Dynamics 365 for Sales Teams

Learn how to leverage the CRM side of Microsoft Dynamics 365 for sales. Find out how to track customers, market to leads, and create detailed reports for your entire sales team.

Introduction

• Welcome
• What you should know

1. Enter Customer Data

• Create a new account
• Create contacts
• Import contacts
• Bulk update records
• Take notes on competitors
• Customize an entity

2. Monitor Existing Customers

• Find existing records
• Sort and filter records
• Use advanced search
• Modify views
• See what's new

3. Market to Leads

• Add a contact to a marketing list
• Qualify a lead
• Send a quote
• Insert an activity
• Close an opportunity

4. Follow Up with Contacts

• Drill down into a sales report
• Create a dashboard layout
• Export data to Excel
• Send bulk email

Conclusion

• Next steps