Microsoft Dynamics 365 Sales (CRM): Tutorial for Beginners

Get started with Dynamics 365 Sales (Dynamics CRM) with this tutorial for beginners. You'll learn how to use it for account management, contact management, lead to opportunity and pipeline management, activity tracking including native integration with Outlook and Viva Sales, as well as the built in AI and sales sequencing features, dashboards and reporting.

0:00 - Introduction to Dynamics 365 Sales
0:59 - Navigation, search, and security
5:40 - Account management and views
13:50 - Contact management and timelines
16:03 - Outlook integration and Viva Sales
21:07 - Creating new records
23:21 - Leads, opportunities, connections, Teams Collaboration
39:27 - Sales sequences / sales enablement
44:00 - Configuring Dynamics 365 Sales

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Connect with me:
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[LisaCrosbie]

Connect with me:


My tutorial on how to configure Dynamics 365 Sales: Learn how to add and remove columns from a table, edit the Lead to Opportunity business process flow, create a new table and a relationship, and edit the navigation menu.

[brandonbeglin]

Just spent some time watching this to train a sales person on how to use it, with no prior knowledge myself, and this was spot on exactly what we needed. Thank you!

[LisaCrosbie]

Let me know if you'd like more content on how to configure Dynamics 365 Sales, or on the Sales Accelerator/Sales Sequences

[carla.sullivan]

Excellent. Just what I needed. I'm working on customizing Dynamics for ranching services, and you hit many areas, particularly with Power Apps, that we'll benefit from.

[lindamhre]

Love your videos❤️some of the best dynamics tutorials out there are yours! You take us to the process and show it in a normal context 🤩 And yes both videos sounds good 👌

[monhassan]

You are the best instructor I have ever seen in YouTube, Microsoft dynamics. Not only your great skills, but also lovely personality and beautiful smile. Thank you so much for this great effort.

[nohaderaz]

This is literally the best tutorial ever. Thank you so much ♥️

[sherriew]

Terrific video, exactly what I was looking for. One of the best beginner tutorial videos I have ever watched on a subject. Thanks so much! Subscribed 👍🏼

[alastairtooth]

Great video - really informative and summed up what i needed to know concisely. Cheers!

[danieldaemi]

Thank you, Lisa. Your course was much more useful than the one in Linkedin Learning! 🙏

[dawizk]

Best Dynamics Sales intro I have seen on YouTube! Great Job!

[ridethecatbus]

This is the best dynamics 365 demo. Nice work!

[adrianaalvarez]

Excellent tutorial, would be great to see something related to Price List configurations inside Opportunities and how this impacts the Forecast

[prashantvedpathak]

Wow... that was so extensive... simply liked it. Glad to see the new features in it and working so smooth. Must tutorial for Sales guy.

[zeal]

This is an incredible tutorial. The tutorial is explicit and simple. Thank you for this wonderful video. I owe you a subscription.

[DereckBreuning]

Great stuff Lisa! Would indeed love to see more.

[usamakamil]

thankyou lisa so much and this is my first journey video of you thankyou for elaborating in easy way ☺

[ceciliamacphee]

I love your videos ! so easy to follow ! You ROCK :)

[masterozzie]

Thank you Lisa. Very helpful tutorial. HatsOff

[vtanz]

Awesome! thanks for sharing the knowledge