Beginners Dynamics 365 Sales Course – Start Here

Pete MurrayDyn365CEDynamics 3657 months ago32 Views

Welcome to our AMS Club introduction course to Dynamics 365 Sales. Each lesson is short and focused and will take no more than 5 minutes to watch or read

You can browse the lessons below or most people prefer to take the course by email. We’ll send a new Dynamics tip to you every other day.

AMS Club – Dynamics Sales

You can browse each lesson here, or follow the course in our recommended order below

  1. Charts 101
  2. Charts… just the way you want them
  3. Views and Personal Views… build your own ad-hoc reports
  4. Charts – Pesky Secondary Y-Axis not wanted…
  5. Dashboards – View Records to explode into chart and view mode
  6. Dynamics 365 – Open Recordset = Fast navigation of lists
  7. Recent and Pinned… a reminder of these helpful features
  8. Advanced List Filtering – Child records, AND and OR
  9. Record statuses, why they’re important and how best to use them
  10. Hierarchical data e.g. HQ plus branches…and more
  11. How to search for records using advanced filters
  12. Bulk Edit
  13. Merging Records – keeping on top of data quality
  14. Oops, cleared a lookup field by mistake? Here’s what to do
  15. Marketing Lists and Quick Campaigns – Part 1 Marketing Lists
  16. Marketing Lists and Campaigns – Part 2 Email Templates and Quick Campaigns
  17. Dynamics 365 – Creating/Modifying System Views
  18. Remove Unimportant Emails From Dynamics – CRM Tidy
  19. Using Focused View in Dynamics 365 Sales
  20. How to add Products in Dynamics 365
  21. How to Manage Products in Dynamics 365

The post Beginners Dynamics 365 Sales Course – Start Here appeared first on All My Systems.

Check Pete Murray’s original post https://www.allmysystems.co.uk/introduction-to-dynamics-sales-course/ on www.allmysystems.co.uk which was published 2024-08-13 12:47:00

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