Get started with Dynamics 365, the cloud-based customer relationship management (CRM) tool from Microsoft. In this course, instructor Gini von Courter takes you through the basics, providing the essential information you need to start leveraging this popular cloud service to power your business. After acquainting you with its user interface, record types, and business processes, Gini explains how to create records, track activities, and work with leads and opportunities in Dynamics 365. Plus, she shares insights on how to make use of dashboards, reports, and charts.
Gini von Courter
Empowering people and teams. Find my SharePoint, Power Platform, and Office 365 courses on LinkedIn Learning.Gini von Courter has taught computer classes on Microsoft Office for 20+ years and has authored 30+ books.
Gini has been providing computer classes and seminars on Microsoft Office and related products for more than 20 years at public and private companies, state and federal agencies, educational institutions, and not-for-profit organizations, and has consulted and trained on the use of Microsoft SharePoint since the first SharePoint product was launched in 2001. A founder and managing partner of TRIAD Consulting, Gini is also the author of 29 books, including Beginning SharePoint with Excel, and a number of lynda.com movies on SharePoint, SharePoint Designer, InfoPath, and other software titles. Gini's passion is helping clients use SharePoint and Microsoft Office applications to create solutions that increase efficiency and collaboration while improving the quality of people's work lives. She is a graduate of the University of Michigan with an M.B.A. from Oakland University.
Skills covered in this course
Use Dynamics 365 for end-to-end business management“
- [Gini] Dynamics 365 is a cloud service that provides comprehensive end-to-end business management. Microsoft's Dynamics business grew 67% in 2018. Which means that more and more businesses are moving more of their business to Dynamics that makes this a very good time to learn about Dynamics 365. In this course we will be creating records, qualifying leads, working on opportunities, and engaging in other activities that are part of the Dynamics sales business process. I'm Gini von Courter, pull on your tall boots and join me for this exploration of Dynamics 365.
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