Description
Dynamics 365 Sales Quick Start – 1 Day
Price includes 2 attendees per company
Duration – 1 Day
Overview – This course is for new Dynamics 365 Sales customers needing to setup the system. During this course attendees will learn how to:
- Provision the Dynamics 365 for Sales Environment in Microsoft Powerapps
- Install the Dynamics 365 for Sales Solution
- Login to Dynamics 365 as an Administrator
- Assign Dynamics 365 Sales licensing to users
- Manage users & security roles
- How to Set Security on Data
- Review & Set Standard Settings
- Understand the main areas of Sales – Leads, Opportunities, Accounts, Contacts, and Activities
- How to Prepare your Data for Import into Dynamics 365
- Customize Fields and Screens
- How to Import your Data
- Setup Dynamics 365 Outlook Integration
