Migrating from Salesforce to Dynamics 365
Offered By: LinkedIn Learning
Course Description
Overview
Learn how to migrate your sales workflows from Salesforce to Dynamics 365. Discover how to run reports, work with contacts and leads, and close deals in Dynamics.
Syllabus
Introduction
- Stay productive when switching CRM
- Managing change
- Who is this course for?
- Basics of Dynamics
- Navigate the Sales workspace
- Sales flow overview
- Work with leads
- Collaborate in Dynamics 365
- Differences in contact status
- Map tasks
- Map recurring appointments
- New features of Dynamics 365
- Create sales reports
- Modify dashboards
- Move data from Salesforce to Dynamics
- Avoid working in both platforms
- Recreate email templates
- Work with Microsoft Flow
- Integrate with SharePoint
- Work with Dynamics 365 in Outlook
- Resources
- Next steps
Taught by
Heather Severino
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