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Session 9 - D365 CRM Opportunity Managment

Learn To Illuminate

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Session 9 - D365 CRM Opportunity Managment

495 просмотров · 2 года назад
Learn To Illuminate
1,12 тыс. подписчиков
495 просмотров · 2 года назад
The "D365 CRM Opportunity Management" video is a comprehensive guide that covers various aspects of managing opportunities in Microsoft Dynamics 365 Customer Relationship Management. Here's a brief description of the video's content for each topic: Opportunity – Creating opportunities within D365 CRM, including manual entry, import, and integration with other systems Stages based on Field or Primary Table - How Stages can be customized Dashboard – Sales Forecast and Pipeline Opportunity Product - How products and services are related to Opportunity Collaboration – How teams can collaborate for any given Opportunity Close Opportunity - Win or lose the opportunity Extend Business Process - Using Power Automate Related Sessions --------------------------- Previous Session 8: D365 CRM Customer Management -    • Session 8 - D365 CRM Customer Management   Dynamics 365 CRM Playlist:    • Dynamics 365 CRM   Dynamics 365 CRM Playlist (Tamil):    • Dynamics 365 CRM in Tamil   Chapters: 00:00 Intro 00:28 Topics 01:03 Create Opportunity (Manuel) 02:29 Create Opportunity (Lead Conversion) 03:44 Lead Conversion Demo 04:46 BPF Customization 08:08 Dashboard 10:09 Opportunity Products 15:21 Collaboration 17:00 Close Opportunity 18:48 Extend Business Process 19:25 Other Operations 21:40 Summary and Next Session