Dynamics 365 CRM Introduction

Dynamics 365 CRM Introduction

• 1.
  INTRODUCTION DYNAMICS 365 &CE - CONCEPT By Sanjaya Prakash Pradhan (MCT)
• 2.
  What is Dynamics365 ❏ Enterprise Business Applications ❏ Combines CRM & ERP ❏ Manage Customer Data in cloud ❏ Improves Customer Engagement ❏ Intelligent Sales & Marketing ❏ Proactive Customer Service ❏ Connected Field Service ❏ Modern Finance & Operation ❏ Connected Commerce
• 3.
  Customer Engagement Apps ❏Sales Hub ❏ Customer Service Hub ❏ Marketing ❏ Field Service ❏ Project Service Automation
• 4.
  Pricing & Licensinghttps://dynamics.microsoft.com/en-us/pricing/
• 5.
  Deployment Options
• 6.
  Trial Version 30Days FREE No Credit Card Required - 30 Days Trial full capability - Trial Period Extension https://trials.dynamics.com/
• 7.
  Screen Walkthrough ● TopBar ● Sitemap ● Command Bar ● Content Area ● Entities ● View Picker ● Dashboard ● Settings ● Other Areas
• 8.
  CRM Terminologies 1 ACCOUNTS 2CONTACTS 3 CASES 4 OPPORTUNITIES 5 WORK ORDERS 6 ACTIVITIES 7 NOTES 8 DASHBOARDS 9 REPORTS 10 RECORDS 11 VIEWS 12 FORMS 13 FIELDS 14 BUSINESS RULES 15 SITEMAP 16 RIBBON 17 FLOWS 18 IMPORTS 19 APP SWITCHER 20 UCI 21 FILTERS
• 9.
  Personalization Options ❏ General ❏Synchronization ❏ Activities ❏ Formats ❏ Email Templates ❏ Email Signatures ❏ Email ❏ Privacy ❏ Language
• 10.
  Advanced Settings ❏ Business ❏Customization ❏ System ❏ Process Center ❏ Application ❏ Upgrade Logs
• 11.
  Thank You