Microsoft Dynamics 365 Sales (CRM): Tutorial for Beginners

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Get started with Dynamics 365 Sales (Dynamics CRM) with this tutorial for beginners. You'll learn how to use it for account management, contact management, lead to opportunity and pipeline management, activity tracking including native integration with Outlook and Viva Sales, as well as the built in AI and sales sequencing features, dashboards and reporting.
0:00 - Introduction to Dynamics 365 Sales
0:59 - Navigation, search, and security
5:40 - Account management and views
13:50 - Contact management and timelines
16:03 - Outlook integration and Viva Sales
21:07 - Creating new records
23:21 - Leads, opportunities, connections, Teams Collaboration
39:27 - Sales sequences / sales enablement
44:00 - Configuring Dynamics 365 Sales
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28 июн 2024

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Комментарии : 183

@LisaCrosbie Год назад

Connect with me: ☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie 🦉 Learn more about AI: aka.ms/learnwithlisa 🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: www.tiktok.com/@lisa.crosbie 🐦 X (Twitter): twitter.com/LisaCrosbie 📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/ **************************** My tutorial on how to configure Dynamics 365 Sales: Learn how to add and remove columns from a table, edit the Lead to Opportunity business process flow, create a new table and a relationship, and edit the navigation menu. 🎥Watch here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-CrlxnlxVjJM.html🎥

@LisaCrosbie Год назад

Let me know if you'd like more content on how to configure Dynamics 365 Sales, or on the Sales Accelerator/Sales Sequences

@D365LK Год назад

Yes please!

@LaConyaMurray Год назад

I would love content on the Sales Accelerator ❤

@davidlacagnina791 Год назад

You are an exclent teacher and I would love to see how to configure Dynamics 365 Sales, and the Sales Accelerator/Sales Sequences

@reidlendingpartners5643 Год назад

Yes, Lisa. Please do! This is great content

@ctechera Год назад

Lisa, I see that the dynamics app in Outlook is not free, meaning is not included when you get the Sales app. Is this true or am I missing something?

@monhassan 7 месяцев назад

You are the best instructor I have ever seen in RU-vid, Microsoft dynamics. Not only your great skills, but also lovely personality and beautiful smile. Thank you so much for this great effort.

@LisaCrosbie 7 месяцев назад

Thank you so much 😊

@carla.sullivan Год назад

Excellent. Just what I needed. I'm working on customizing Dynamics for ranching services, and you hit many areas, particularly with Power Apps, that we'll benefit from.

@nohaderaz8700 Год назад

This is literally the best tutorial ever. Thank you so much ♥️

@lindamhre1929 Год назад

Love your videos❤️some of the best dynamics tutorials out there are yours! You take us to the process and show it in a normal context 🤩 And yes both videos sounds good 👌

@LisaCrosbie Год назад

Awesome, thank you!

@DereckBreuning Год назад

Great stuff Lisa! Would indeed love to see more.

@ridethecatbus Месяц назад

This is the best dynamics 365 demo. Nice work!

@dawiz2k1 Год назад

Best Dynamics Sales intro I have seen on RU-vid! Great Job!

@LisaCrosbie Год назад

Wow, thanks!

@alastairtooth6252 3 месяца назад

Great video - really informative and summed up what i needed to know concisely. Cheers!

@sherriew6413 3 месяца назад

Terrific video, exactly what I was looking for. One of the best beginner tutorial videos I have ever watched on a subject. Thanks so much! Subscribed 👍🏼

@prashantvedpathak3067 Год назад

Wow... that was so extensive... simply liked it. Glad to see the new features in it and working so smooth. Must tutorial for Sales guy.

@LisaCrosbie Год назад

Awesome, thanks so much

@ceciliamacphee4798 4 месяца назад

I love your videos ! so easy to follow ! You ROCK :)

@masterozzie3020 Год назад

Thank you Lisa. Very helpful tutorial. HatsOff

@danieldaemi4604 Год назад

Thank you, Lisa. Your course was much more useful than the one in Linkedin Learning! 🙏

@yuliadavidson2894 9 месяцев назад

Brilliant videos Lisa!

@nigelbradley5709 Год назад

Great video Lisa! Really good overview and will be sharing with my team!

@LisaCrosbie Год назад

Awesome! Thank you!

