Collections     Essentials     Microsoft Dynamics 365     Dynamics 365 for Sales (No Assessments)

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Discover the basics of using Dynamics 365, the cloud-based CRM tool from Microsoft. Start by exploring the features for general navigation before learning how to sign in, navigate the module using the Sales and Sales Hub interfaces, and browse your sales records. In Microsoft Dynamics 365, each view is made up of specific data sets, or records. You will learn how to access these records in order to start managing and developing your different customer accounts and deals. The course covers how to perform different actions, such as edit, bulk edit, and create customized views.

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Objectives

Microsoft Dynamics 365: Sign-in & Setup sign in to Dynamics 365 understand the Dynamics 365 Sales interface navigate in the Dynamics 365 Sales app use the Dynamics 365 Sales Hub use the search tools in Microsoft Dynamics 365 view your recent activity in Microsoft Dynamics 365 browse and open records in Microsoft Dynamics 365 select and edit multiple records in Microsoft Dynamics 365 edit and create record views in Microsoft Dynamics 365 customize your Microsoft Dynamics 365 display settings