Lecture 10 - D365 Sales aka CRM Tech Session
You will learn the followings
- CRM Navigatioon
- CRM Clients
- Diff Clients: Outlook, Phone, Tablet, etc.
- Working as a sales person
- Create Leads
- Understanding CRM Foundation
- Entities (Contacts , Accounts, Leads)
- Records (Instance of Leads..)
- Views (List of records..)
- Forms (How to navigate info )
- Ways to find information
- Quick find, Advanced find
2 Lessons