from lead generation to order fulfilment in CRM.
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.
In this video, we are going to look at how to create views or lists for a quick summary of all our data.
In this video, we will try to explore trends with charts in Dynamics CRM and various features such as drill-down
This video will focus on exploring dashboards and how they can be handy to provide you 360 view on your business.
In this video, we will see how to work with Reports in Dynamics CRM.
In this video, we’ll quickly walk through dynamics CRM’s companion app for smart phones and explore its feature set.
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.
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.
Explore document generation capabilities with Dynamics 365 for all those redundant documents that you must prepare for completing a sale.
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.
In this video, we’ll try to summarize what you learned so far and then see what more can be done with Dynamics.
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