Microsoft Dynamics 365: Keeping Track of Activities
Microsoft Dynamics 365: Keeping Track of Activities
- Adding & tracking phone calls
- Adding notes & documents
- Using posts
- Creating email templates
- Emailing a contact
- Sending bulk mailouts
- Creating a task
- Setting up an appointment
- Creating & managing activities
- Using the calendar
Microsoft Dynamics 365 Sales offers tools that can help you stay organized in your daily activities. Discover how to create and manage tasks and events, use the calendar and bulk email functionalities, and manage posts, notes, and documents.
Microsoft Dynamics 365: Managing Leads, Opportunities & Accounts
Microsoft Dynamics 365: Managing Leads, Opportunities & Accounts
- Browsing leads
- Creating a new lead
- Qualifying & converting leads
- Disqualifying & deleting leads
- Browsing opportunities
- Creating an opportunity
- Updating opportunities
- Closing & reopening opportunities
- Sharing & assigning records
- Browsing competitors
- Creating a competitor
- Adding competition data
- Creating accounts
- Creating a contact
- Adding sales documentation
To get the most out of Dynamics 365 Sales, you need to be able to work with leads, accounts, and opportunities. Explore these concepts, and discover how to create, edit, and manage them in Dynamics 365 Sales.
Microsoft Dynamics 365: Managing Sales Data
Microsoft Dynamics 365: Managing Sales Data
- Using dashboards
- Customizing dashboards
- Creating a dashboard
- Using predefined reports
- Creating custom reports
- Exporting sales data to Excel
- Using charts
- Creating charts
- Importing data into Dynamics 365
Properly managing sales data is vital to making a profit. Discover how to use Dynamics 365 Sales to generate and customize reports, create charts, and import and export sales data.
Microsoft Dynamics 365: Sign-in & Setup
Microsoft Dynamics 365: Sign-in & Setup
- Signing in to Dynamics 365
- Understanding the Dynamics 365 Sales interface
- Navigating in the Dynamics 365 Sales app
- Using the Dynamics 365 Sales Hub
- Using the search tools
- Viewing your recent activity
- Browsing & opening records
- Selecting & editing multiple records
- Editing & creating record views
- Customizing your display settings
Dynamics 365 Sales is the sales management module in Microsoft's line of CRM and ERP software. Learn how to sign in to Dynamics 365 Sales, navigate the module using the Sales and Sales Hub interfaces, and browse your sales records.
