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/
@beccoleman13 Жыл бұрын
After days (weeks in total) of researching CRM & ERP options, solutions and capabilities, I've just found and watched a few of your videos and have got more out of them in a couple of hours of taking notes and initial planning for my business case, than anything other source of info. I love that you're straight to the point, informative but not info overload, and very concise. Thank you so much! I have a bit of catching up to do, but keep the great videos coming 👍👍
@LisaCrosbie Жыл бұрын
Thank you so much, that's exactly what I'm aiming for, to simplify and explain and make it easy to find the information you need, so I really appreciate your comment.
@borntodoit8744 Жыл бұрын
Agree ... excellent videos
@golf_sale2 жыл бұрын
THE BEST summary of Dynamics that I've seen to date, really well done!
@LisaCrosbie2 жыл бұрын
Thanks so much 😊
@Tooxcade4 ай бұрын
Fantastic! I watched this video more than 15 times, and I got the job now.
@LisaCrosbie4 ай бұрын
Wow, congratulations!
@ayeboss38982 ай бұрын
Good stuff!
@muumbawebdigitalagency Жыл бұрын
In less than half-an hour, I have gained the full understanding of what I have always wanted to know about this product. You have answered most of the questions I had. Thanks.
@LisaCrosbie Жыл бұрын
Awesome, so happy to have helped.
@hollygeary4550 Жыл бұрын
Very comprehensive and to the point introduction to this program. Thank you.
@kyoopihd2 жыл бұрын
This is great - my organization is likely transitioning out of the system they're currently using, and a 10 minute summary like this could go a long way for folks who need an overview of what Dynamics can provide. Thanks!
@LisaCrosbie2 жыл бұрын
Excellent, very happy to hear this will help
@sammyiboi2 жыл бұрын
This is really helpful! It's easy to get lost in the weeds of a specific part of Dynamics 365. So it's refreshing to see the entire environment explained in a succinct way like this. Thanks!
@LisaCrosbie2 жыл бұрын
Glad to have helped!
@riffatunes1910 Жыл бұрын
I hardly ever leave a comment on videos but this deserves 👏 You have explained this well for me
@LisaCrosbie Жыл бұрын
Thank you so much!
@TarunMaini99 ай бұрын
Precise and crisp explanation of each topic 👍🏻
@emmanuelosu8002Ай бұрын
This is just a brilliant, insightful and concise explanation. Thank you so much
@myslait Жыл бұрын
I have an job interview that requires me to explain what is D365. Thank you for saving my time and life 😭
@LisaCrosbie Жыл бұрын
No worries, good luck!
@crsoulfly3341 Жыл бұрын
Same here!!
@JimmyJamesonJnr7 ай бұрын
Did you get the job
@khadijaxaidi35235 ай бұрын
Did you get the job ? bro
@nicholaslewis47583 ай бұрын
Hope the interview went well
@namp115 ай бұрын
Very clear and straight-forward! Thank you for this!
@asheeshkchopra Жыл бұрын
Really crisp overview. Thanks.
@misstt259 ай бұрын
Thank you so much for this precise, straight to the point explanation.
@211thebrand810 ай бұрын
thanks for this overview. it was very informative. i am a business analyst who have not directly used ms dynamics 365 so this was great exposure for me to dive deeper
@WBFbySteefen10 ай бұрын
Wow, the Mixed Reality capabilities are impressive.
@NickPape Жыл бұрын
Amazing video. Thank you so much for preparing this Lisa. 5 star video!
@LisaCrosbie Жыл бұрын
Glad it was helpful, thank you.
@WoodyBoca Жыл бұрын
Thank you for simplifying the Microsoft Dynamic platform. Be well.
@LisaCrosbie Жыл бұрын
Glad to have helped, and thank you.
@heyrob-net2 жыл бұрын
Fantastic video, Lisa. Your Power BI video intros greatly improved that learning portfolio. Now my D365 teammates are discovering your talents. Great stuff.
