Microsoft Dynamics® CRM Training

Your Successful Microsoft Dynamics 365 for Enterprise Deployment Course

Watched Passed Highest Score Video Brief Description
Your Successful Microsoft Dynamics 365 for Enterprise Trial This video will walk you through signing up for a free trial of Microsoft Dynamics 365 for Enterprise, will show you how to add users and assign them roles, and will give an Admin Center overview.
Importing Data into Microsoft Dynamics 365 This video will walk you through importing leads, then go over some best practices for importing accounts and contacts.
Server Side Synchronization in Microsoft Dynamics 365 for Enterprise One of the most important functions that Microsoft Dynamics 365 provides is synchronization with mail systems to allow for email to be sent and received in CRM, and email to be automatically tracked.
Introduction to the Sales App in Microsoft Dynamics 365 This video walks through tracking the sales process, nurturing a lead into an opportunity, contact, and account, and will go over important concepts such as business process flows, and opportunities.
Introduction to the Service App in Microsoft Dynamics 365 This video will cover the main functions that are included in the Microsoft Dynamics 365 Enterprise for Service app, otherwise simply known as "Service."
Introduction to the Marketing App in Microsoft Dynamics 365 This video will cover the lightweight marketing functions that are included in the Sales App.
ClickDimensions for Marketing This video will discuss an optional marketing solution called ClickDimensions.
Introduction to the Project Service Automation App in Microsoft Dynamics 365 This video will introduce the Project Service Automation app for Microsoft Dynamics 365 Enterprise edition. This app is included in Plan 1, but can also be purchased separately.
Introduction to the Field Service App in Microsoft Dynamics 365 This video will introduce the Field Service app for Microsoft Dynamics 365 Enterprise edition. This app is included in Plan 1, but can also be purchased separately.
Introduction to Portals in Microsoft Dynamics 365 This video will introduce Portals in Microsoft Dynamics 365 Enterprise edition.
Advanced Find This video will demonstrate the power of the Advanced Find tool in Microsoft Dynamics 365.
Introduction to Dashboards in Microsoft Dynamics 365 Welcome to Dashboards. This video will give you an overview of what dashboards are and how to use them, and we'll go over creating personal dashboards.
Activity Management in Microsoft Dynamics 365 This video will introduce you to activity management in Microsoft Dynamics 365.
Basic Customizations Microsoft Dynamics 365 allows for customizations in order to ensure that its tools are a benefit to your organization, specifically. This video will go over basic customizations.