Dynamics 365 Sales in an Hour: A Complete Overview

This video is a comprehensive overview of Dynamics 365 Sales, for anyone considering making a change to their CRM, looking at CRM options, or interested in working with and understanding the capabilities of Dynamics 365 Sales. I explore the basics of CRM, including accounts, contacts, leads, opportunities, and activities, and discuss how CRM is evolving and changing with collaboration tools and working in Outlook. You'll see how Dynamics 365 Sales stacks up against tools like Excel, SharePoint, and Model-Driven Power Apps, when to use what, and features and benefits. I cover how to get started by signing up for a trial and take you through a full demonstration of the core capabilities. The video also covers licensing and an overview of Copilot for Sales, and configuration tips.
Timestamps:
0:00 - Dynamics 365 Sales in an Hour
1:08 - What is CRM and how is it changing
2:40 - Excel, SharePoint, Model Driven Power Apps vs Dynamics 365 Sales
17:43 - How to get started with a Dynamics 365 Sales trial
20:38 - Dynamics 365 Sales Demo
48:21 - Dynamics 365 Sales Licensing
49:33 - The Future of CRM and Copilot for Sales
51:30 - Configuring Dynamics 365 Sales
----------------------------------------------------
Connect with me:
☕ Buy me a coffee: www.buymeacoff...
🦉 Learn more about AI: aka.ms/learnwi...
🖇 LinkedIn: / lisa-crosbie
📼 TikTok: / lisa.crosbie
🐦 X (Twitter): / lisacrosbie
📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps / microsoft-power-platfo...

[@LisaCrosbie]

Connect with me: ☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie 🦉 Learn more about AI: aka.ms/learnwithlisa 🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: www.tiktok.com/@lisa.crosbie 🐦 X (Twitter): twitter.com/LisaCrosbie 📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/

[@antique-bs8bb]

Excellent - just the kind of summary I wanted to read. You must be very popular - there were so many adverts in the first half hour. A tribute to you.

[@LisaCrosbie]

Ah, sorry about all the ads, that doesn't always happen! But thank you

[@chloealliet5096]

Hi Lisa! I just wanted to take a moment to thank you for your amazing instructional videos on Microsoft Dynamics 365. You videos have been incredibly helpful, and thanks to your clear explanations, I was able to create my own model-driven app and canvas app during my job application process, even without any prior IT experience. I'm thrilled to share that I got hired at this IT company because of how well my app turned out, and I owe it all to your guidance. Your expertise and dedication to sharing knowledge are truly inspiring. Keep up the fantastic work, and thank you once again for making complex topics so accessible!☺💟

[@douglashill1759]

hey Lisa, thank you for this video, but I was wondering if you would ever take us underneath the hood? MS learning path doesn't teach/educate you on configuration (advanced settings), also ALM, moving a sales module from sandbox to prod etc. Thanks for all you do

[@thomaskogler]

👍The best summary of Sales I have ever seen. Top! :)

[@raymondhinton2688]

Lisa, your videos are very helpful.

[@codecode360]

Great video, relevant for the business I am working for as we are looking to integrate everything into Microsoft (including our CRM!!!)

[@caraziegel7652]

do you know anyone who does material on Dynamics Project Operations? there's like no documentation i can find

[@kainatmikael9761]

Thank you for your great videos. I am your new subscribers. I would like to request that can you make a video on process business flow of ERP? I work in a manufacturing company and we use ERP. Understanding the work flow will make my life easy. Connection between Sales, Manufacturing, Logistics, Delivery Project Management, Manufacturing Engineering?

[@nessy3543]

Hey, Lisa thank you for the video,I had a question there's a scenario where I had to add a product to the quote but i don't have permission to add , requesting the permission form the admin takes time and the customer needs the product so urgently, is there any alternative that i can add the product and send the quote to customer

[@kainatmikael9761]

Do you also provide one to one teaching for ERP? Non technically just on a high level like managers have the understanding of it

[@ItsMeManda-u3x]

hallo ms. lisa, i have a proble "There was a problem creating your knowledge source.", you have a solution?

[@LisaCrosbie]

I’ve never seen that message before, what are you doing to get to that message?

[@ItsMeManda-u3x]

@@LisaCrosbie im tried to upload document to copilot knoeledge resource, an the erroe message appeared