@LisaCrosbie2 жыл бұрын
Awesome, so glad to have helped, thank you.
@sandro-nigris Жыл бұрын
Very clear introduction, thanks Lisa!
@goldman1996 Жыл бұрын
Thank you. I'm preparing for the MS-900 certification and this is very helpful. (My employer instructed me to take AZ-900, MS-900, and CS-900.)
@LisaCrosbie Жыл бұрын
Good luck!
@niharsad10332 ай бұрын
One of the best introductions to D365
@therealcomment5622 Жыл бұрын
Very clear explanation and easy to understand. Just what I was looking for.👌
@LisaCrosbie Жыл бұрын
Awesome, thanks!
@jonathanacemyan20452 ай бұрын
Thanks for your great video ! I love your BG decoration with BTTF and GB item
@LisaCrosbie2 ай бұрын
They are awesome yes. I love them!
@josephirvingcrisologo Жыл бұрын
Just subscribed. Thanks Lisa very clear and staright forward explanations.
@onyedikachigeoffrey1669 Жыл бұрын
This was so detailed and insightful. Thank you
@DavidSmith-os4uv22 күн бұрын
I need to learn this as I'm seeing support jobs with this everywhere.
@LisaCrosbie21 күн бұрын
I’ve got some tutorials here on the Sales app if that’s an area you want to get into. Good luck.
@theadventuresofred19 Жыл бұрын
Great work Lisa keep them coming. SO much is happening in the MS world that we need to continuously keep on the case as to what is covered/possible.
@rajas2123 ай бұрын
Very informative and brief. Thank you.
@simplydevz5349 Жыл бұрын
Useful video🎉thank you so much❤
@nonhlanhlankosi5192 Жыл бұрын
I needed this, I have an interview tomorrow & the position key points includes knowledge of D365
@LisaCrosbie Жыл бұрын
Good luck 🤞
@fingerdrop9 ай бұрын
For the last 10 years I called it Customer Records Management. Mind blown
@nialldoyle6328 Жыл бұрын
This provides a great grounding in Dynamics 365 . Thanks for posting Lisa!
@MHVohra Жыл бұрын
Very well explained, Lisa! Keep sharing valuable stuff😃
@LisaCrosbie Жыл бұрын
Thank you so much, plenty more to come :-)
@beatrizfabiano416510 ай бұрын
Thank you Lisa! This is really great!
@user-ey6qc2ks7z10 ай бұрын
Excellent presentation. Many thanks.
@Vonnaismable2 ай бұрын
Seriously! You are awesome, thanks so much for breaking this down. I am interested in a role and they utilize the customer service portion of Dynamics 365. I love the Ghost Busters station wagon in the background, and I believe thats the Back to the Future DeLorean! I showed my son and he freak! Literally anything old school he loves.
@LisaCrosbie2 ай бұрын
Indeed, yes, those are the Ghostbusters ECTO-1 and De Lorean Back to the Future Lego sets. My pride and joy! Good luck with the role.
@funkfonz Жыл бұрын
Great video. Thank you!
@amjadfaddah1154 Жыл бұрын
Great video and very informative , thank you very much !!
@AnilKumar-fr9jo Жыл бұрын
Simple awesome ... you are Star of D365 ... thanks and keep sharing more videos, it's helping a lot to understand this new area. thanks... :)
@LisaCrosbie Жыл бұрын
Thank you so much. I’m getting a lot of interest in more Dynamics 365 content so definitely more coming.
@akhassan2597 Жыл бұрын
Well explained! Thank you!
@jeffrey61246 ай бұрын
Great detailed Dynamics 365 overview .... I hope you could make/share a video tutorial of all features 😍 Thank you
@LisaCrosbie6 ай бұрын
I’ve got some detailed videos here on the Sales and Customer insights apps so far. The ERP side isn’t my area though.
