Dynamics 365 CRM Introduction
Download as PPTX, PDF0 likes1,638 views
Dynamics 365 is a cloud-based business application that combines customer relationship management (CRM) and enterprise resource planning (ERP) capabilities. It allows users to manage customer data in the cloud, improve customer engagement through intelligent sales and marketing automation and proactive customer service, and connect field service and commerce operations. The document provides an overview of Dynamics 365 features and capabilities including pricing and deployment options, and it describes key components like the user interface, common terminology, personalization settings, and advanced customization options.
Dynamics 365 CRM Introduction
- 1. INTRODUCTION DYNAMICS 365 & CE - CONCEPT By Sanjaya Prakash Pradhan (MCT)
- 2. What is Dynamics 365 ❏ 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 & Licensing https://dynamics.microsoft.com/en-us/pricing/
- 6. Trial Version 30 Days FREE No Credit Card Required - 30 Days Trial full capability - Trial Period Extension https://trials.dynamics.com/
- 7. Screen Walkthrough ● Top Bar ● Sitemap ● Command Bar ● Content Area ● Entities ● View Picker ● Dashboard ● Settings ● Other Areas
- 8. CRM Terminologies 1 ACCOUNTS 2 CONTACTS 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