Dynamics 365 for Sales/CRM: A Day in the Life of a Sales Person

The Dynamics 365 for Sales/CRM 2016 platform can be overwhelming in its scope and the value it returns to businesses. In this hour web session, we’ll walk through a day in the life of a sales manager and a sales team member. Showing a real-time production system, you will see the whole customer life cycle – from sales leads to execution hand off – and show what it looks like as an end user to benefit from the platform. Topics for this event include sales process workflow, dashboards, Outlook integration, working with records, logging and scheduling activities, and Excel reporting. If time permits, we’ll also take a look at Goals along with a few other less-known, but extremely valuable features. Don’t miss out!