Book Image

Getting Started with Dynamics 365 Customer Engagement [Video]

By : Nicolae Tarla
Book Image

Getting Started with Dynamics 365 Customer Engagement [Video]

By: Nicolae Tarla

Overview of this book

Microsoft Dynamics 365 Customer Engagement is currently one of the most successful Customer Relationship Management platforms in the market. It is capable not only of the typical Salesforce automation functionality, but it can also serve various other purposes. This flexibility, along with its various deployment options, makes it a very enticing proposition for businesses of any size. We focus on the main types of licensing option available for Microsoft Dynamics 365 Customer Engagement. We look at the requirements for each option, and how to choose the right one. You will then learn about core platform structure. We look at the entities, relationships, modules, and internal structure of the platform. Throughout this course we create a trial online environment for use during the course, look at out-of-the-box functional modules, and get a better understanding of the main platform components. By the end of the course, you will be able to use proper terminology, communicate effectively with system implementers, and understand the relationships between the various technical and functional elements.
Table of Contents (9 chapters)
Chapter 2
Dynamics 365 for Sales
Content Locked
Section 3
Managing the Sales Process
In this video, we will be exploring how to manage the sales process. - Explore how to interact with a process - Work with the records to manage the sales