@adrianaalvarez229 Год назад

Excellent tutorial, would be great to see something related to Price List configurations inside Opportunities and how this impacts the Forecast

@usamakamil 8 месяцев назад

thankyou lisa so much and this is my first journey video of you thankyou for elaborating in easy way ☺

@vtanz 3 месяца назад

Awesome! thanks for sharing the knowledge

@zeal5948 Год назад

This is an incredible tutorial. The tutorial is explicit and simple. Thank you for this wonderful video. I owe you a subscription.

@davidstewart1822 8 месяцев назад

Exactly what I thought! thank you so much for taking the time to make this. Consider me subbed!

@MsXCollapse 10 месяцев назад

Thank you, Lisa!

@manuelguzmanjr6622 5 месяцев назад

Excellent video!

@martinuteng1403 17 дней назад

Great video! Thanks!

@emekaegwunyenga7977 Месяц назад

Great tutorials Lisa

@Larry21924 6 месяцев назад

I'm enlightened by the intellectual depth of this content. A book with related material transformed my worldview. "The Art of Meaningful Relationships in the 21st Century" by Leo Flint

@LisaCrosbie 6 месяцев назад

Thanks for the recommendation

@vc5940 15 дней назад

Thank you very much for your video.

@MrPocsaiAndras 2 месяца назад

Great video, thank you

@deogardener Год назад

That was a very helpful video for a beginner!

@Webgooner Год назад

Just brilliant, thanks

@elizavetastarostina5216 Год назад

Hey Lisa, thank you so mich for all your amazing content! I have only one tiny suggestion.. if you could blurr out the background that would be very helpful to keep all the focus on you. Sometimes I catch myself being distracted with the items on the shelf and I am sure that will help other people with attention deficit

@lukebrsm6210 Год назад

Yep. Keen to see more config tutorials.

@LisaCrosbie Год назад

Excellent, thanks, I'll make more of this content soon then.

@CloudhoundCoUk Год назад

Excellent thank you.

@jhonnysnz 10 месяцев назад

thank you for share you knowledge

@sdunn0711 Год назад

Thanks so much. Great overview!!!! I'm sort of liking it better than Salesforce thanks to you.

@LisaCrosbie Год назад

Ok that totally made my day, thank you!

@MohamedAhmed-du9xz 18 дней назад

Thank you so much for this content, can you please make another one for the marketing & customer insights part ?

@yusufbas035 Год назад

Thanks lisa

@tomr9969 Год назад

I forgot to mention, I love it when you say in case you didn't know this is a model-driven app!!!

@olegpetrenko8031 Год назад

Thank you for the great overview! Do you have (or maybe planning to do) some video explaining some best practices how to handle contacts and accounts data quality issues. Like, how system can help preventing creation of duplicating entries, deduplication/merging of existing entries, and some tricky scenarios, for example, when one contact has been working for one company but then starts working for another company, or the same contact is related to several accounts at the same time (for instance one procurement manager is responsible for several related accounts from the group of companies), etc. Thanks!

@daacanada 3 месяца назад

Thanks!

@julienbaneux9723 Год назад

Hi Lisa, great content. Your page is going to for sure be picked up by the youtube algorythm. One piece of feedback for you. I'd suggest making your video footage of your head a little smaller and/or move farther to the left or right margin. Outside of that, the video experience is wonderful! Particularly happy with the chapter titles (the official Microsoft account doesn't have this!). Well done!

@LisaCrosbie Год назад

Thanks, always a balancing act with the sizes of things fitting on the screen, appreciate the feedback.

@HebaElgelany 9 месяцев назад

Hello Lisa, I greatly enjoyed your video it helped me a lot as a Function consultant. I need a video describing the Customer service environment Please.

@LisaCrosbie 9 месяцев назад

It's on my list, thanks for the upvote for it 🙂

@MPub Год назад

Thank you for this. May you please make another video based on reports generation. Thanks

@kevinflanagan5851 2 месяца назад

Thank you for the video! I am curious about the custom Help pages you are referring too

@rajuvadnala 3 месяца назад

'Dynamics 365 is actually a power app' got me.

@LisaCrosbie 3 месяца назад

🤯

@jochenharter 8 месяцев назад

Rubbish bin = trash can 😂 Made my day. Go Aussie

@LisaCrosbie 8 месяцев назад

Hahaha, yes, that’s what we call it in Australia 😊

@sandipansarkar9211 7 месяцев назад

finished watching

@danielagarcia3109 7 месяцев назад

Lisa, thank you for sharing this. I’d like a tutorial for Dynamics 365 ERP

@LisaCrosbie 7 месяцев назад

Thanks - it's not an area I'm into yet, sorry.

