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.
Overview
Syllabus
Introduction
- Stay productive when switching CRM
- Managing change
- Who is this course for?
- Basics of Dynamics
- Navigate the Sales workspace
- Sales flow overview
- Work with leads
- Collaborate in Dynamics 365
- Differences in contact status
- Map tasks
- Map recurring appointments
- New features of Dynamics 365
- Create sales reports
- Modify dashboards
- Move data from Salesforce to Dynamics
- Avoid working in both platforms
- Recreate email templates
- Work with Microsoft Flow
- Integrate with SharePoint
- Work with Dynamics 365 in Outlook
- Resources
- Next steps
Taught by
Heather Severino
