- Dynamics 365 CRM Overview
- Navigating Dynamics 365 Sales, Customer Service, and Marketing
- Sales Management
- Customer Service
- Marketing
- Overview of Operations
1. Dynamics 365 CRM Overview
- Functional Areas
- Entity Relationship
- Relationships and Records
- Access Types
- Help Area
2. Navigating Dynamics 365 Sales, Customer Service, and Marketing
- Client Types
- Open and Create Records
- Accounts and Contacts
- Other Actions on Records
- Activities
- Interaction Wall
- Views
- Search for Data
3. Sales Management
- Overview of Sales
- Leads
- Opportunities
4. Customer Service
- Overview Customer Service
- Case Management
5. Marketing
- Overview of Marketing
- Marketing Lists
- Marketing Campaigns
- Campaign Responses
6. Overview of Operations
- Cloud Based Solution
- Value of Workspaces
- Workflow Definition
- Industry Focus
- Reporting Tools