@XAUXIXIO 11 месяцев назад

Tks a Lot¡¡¡

@sahilqhamar Год назад

Great job LISA. Would you happen to have a video on the Healthcare Module? I am an aspiring BA and recently joined a healthcare project. Any help in this matter would be highly appreciated.

@dm5791 Год назад

yes please do configurations

@LisaCrosbie Год назад

Coming up next week (I hope), i just need to get through editing it.

@dm5791 Год назад

@@LisaCrosbie can you do a tutorial on dynamics 365 sales connecting it with power automate to create flows, and power apps (creating custom visuals for the dashboard)

@madkins1868 2 месяца назад

Excellent tutorial. If my business is more B2C and the sales cycle is very brief (i.e. someone comes to a website, picks a product and enrolls for service) but I'd like to track the leads that don't complete the process vs. those that do (accounts), can you skip opportunities altogether? What do you lose?

@malikmahamoor7463 17 дней назад

Thanks for the video Lisa! We're looking to implement Dynamics 365 Sales CRM, and this has been really helpful. Two questions for you. The first is that we need a customized commission model for our sales team. Is this something we can build on power apps and integrate with CRM? The second is that we're looking to develop this inhouse (with some external consulting potentially). Just wanted to know your thoughts (we have inhouse data engineers and process analysts).

@therealjohnshelburne 10 месяцев назад

THANK YOU for creating this video. For the new account creation. How do I get rid of fields like Fax Number? That field was relevant in 2002.

@LisaCrosbie 10 месяцев назад

In the first section of the video where I show how to add new columns to a form, you’ll also see that I delete some. You can do that with any fields you no longer want. I always get rid of fax!

@ctechera 3 месяца назад

Lisa I need to split under Leads and Opportunities, B2B and B2C customers. How would you recommend to do? The funnel is very different from each. I also couldn't make work the sycing of Calls and Actions in Dynamics to my Outlook. They pop un in To Do's but it doesn't link the customer and the history behind it. Your help much appreciated

@juliahide987 Год назад

Hi Lisa - love this video, but do you have a video, or can help me with uploading about 900 company accts onto a dynamics excel spreadsheet template, rather than having to type in each acct separately. Is there a specific tool needed for this? All the tutorials already start with the spreadsheet filled in and I need the step before that!! Hope you can help. Thanks Julia

@LaConyaMurray Год назад

This a great video. I’m wondering how to have an opportunity added to the bpf if they weren’t a lead first? I have clients that need multiple services over time.

@LisaCrosbie Год назад

There is also an out of the box BPF just for opportunities. If you create a new opportunity without starting with a lead you’ll see it. Many organisations don’t use the leads part, you don’t have to

@LaConyaMurray Год назад

@@LisaCrosbie I'm going to look into this today. Thanks!

@tinyshedlife 6 месяцев назад

I'm new to Microsoft Outlook. Do you prefer using the online version or the desktop app? Especially if we are looking to integrate more features for CRM etc.

@LisaCrosbie 6 месяцев назад

I actually prefer (and use) the online version, I like the UI much better.

@cepolly 7 месяцев назад

Thanks, Lisa. Great Video. Can you tell me why the sales insight setting might be missing from the Change Are section. We're trying to see the Sales Accelerator. Thank you again!

@LisaCrosbie 7 месяцев назад

Do you have the Sales Enterprise or Sales Premium license, and a System Administrator role? This might also help learn.microsoft.com/en-us/dynamics365/sales/intro-admin-guide-sales-insights

@martindullemond393 Год назад

Great video Lisa. Any plans on doing a video about the collateral section of Dynamics 365 Sales? Greetings from The Netherlands

@LisaCrosbie Год назад

Hi, and thanks. Collateral isn’t on my list for a video, it’s not something I see used much to be honest, sorry.

@giovannacamporese Год назад

Thank you, Lisa. Is it possible to create lead or opportunities with Viva Sales in Outlook? Or just track e-mail on existing ones? Thank you so much for your answer!

@LisaCrosbie Год назад

Yes, you can now add any table into Viva Sales (Opportunities were already there but you can add Leads as well) - details here techcommunity.microsoft.com/t5/viva-sales-blog/what-s-new-in-viva-sales-may-2023/ba-p/3822886

@katecat6582 Год назад

Hi Lisa, Thanks for your explanation, it's really easy to follow. But i'm still having trouble about it since i'm just new to the system. I want to ask you about what D365 Sales Professionals can do. So far, i can only input the data such as Activity, Leads, and Opportunities. Other than that, i don't know anything else i can do with the system because the feature is limited. Is there any way to make a forecast on D365 or make Sales Accelerator appear in the system for Sales Professionals license? Thanks in advance

@LisaCrosbie Год назад

Forecasting and sales accelerator are not available in Sales Professional.

