Dynamics 365 Sales Configuration Tutorial
Dynamics 365 Sales has a lot of features out of the box ready to use, but most organisations want to configure and customize it to their own unique requirements or business processes. In this tutorial I take you step by step through 3 of the main types of configurations you can do - adding and removing columns from tables, forms, and views, tailoring the lead to opportunity business process flow, and creating a new table and relationship. If you're interested in doing the MB-210 exam or configuring for your own business, you'll find this helpful.
Contents:
00:00 Introduction
01:36 Environments and Solutions
04:07 Add and remove table columns
17:08 Change the lead to opportunity business process flow
21:15 Create a new table and relationship
29:41 Edit the navigation menu
32:49 Further learning
Watch video Dynamics 365 Sales Configuration Tutorial online without registration, duration hours minute second in high quality. This video was added by user Lisa Crosbie 03 July 2023, don't forget to share it with your friends and acquaintances, it has been viewed on our site 34,691 once and liked it 437 people.