@76yacumo Жыл бұрын
Verry clear explanation, Cheers
@alanjensen58 ай бұрын
Great video! Thanks so much for sharing.
@DesOwen5 ай бұрын
First class Lisa, thank you.
@劉子銘-n7p Жыл бұрын
a great introduction to D365! and I like your voice and accent!
@LisaCrosbie Жыл бұрын
Thank you kindly!
@abhishekpharkya6234 Жыл бұрын
Short and informative, will be very useful if you can cover all these in to a digram .
@LisaCrosbie Жыл бұрын
Thanks for the suggestion, I’ll have a think about how to do that.
@9622AX Жыл бұрын
Best explanation🎉
@peterparker4990 Жыл бұрын
Great video very informative.
@ln70732 ай бұрын
Great info. Thank you for your clear intro into D365 and its many modules.Can you have finance module without supply chain, commerce and projects?
@LisaCrosbie2 ай бұрын
Yes, you can have Finance standalone.
@Jack-xy4fy6 ай бұрын
This is very helpful, thanks
@aliciahe84605 ай бұрын
Hi Lisa, thank you for your videos about dynamics 365. What are the modules of Dynamics 365? Are they Customer Engagement, Sales, Customer Service and Field Service, Marketing, Customer Insights, Customer Voice, Finance and Operations, Finance, Supply Chain Management, Commerce, Human Resources, and Project Operations and Business Central? Can dynamics 365 connect with social media and linkedin?
@jrieartsandmusic87915 ай бұрын
Really amazing ❤😊
@alejandrodaaАй бұрын
Hi Lisa, I from Mexico, I'm fan yours, Do you have a video of Dashboard in Dynamics 365?
@ahmadalkassar9504 Жыл бұрын
greate, this video is the misssing puzzle, thank you Lisa
@LisaCrosbie Жыл бұрын
Awesome, love hearing that, lots of people requested this one.
@vathsned54799 ай бұрын
excellent demonstration
@IlllIlllIlllIlll8 ай бұрын
2 questions. What's the difference between ms 365 and dynamics 365 and what are the entry level jobs for this?
@tmkirfan Жыл бұрын
Is b2b Commerce comes under Dynamics 365 Finance & Operations? Thanks
@LisaCrosbie Жыл бұрын
Yes the Commerce app (e-commerce for a website) sits under F&O. If you’re looking for selling B2B from a sales point of view - managing account relationships and pipeline, that’s Dynamics 365 Sales
@artencuentro3 ай бұрын
Superb! Thank you very much
@LinPorcelain Жыл бұрын
To sad you don´t have more tutorials on F&O. You really good at explaining and i wish i could watch such a video series from you,
@LisaCrosbie Жыл бұрын
Sorry, not my area, I won't be doing any content on F&O any time soon, but thanks!
@Tricia-WorkАй бұрын
Do you have a video on Dynamics 365 Customer Service. I can't even figure out how to sync my outlook emails to contacts in Dynamics 365 Customer Service.
@LisaCrosbieАй бұрын
Sorry, haven't got to that one yet! Have a look at my friend Dian's channel at @D365Goddess - she has more on Customer Service
@chrisnhitolo Жыл бұрын
Hi Lisa, just seeing what Dynamics can do..one question, is it capable for use in a Corporate Environment??
