Microsoft Dynamics 365 Sales (CRM): Tutorial for Beginners

Get started with Dynamics 365 Sales (Dynamics CRM) with this tutorial for beginners. You’ll learn how to use it for account management, contact management, lead to opportunity and pipeline management, activity tracking including native integration with Outlook and Viva Sales, as well as the built in AI and sales sequencing features, dashboards and reporting.

0:00 – Introduction to Dynamics 365 Sales
0:59 – Navigation, search, and security
5:40 – Account management and views
13:50 – Contact management and timelines
16:03 – Outlook integration and Viva Sales
21:07 – Creating new records
23:21 – Leads, opportunities, connections, Teams Collaboration
39:27 – Sales sequences / sales enablement
44:00 – Configuring Dynamics 365 Sales

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