This video is a comprehensive overview of Dynamics 365 Sales, for anyone considering making a change to their CRM, looking at CRM options, or interested in working with and understanding the capabilities of Dynamics 365 Sales. I explore the basics of CRM, including accounts, contacts, leads, opportunities, and activities, and discuss how CRM is evolving and changing with collaboration tools and working in Outlook. You'll see how Dynamics 365 Sales stacks up against tools like Excel, SharePoint, and Model-Driven Power Apps, when to use what, and features and benefits. I cover how to get started by signing up for a trial and take you through a full demonstration of the core capabilities. The video also covers licensing and an overview of Copilot for Sales, and configuration tips.
Timestamps:
0:00 - Dynamics 365 Sales in an Hour
1:08 - What is CRM and how is it changing
2:40 - Excel, SharePoint, Model Driven Power Apps vs Dynamics 365 Sales
17:43 - How to get started with a Dynamics 365 Sales trial
20:38 - Dynamics 365 Sales Demo
48:21 - Dynamics 365 Sales Licensing
49:33 - The Future of CRM and Copilot for Sales
51:30 - Configuring Dynamics 365 Sales
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