@LisaCrosbie Жыл бұрын
Absolutely yes, it's very widely used in mid size and large corporates
@adangsaputra5614 Жыл бұрын
This is so great to update my knowledge about Dynamics 365. Anyways, do you have full tutorial for Dynamics 365 CRM both for Functional and Technical side? I am D365 F&O developer, and now I am looking to learn more about Dynamics 365 CRM. Your explaination so clear for me. I was starting with Power Apps tutorial form your channel. Thanks you Lisa! 😁
@LisaCrosbie Жыл бұрын
So far I’ve just done this tutorial for Dynamics 365 Sales Microsoft Dynamics 365 Sales (CRM): Tutorial for Beginners kzbin.info/www/bejne/aX3JpGicdshkmLc
@annapurnabonakurthi9174 Жыл бұрын
Hi Lisa, Thanks for the video, what is the difference between Customer Service app and Filed service app. Could you plz share your experience.Thanks
@LisaCrosbie11 ай бұрын
Customer service is for Case Management, service tickets where you need to resolve customer enquiries, complaints, feedback etc, a call center type of secnario. Field Service is where you need to send skilled workers or tecnicians out into the field or to customer sites to complete work orders. They actually work seamlessly together, the customer database tables (account and contact) are the same, so you can go from a service request/ticket (customer service) and turn it into a work order (field service) if you have that use case. Or you can use either one alone.
@theharsh2005 Жыл бұрын
great explanation.. thank you.
@hernif45996 ай бұрын
This was a really helpful video! I only have one question if a company was looking forMicrosoft Dynamics 365 CE Software Engineer what would they be looking for? Would it be a person who knows how to use all of these applications or just a few? If so which ones should I learn? Thank You
@LisaCrosbie6 ай бұрын
Generally speaking the functional consultants and developers for Dynamics 365 are able to cover either (1) CRM - Sales, Service and sometimes also Marketing applications (although Marketing is its own specialty) or (2) ERP applications - finance, operations, supply chain. It is very rare for someone to be across both areas.
@hernif45996 ай бұрын
@@LisaCrosbie Thank you for the clarification. Would it be possible I could get your email to ask some questions as I am taking a course on Microsoft CRM and some of the language is confusing?
@Pixel_Cat777 Жыл бұрын
Is there perhaps a video on the credit control side of this program? Also perhaps on the task option. To create task reminders for yourself?
@LisaCrosbie Жыл бұрын
Thanks, I'll definitely do something on tasks, but I don't work with the Finance side enough to tackle credit control.
@therealjohnshelburne Жыл бұрын
the help docs on Microsoft are an absolute nightmare. Thank you! This cleared so much up. Do I have to buy 365 Dynamics?
@LisaCrosbie Жыл бұрын
If you want to get a free trial to start with, go to dynamics.microsoft.com/en-us/dynamics-365-free-trial/ - beyond that, yes, you need to purchase licenses to use it.
@allthecommonsense Жыл бұрын
EVERYTHING about MS platforms is a nightmare. All the "partners" out there pushing it are complicit.
@shahabjavidfard7699 Жыл бұрын
Thanks for this useful information, how can we implement these softwares in our business? From where should we start?
@LisaCrosbie Жыл бұрын
I'd suggest reaching out to a local Microsoft partner in you area who does Dynamics 365 implementations. They can guide you or give you specific advice.
@LenaP1998 Жыл бұрын
Hey Lisa, every time I go into a different tab and I go back to another tab in dynamics I have to refresh dynamics, so annoying .. Is this how it's supposed to be?
@LisaCrosbie Жыл бұрын
No, that's definitely not how it's supposed to be.
@FlyPerL Жыл бұрын
Excellent video. Do you have anything that cover Business Central?
@LisaCrosbie Жыл бұрын
Not at this stage, I haven’t used Business Central before.
@KaranRk-o5h Жыл бұрын
Hi, How can a business avail Sales, Marketing and Service applications. Do they need to purchase licenses for each one of them or do they come bundled together as well?
@LisaCrosbie Жыл бұрын
Yes, you need to purchase licenses for each use for Sales and Service (although if a user needs both, the second one is considerably cheaper as a 'bundle' price). Marketing is licensed per tenant based on the number of people you reach with your marketing.
