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Dynamics 365 for Sales Teams

Video Introducing this tutorial


What you should know

1. Enter Customer Data

Create a new account
Create contacts
Import contacts
Bulk update records
Take notes on competitors
Customize an entity

2. Monitor Existing Customers

Find existing records
Sort and filter records
Use advanced search
Modify views
See what's new

3. Market to Leads

Add a contact to a marketing list
Qualify a lead
Send a quote
Insert an activity
Close an opportunity

4. Follow Up with Contacts

Drill down into a sales report
Create a dashboard layout
Export data to Excel
Send bulk email


Next steps