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Migrating from Salesforce to Dynamics 365


Introduction
Stay productive when switching CRM
Managing change
Who is this course for?

1. Dynamics: Get Started
Basics of Dynamics
Navigate the Sales workspace
Sales flow overview

2. Map Workflows
Work with leads
Collaborate in Dynamics 365
Differences in contact status
Map tasks
Map recurring appointments
New features of Dynamics 365

3. Rethink Reporting
Create sales reports
Modify dashboards

4. Make the Switch
Move data from Salesforce to Dynamics
Avoid working in both platforms
Recreate email templates

5. Get the Most Out of Dynamics
Work with Microsoft Flow
Integrate with SharePoint
Work with Dynamics 365 in Outlook

Conclusion
Resources
Next steps