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LinkedIn Learning

Migrating from Salesforce to Dynamics 365

via LinkedIn Learning

Overview

Learn how to migrate your sales workflows from Salesforce to Dynamics 365. Discover how to run reports, work with contacts and leads, and close deals in Dynamics.

Syllabus

Introduction
  • Stay productive when switching CRM
  • Managing change
  • Who is this course for?
1. Dynamics: Get Started
  • Basics of Dynamics
  • Navigate the Sales workspace
  • Sales flow overview
2. Map Workflows
  • Work with leads
  • Collaborate in Dynamics 365
  • Differences in contact status
  • Map tasks
  • Map recurring appointments
  • New features of Dynamics 365
3. Rethink Reporting
  • Create sales reports
  • Modify dashboards
4. Make the Switch
  • Move data from Salesforce to Dynamics
  • Avoid working in both platforms
  • Recreate email templates
5. Get the Most Out of Dynamics
  • Work with Microsoft Flow
  • Integrate with SharePoint
  • Work with Dynamics 365 in Outlook
Conclusion
  • Resources
  • Next steps

Taught by

Heather Severino

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