@KaranRk-o5h Жыл бұрын
Thank you for the response. 😊@@LisaCrosbie
@jasonjamin1716 Жыл бұрын
Lisa I want learn and pass fundamentals but I was made redundant. how do I get free access to ms 365 dynamics BC interface to learn? Regards Jason
@NKanawana Жыл бұрын
I’m looking for something that can be used within social work/direct service nonprofit case management. Is this something that would be suitable to manage clients and their assigned care workers or is this only useful for sales/business industry? We’ve used sales force but it’s not user friendly and complicated to use. This seems appealing because our organization uses Microsoft for everything.
@LisaCrosbie Жыл бұрын
Yes, I work for a Microsoft partner where we have built solutions exactly like this using Dynamics 365 - if you're in Australia reach out to info@barhead.com
@kenmerlin36949 ай бұрын
is it possible for me just to buy the Microsoft Dynamic CRM?
@LisaCrosbie9 ай бұрын
Yes, details are here www.microsoft.com/en-au/dynamics-365/products/sales
@TheCustomer Жыл бұрын
I worked with ms dynamics for 2-3 months maybe, then had it on my cv but I keep getting contacted by recruiters and now I am curious, how long this will take me to learn most things? Is it still useful if I have no tech background?
@LisaCrosbie Жыл бұрын
I don't have a tech background, I've learned everything I know on the job, consuming a lot of learning content, and getting hands on experience and practice. A career with Dynamics 365 (low code) is definitely achievable without a tech background. The more you do the more you learn and you have to be committed to continuous learning. It's very hard to put a time frame on it - you could learn enough to get a certification in a week, but the more hands on experience you have the more valuable your experience really is to an employer. Getting a job as an internal D365 person is a more likely starting point than in consulting (which usually needs greater depth and length of experience to apply your skills across multiple scenarios). Good luck.
@chris4321das4 ай бұрын
Great content!
@ChrisUK702 ай бұрын
Thanks very useful!
@martylewis.operations Жыл бұрын
How does licensing work in a group environment. 3 businesses have independent customer lists that are part of the same business group and want to share a central contact list. Does that mean they need to purchase 3 of whatever licenses
@LisaCrosbie Жыл бұрын
If you’re looking at D365 Sales - every user needs a license. There are full licenses for people who use all the functionality and Team Member licenses for those who need read only basic access. You control the access to each independent list with security and permissions in the app, for who can read, edit, delete etc
@martylewis.operations Жыл бұрын
@@LisaCrosbie thank you. Do you consult on specific set ups? Have a few questions that I wouldn’t expect you to be assessing for free
@WasimKhan-kk6qu Жыл бұрын
Hey Lisa, what a gem of a channel. Thank so you much! I was wondering if you had any tutorials about custom entities and how to relate them with existing activity entities. I am struggling with a use case where adding timeline to a custom entity only shows "Notes" while I need Emails,Tasks,Appointments etc just like we have for OOB entities like Leads and Contacts. I was thinking I would use a OOB entity in sandbox and import it into my production in a solutions but I am afraid it would merge with the existing OOB entity in production so I am super confused. Thanks for your help.
@LisaCrosbie Жыл бұрын
I haven't got a video specifically on that, but when you create the custom table, in the properties/advanced section, there is a checkbox to enable it for activities - if you check that, you will have the timeline and all the relationships with the OOTB activity tables.
@trollface1994 Жыл бұрын
Very good, Lisa !
@MDTPBI9 ай бұрын
Thought i recognised you! Saw a few clips of yours on the PL300 course!
@LisaCrosbie9 ай бұрын
Ah, yes, finding me there is a little Easter Egg!
@ca0520 Жыл бұрын
Great review 👍 Would you recommend any online cources to learn? Thanks!
@LisaCrosbie Жыл бұрын
Thanks! You'll find my tutorial on Dynamics 365 Sales here: kzbin.info/www/bejne/epnRmYqtmNiGrLM And I'm going to do more this year. You'll find a lot of free courses on Microsoft Learn: aka.ms/learn
@ca0520 Жыл бұрын
@@LisaCrosbie Thank you Lisa!
