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  • Dynamics 365 CE Essentials

Sales 101 – An Introduction to ‘Sales’ in Microsoft Dynamics – A Review

Over the past month I did a video series which was intended to be a ‘Sales 101’ style experience, so for those who are being introduced to the amazing world of Microsoft Dynamics, they can use the videos as a learning companion to get to grips with the basics of the Sales functionality.

I definitely didn’t intend for them to be that long, but then the difficultly lies in the detail – I needed to go into more detail in some areas, so that reflects more in the Lead to Invoice videos for example, compared to the Sales Literature material.

I’ve linked all of the videos below (with #1 being linked above in the post also) I hope they are useful and if you have any questions, please put them in the comments below!

Sales 101 #1 – Accounts, Contacts and the Product Catalog in Microsoft Dynamics CRM

Sales 101 #2 – Lead to Invoice in Microsoft Dynamics CRM

Sales 101 #3 – Goals and Connections in Microsoft Dynamics CRM 

Sales 101 #4 – Sales Literature and Activities in Microsoft Dynamics CRM

October 30, 2016
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Hi! My name is Sarah! I am a Microsoft Business Applications MVP working in Research and Development. I enjoy learning and sharing my knowledge to those who are like minded and curious to learn new things.

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