@saikumarramagiri7463 Год назад

Great job Lisa crosbie Please explain it Can we create opportunities without creating an account or contact in the sale module

@LisaCrosbie Год назад

Yes, you can create an opportunity without any contact or account attached.

@saikumarramagiri7463 Год назад

@@LisaCrosbie first of all TQ u for your reply and nice to meet you 😍 can you please explain Steps to do it

@vasanthkali05 Год назад

Hi Lisa, thanks for this tutorial. Will you be coaching or teaches Dynamics 365 as batches? or let me know to whom I should approach for complete training.

@LisaCrosbie Год назад

Thanks so much. I have a full time job in consulting so I don’t run coaching or training but I am planning to add more videos here to cover more of Dynamics 365 Sales

@rightpricerealestategroup2227 Год назад

In the example you gave on Alex helping discuss the proposal, is there a way to integrate each persons calendar to schedule a time rather than chatting a time back and forth (Bookings or some type of auto suggest from available times for both people)

@LisaCrosbie Год назад

The best and simplest solution I’ve found for that is an outlook add in (free) called FindTime

@rightpricerealestategroup2227 Год назад

@@LisaCrosbie thank you.

@juliahide987 Год назад

Sorry Lisa I forgot to mention that I would be uploading from our LinkedIn company acct.

@CH_Katri Год назад

Hi Lisa - you mentioned very quickly customer service in this video. Does MS 365 Dynamics also have an own customer support app like the sales is? Or would a Customer Support need to be engaged with an external Software? Thanks for your answer PS. Your explanation videos are gorgeous 🎉

@LisaCrosbie Год назад

Yes, there is a whole other Customer Service app as well as omnichannel and digital contact centre capabilities. I haven’t yet had a chance to make those videos but if you search Dynamics 365 Customer Service you’ll find it.

@CH_Katri Год назад

Thanks- I will definitely lookout for it

@tomr9969 Год назад

GOLD ⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐⭐

@JessyHoule 7 месяцев назад

I would be curious to hear your Outlook integration thoughts on Viva Sales (as you were using) verses Dynamics 365 Outlook App verses Microsoft Sales Copilot.. sometimes it's just branding, other times one has benefits over others, and sometimes there are overlapping features. Have you used the others? And.. thank you for the great video Lisa!

@LisaCrosbie 7 месяцев назад

Viva Sales was rebranded Sales Copilot, so there is no comparison or choice to make there. I'm recommending Sales Copilot now over the Dynamics 365 Outlook App, for anyone who has Dynamics 365 Sales Enterprise or Premium, it's included. I'll do a video on this - it's pretty close to parity, but Sales Copilot adds a much nicer UI and generative AI features (writing emails for you, summarising meetings) that you don't get with the D365 Outlook App.

@kindumelese4335 6 месяцев назад

Thank you for sharing this lesson but how to pull up the modern Deriven app to Dynamics 365? Since once develop everything on Model derive /on Solitions then we use on Dymics 365 or is there any way of developing the dynamics 365 from scratch instead of using built-in templates Thank you

@LisaCrosbie 6 месяцев назад

there is no way to bring your model driven app solution in on top of the Dynamics 365 app, but you can use the same skills to configure dynamics 365 to add tables, configure the forms and views and business process flows as you need.

@admissionsaaron 5 месяцев назад

This is helpful. Question for you. As a company, we do M&A work. The first "sale" is to have them choose us to work with them on a merger. Let's say it's 3 companies. Is it possible for an opportunity to be tied to 3 accounts and then have all communication linked within that opportunity?

@LisaCrosbie 5 месяцев назад

Out of the box an opportunity is connected with one "Potential Customer" - I'd suggest that would be the organisation that chooses you to do the M&A work. You can then configure it to add the other companies involved in the merger, either as connections or as additional lookups. Yes, you can then track all correspondence against that opportunity.

@Estee_Space Год назад

Can you please do tutorial on how to customise and configure the sales module for those who are starting their journey as D365 CE consultants? Thanks for the video

@LisaCrosbie Год назад

Thanks, good to hear that would be worth doing, I'll work on it soon.

@Estee_Space Год назад

@@LisaCrosbie thank you. I am a D365 CE project manager and wants to transition to be a consultant and I know there a a lot of other people who wants to start this journey but will need some one like you to guide us. It will be appreciated so much. Thank you.