@venusdeguzman8299 Жыл бұрын
Hi. Where can I find a reviewer
@LisaCrosbie Жыл бұрын
What do you mean?
@venusdeguzman8299 Жыл бұрын
@@LisaCrosbie Ms dynamics reviewer. If there is.
@MohammedAbdulKhadersadiq Жыл бұрын
Hi mam. Really appreciate your efforts. Can I ave this ppt and script.
@ashleyheath5918 Жыл бұрын
When onboarding customers I currently get them to complete a PDF application form and email it to me. Can I use Dynamics to build an online form and send a link to the customer for them to complete? Then have that information flow into the Dynamics system? Or would the online form be something I need to build outside of Dynamics?
@LisaCrosbie Жыл бұрын
You can do this using Microsoft Forms (part of your Microsoft 365 suite of apps) - create the online form there, then use Power Automate so that each time a form submission is received, the data is added as a record into Dataverse (the database that sits underneath Dynamics 365). I've added it to my list to do a video on this.
@I_am_persuaded27 күн бұрын
Anyone has an idea on how to get a job managing CRM's?
@mostaphasaid7250 Жыл бұрын
thank you very much very useful
@theone2006a9 ай бұрын
cual es la diferencia entre dynamics 365 business central vs finance and operations?
@LisaCrosbie9 ай бұрын
Business Central is designed for smaller businesses, F&O is an enterprise (much bigger) solution.
@mehtabidreesi794228 күн бұрын
Waiting for dynamics 365 and Power platform real industry based user experience project detailed video 🎉
@ina-harrynagel20442 жыл бұрын
Great summary
@thomasberan7672 Жыл бұрын
So this is Micosofts' answer to Salesforce?
@LisaCrosbie Жыл бұрын
Has been for years, and now actually capable of more than salesforce because it's an entire platform, not just CRM in isolation.
@danielagarcia3109 Жыл бұрын
Lisa, is there any certification for Dynamics 365 that you recommend? Thank you!
@LisaCrosbie Жыл бұрын
There are quite a lot of certifications for D365 so depends on whether it's CRM or ERP and what level you want to be certified at - here's my guide kzbin.info/www/bejne/nn26fqV5brxghbc
@MrMaximisation Жыл бұрын
Nice one! Now do a vid on the licensing 😜
@LisaCrosbie Жыл бұрын
I’m not afraid of licensing videos, I’ve done Power Apps and Power Pages. Might just do it!
@Legendaryfizz Жыл бұрын
Helpful video!
@BowserMax Жыл бұрын
Thanks for the info! Great content but the amount of commercial is too much. I got 4 ad breaks in this 10 minute video. I don't know if you can influence this and I understand that you want to earn money, but if there's a throttle, I suggest lowering it a bit.
@LisaCrosbie Жыл бұрын
Thank you for pointing that out, there was something strange going on with the ad placement on that video, I've fixed it.
@MarianaTraxel Жыл бұрын
I LOVEEEEEE Your Video. Due to this Video I will NOT continue with Hubspot. I was looking for an alternative, sine Hubspot is one of the moste expensive CRMs. I was about to buy a license for SalesForcewhen I came across your Video. Due to youe Video I will save a lot of money and time. Do you have any Videos on how to transfere Hubspot Data into Dynamics? Againg: Great Content!
@LisaCrosbie Жыл бұрын
That's awesome, great to hear, thank you. I haven't done anything with moving data from hubspot yet, sorry. If it offers a way to export to Excel then importing from Excel into Dynamics is easy.
@AngeVPV Жыл бұрын
Great video. But Blue on Blue makes it very hard to read.
@LisaCrosbie Жыл бұрын
Sorry about thac will keep that in mind and not use the same in future.
@philthehuman3 ай бұрын
"Microsoft stuff works well with Microsoft stuff" 🤣 It's been a long time since I laughed THAT hard