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Getting around in Dynamics 365 for Sales

This is an introduction webinar training to Dynamics 365 for Sales that explains how to find and open the most common user interface elements including lists, forms and business processes. The objective is to help with the onboarding of new Microsoft CRM Sales users.

We will show the 5 main screens every sales rep uses (accounts, contacts, opportunities, activities, and a dashboard). We will show how a sales rep can do everything on his phone, or in Microsoft Outlook, how about also with LinkedIn!

Microsoft Dynamics 365 for Sales

Legend:

1.   App selector: Open this menu to move between apps, for example, to move between Dynamics 365 Marketing and the Dynamics 365—custom app.

2.   Collapse/expand button: Select this to collapse the navigator to allow more room for the main part of the page. If the navigator is already collapsed, select this button to expand it again.

3.   Recent records: Expand this entry to view a list of records you were recently using. Select a record here to open it. Select the push-pin icon next to a record listed here to added to your favorites (pinned records).

4.   Favorite records: Expand this entry to view and open your favorite (pinned) records. Use the Recent records list to add records here. Select the remove-pin icon next to a record listed here to remove it from this list.

5.   Entity navigator: This area lists each entity and dashboard available for the current work area. Select any entry here to open the named dashboard or list-view for that entity.

6.   Work-area selector: Open this menu to move to another work area. The current work area is named here.

VOX ISM will be hosting 80 training webinars this summer, yes two every day, for your enjoyment and continuing education. Please make us part of your daily summer routine, whether you are working from home or at the office.

https://voxism.com/events/

If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.

Details

Date:
July 30
Time:
1:30 pm - 2:15 pm - ET EDT
Event Category:

Venue

WebEx Conference Line

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477