Dynamics 365 Sales (CRM): Tutorial for Beginners

Dynamics 365 Sales (CRM) is a powerful customer relationship management (CRM) platform that helps organizations streamline and automate their sales processes. It’s an excellent tool for tracking leads, managing accounts, and automating marketing activities. This tutorial provides you with the basics of Dynamics 365 Sales (CRM), including how to use it to create contacts, accounts, opportunities and more. You will also learn how to customize your CRM experience by setting up views, dashboards and reports. Finally, this tutorial covers advanced topics such as integrating email campaigns into Dynamics 365 Sales (CRM).

A complete tutorial for beginners on how to use Dynamics 365 Sales (CRM).

• 0:00 - Introduction to Dynamics 365 Sales
• 0:59 - Navigation, search, and security
• 5:40 - Account management and views
• 13:50 - Contact management and timelines
• 16:03 - Outlook integration and Viva Sales
• 21:07 - Creating new records
• 23:21 - Leads, opportunities, connections, Teams Collaboration
• 39:27 - Sales sequences / sales enablement
• 44:00 - Configuring Dynamics 365 Sales

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