@LCH974 8 месяцев назад

Hello Lisa, Thank you for sharing this tuto. I have got an issue when adding columns to my accounts/contacts. I add for example a column "Category". It become visible in the list but I want to add data for these categories, it's not visible after clicking on the account/contact. As a result I have several new empty useless columns. Anyone with the same issue ?

@LisaCrosbie 8 месяцев назад

Is category a choice column, do you want it to have drop down options? Did you set those up when you created it?

@three3thou Год назад

Lisa please may you do a cost comparison, like for like between hubspot sales CRM and dynamics sales?

@LisaCrosbie Год назад

I'll have a look at it, thanks for the suggestion.

@ambergallagher-schranz8535 Год назад

Hi Lisa, just started learning about Dynamics 365. Im used to Pardot and Hubspot. Right now I have a trial for Marketing but it seems as though I also would need sales hub to really make the marketing widget make sense. Is that correct?

@LisaCrosbie Год назад

You need to have your customer data in the data tables in Dynamics 365 to make it work. You don't necessarily need Sales Hub for the marketing application (although using them in combination is way more value than using Marketing standalone because they are built to be fully integrated). If you use marketing standalone, you have the contact and account tables as part of that application. I never recommend using D365 Marketing with another CRM though, so much of the benefit is in the complete single platform.

@guidodesalvo444 10 месяцев назад

Hi! Great video. This CRM came with the standart 365 license?

@LisaCrosbie 10 месяцев назад

It’s not part of the Microsoft 365 license, you need licenses for Dynamics 365 Sales

@carldoebel4122 Месяц назад

do you have a tutorial on importing data into dynamics 365

@SmartLearningAI 6 месяцев назад

Would you mind listing the Tables used and mention which are included in Dataverse and which are custom? Thanks. I see Accounts and Contacts, but what are the ones for Leads etc.

@LisaCrosbie 6 месяцев назад

These are all tables in Dataverse when you purchase Dynamics 365 Sales. If you work with Dataverse building your own Power Apps you’ll have account, contact, and the activity tables but none of the rest of what you get here with the full first party app

@Rocketrooster177 11 месяцев назад

How do you integrate what products or services the Client is interested in, or currently uses, potential volumes and prices, how then do you link these to product managers, quotes, budgets etc..

@LisaCrosbie 10 месяцев назад

There are out of the box tables in Dynamics 365 for products, price lists, price list items, and opportunity product line items that allow you to track all this. Then you can generate a quote / order / invoice from there. Just not shown here, because I'm covering the parts most used.

@nwankwoisabella4961 Год назад

Thank you for your share. please how can i create a table in power apps and have it in my sales hub site map?

@nwankwoisabella4961 Год назад

Customization and configuration?

@LisaCrosbie Год назад

Once you have created your table in dataverse, here's how you can add it to your sitemap: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-e28PafkBBWk.html

@AbdullahShehata13 Год назад

Thanks Lisa , any chance content about "Project Operations" ? and waiting for Microsoft Dynamics 365 Marketing (CRM): Tutorial for Beginners

@LisaCrosbie Год назад

Dynamics 365 Marketing tutorial is definitely on my list, but I don't work with Project Operations, so don't wait for that one here, sorry!

@AbdullahShehata13 Год назад

@@LisaCrosbie Thank you ♥️

@sushman7748 4 месяца назад

how to get the report generated for day to day sales order created

@QaisNL Год назад

Dear Lisa, would you please make a video course about Dynamics SRM Sales for advanced users. Thank you.

@LisaCrosbie Год назад

Sure. Did you have any particular areas in mind you would call Advanced?

@QaisNL Год назад

Hi Lisa) hi Lisa, thank you for your response ) I would like to see following areas in course( Creat and manage Quote, Product,Product Catalog,Integreation with External Sales App, Configure Sales Visualization, Configure Sales Settings… 😊😊 THANKS IN ADVANCE😊

@richhepworth7035 6 месяцев назад

Is this Dynamics 365 Sales Professional, Enterprise or Premium? Sorry if I've missed this in the video

@LisaCrosbie 6 месяцев назад

This is Enterprise (or Premium)

@t5glachy454 4 месяца назад

Hi Lisa, can Dynamics CRM be used without having Dynamics ERP?

@LisaCrosbie 4 месяца назад

Yes, they are completely separate licenses and products

@silenakirkconnell-kawana7938 Год назад

Hi Lisa, when I create an appointment or task in Dynamics it doesn't link to my Outlook. What am I missing?

