by Piyush Paliwal | Publisher: Packt Publishing | Release Date: May 2017 | ISBN: 9781788296328

TagLineAbout This VideoUnderstand the basics of Microsoft Dynamics 365 and how to quickly analyze CRM data to get a holistic view of your entire businessTake CRM data everywhere you go with its mobile and tablet applicationsIntegrate with the entire Microsoft Office Suite and work with Dynamics CRM dataIn Detail This course begins with an introduction to the concept of Customer Relationship Management (CRM) and why is it important for any business. We then quickly dive into a product Microsoft is offering in the CRM space - Dynamics CRM or Dynamics 365. Next, you'll learn to set up a trial instance to play around with the system and get comfortable with it.Moving on, the course walks you through different aspects of Dynamics CRM such as its data model, records management, and sales pipeline analysis using dashboards, charts, and reports. You will also see how bulk data can be modified via Excel and imported back into the system. We'll also look at how data can be taken mobile with the Dynamics CRM mobile and tablet client and Microsoft Outlook so that the sales workforce who are in the field have the right access to the right resources at the right time.The course ends with a quick demonstration of a typical sales cycle for any organization and how it can be moulded in Dynamics CRM.

1. Chapter 1 : The Basics
   • The Course Overview 00:05:40
   • What is CRM and Why it is needed? 00:02:48
   • Introduction to Microsoft Dynamics 365 00:02:21
   • Setting Up a Trial Instance of Dynamics 365 with Sample Data 00:05:01
   • Moving around in Dynamics 365 00:08:18
   • Personalize Dynamics to Suit Your Needs 00:05:17
2. Chapter 2 : Working with Data
   • How Does Dynamics CRM Data Model look? 00:02:52
   • Playing with Records (CRUD Operations) 00:05:47
   • Importing/Exporting Data in CRM 00:10:37
   • Demonstrating Typical Sales Cycle 00:16:44
3. Chapter 3 : Data Analysis
   • Advanced Find – Strongest Search Tool 00:09:02
   • Create Views 00:04:14
   • Explore Trends with Charts 00:07:12
   • Need 360 View of Business Dashboards is the Answer 00:09:16
   • Working with Reports 00:12:00
4. Chapter 4 : Mobility, Integrations, and What’s Next
   • Going Mobile with Dynamics CRM Mobile Client 00:13:26
   • Going Mobile with Dynamics CRM Tablet Client 00:10:49
   • Exploring How Well Dynamics CRM Talks to Outlook 00:11:41
   • Easing Up the Sales Document Writing with Word Templates 00:09:42
   • Love Excel? Start Analyzing Data with Excel Templates 00:06:57
   • Doing More with Dynamics 365 00:05:11