Session 9 - D365 CRM Opportunity Managment
Learn To Illuminate
0:00 / 0:00
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
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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