@LisaCrosbie Год назад

Your admin will need to have done some settings for this to work - setting up the synchronisation and mailbox settings, so perhaps check if that has been done.

@MasonMonarchs2023-lo8fh 5 месяцев назад

I don't have the "primary contact" field. How do I edit as an admin what's on that page?

@LisaCrosbie 5 месяцев назад

Here's my tutorial on how to configure Dynamics 365 - I don't have that specific example but I show how to add fields to a form so the concept is the same. Primary Contact is an out of the box field on the Account table (you don't need to create it, just find it and drag and drop it on to your form). ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-CrlxnlxVjJM.html

@SmartLearningAI 7 месяцев назад

Is there a way for learning/developers to explore this app without payment?

@LisaCrosbie 7 месяцев назад

Yes, just go to trials.dynamics.com and you can get a free 30 day trial to learn.

@JohnMancini 3 дня назад

Holy cow - I don't know who you are, Lisa, but I wish I had discovered you long ago. The Dynamics documentation is such crap. I learned more practical things in this one course than I discovered in hours and hours of mucking about with Dynamics "help"

@LisaCrosbie 2 дня назад

Very glad you found me then and that you got so much out of it, thank you ☺️

@v75tan 5 месяцев назад

How is Dynamics 365 relate with Power platform ?

@LisaCrosbie 5 месяцев назад

Dynamics 365 Sales, Marketing, Customer Service and Field Service (the Customer Engagement apps) are all built on Dataverse. They are first party (Microsoft) very sophisticated model-driven Power Apps. Essentially it's all Power Platform underneath these Dynamics 365 apps and you use Power Platform tools to extend and configure them.

@manuelguzmanjr6622 5 месяцев назад

How can I have access to this Sales Hub Lisa?

@LisaCrosbie 5 месяцев назад

You can sign up for a trial at trials.dynamics.com

@gargi3kaushik Год назад

Can someone help me with approvals ??

@LisaCrosbie Год назад

This is my tutorial on how to trigger an approval if this helps ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-Q0d1SGYAseI.html

@johnbrennan8442 7 месяцев назад

Hi do users need a premium licence to use this app please ?

@LisaCrosbie 7 месяцев назад

Yes, users need a Dynamics 365 Sales license.

@johnbrennan8442 7 месяцев назад

@@LisaCrosbie users ? So if there are 10k customers they all need that licence . What is the price of that please ?

@LisaCrosbie 7 месяцев назад

if you actually have 10k users who all need to use the CRM, then you will have a Microsoft account executive and you should speak to them about an enterprise agreement at that scale.

@johnbrennan8442 7 месяцев назад

@@LisaCrosbie Thank you Lisa appreciate all your videos

@user-pj1os6kh6c 7 месяцев назад

I don't have the relationship analytics tab you showed @12:44 under Accounts. Any idea why? ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-3Lfs5fAc1bU.html And... your videos are amazing. So clear and you are so positive! Thank you!

@cttpa Год назад

Team model driven? 🤔

@LisaCrosbie Год назад

I'm team model-drivel all the way - Dynamics 365 is a (sophisticated) model driven app.

@cttpa Год назад

@@LisaCrosbie thanks for your answer !

@swatikorade4606 10 месяцев назад

Can you please make one video on canvas app in deep

@LisaCrosbie 10 месяцев назад

On my list, thanks for the suggestion

@arkotrainingltd5635 7 месяцев назад

Its for beginners but you just sign in... I sign in and its not showing so not beginner friendly if they dont know were to get things from

@LisaCrosbie 7 месяцев назад

What are you signing in to? I’m assuming this is for beginners who have a license. If you don’t then you can get a free trial at: trials.dynamics.com

@Pathan19 7 месяцев назад

why u r using trial version ? teach us in full version if we got selected then what will we do in full version. in full version there are lots of things.

@LisaCrosbie 7 месяцев назад

I haven’t offered everything that’s possible, but everything that is available in the full version is available in the one I’m using. What do you see missing?

@Pathan19 7 месяцев назад

@@LisaCrosbie prepayments, 3 types of discounts are there, blanket order and many more things

@LisaCrosbie 7 месяцев назад

This video is just focused on Dynamics 365 Sales, those things you mention aren’t part of the Sales app. There are over 20 different Dynamics apps now, sounds like you’re talking about something from Business Central or Finance which are different apps I haven’t covered.