This video is a short demo and introduction to Dynamics 365 Sales, which is the CRM capability of Microsoft Dynamics 365. It covers navigation and dashboards, account management, contact management, sales pipeline management (lead to opportunity process and how to qualify a lead), tracking activities on the timeline, exporting to Excel and editing in Excel Online, and how to use the built in AI features such as relationship analytics, predictive lead and opportunity scoring, notes analysis, and next best action suggestions with the relationship assistant.

00:00 – Introduction
00:20 – Dynamics 365 Sales Navigation and Dashboards
02:10 – Account Management in Dynamics 365 Sales
06:26 – Relationship Analytics
07:42 – Contact Management in Dynamics 365 Sales
09:28 – Notes analysis and next best action suggestions
11:02 – Sales Pipeline Managment (Lead to Opportunity process, qualifying a lead)
15:47 – Edit Dynamics 365 records in Excel Online
16:39 – Predictive Opportunity Scoring and Relationship Analytics for Opportunities
18:08 – Global search
18:30 – Summary

1 Comment
  1. iamJoshKnox 1 month ago

    Excellent overview – as a non-CRM consultant, this really helped me better understand the D365 Sales application!

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