Introduction
Discover Dynamics 365 sales
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Understanding Dynamics 365 customization
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1. Dynamics 365 Sales: The Basics
What is Dynamics 365 Sales?
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A quick note on navigating in Dynamics 365
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Access and sorting records and views
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Use quick create to create a new record
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Work with search in Dynamics 365
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Build queries with advanced find
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End-user personalization options
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2. Sales Efficiency with Dynamics 365
Utilize the Dynamics 365 Assistant
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What do we do with leads?
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Starting a sale: Create a lead
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Explore contact methods
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Use the timeline to add activities and notes to a lead
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Qualify a lead
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Use document storage and SharePoint integrations
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3. Opportunity Management
What is an opportunity?
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Various ways to create an opportunity
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Save time with business process flows
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Add opportunity products and suggestions
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Export Dynamics 365 data to PDF and email
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4. Work with Quotes
What is a quote?
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Activate a quote
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Revise a quote and versioning
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Close a quote
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5. Work in the Field with the Mobile Application
Access the mobile application
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Navigate the mobile app
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View, edit, and create records in the mobile app
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Business card scanner
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6. Reporting and Analytics in Dynamics 365
Use charts and dashboards
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Access Excel Templates
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Review forecasts
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Conclusion
Learn more about D365 and sales
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