Dynamics 365 Sales has a lot of features out of the box ready to use, but most organisations want to configure and customize it to their own unique requirements or business processes. In this tutorial I take you step by step through 3 of the main types of configurations you can do - adding and removing columns from tables, forms, and views, tailoring the lead to opportunity business process flow, and creating a new table and relationship. If you're interested in doing the MB-210 exam or configuring for your own business, you'll find this helpful.
Contents:
00:00 Introduction
01:36 Environments and Solutions
04:07 Add and remove table columns
17:08 Change the lead to opportunity business process flow
21:15 Create a new table and relationship
29:41 Edit the navigation menu
32:49 Further learning
8 июл 2024
