D365 for Sales #PBUG18

D365 for Sales Ian Richardson BA CPA CGA Dgndy Bright MCP, M. Sc., B. Eng.

D365 for Sales Agenda Any device. Anywhere Customizable Accounts & Contacts Dynamics 365 App for Outlook Integration Excel (change data) Reporting Views Goals D365 Dashboards, Power BI, & Power Apps

What is D365? Dynamics 365 for Sales enables your team to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 for Sales to; keep track of your accounts and contacts nurture your sales from lead to order create sales collateral create marketing lists and campaigns follow service cases associated with specific accounts or opportunities

Any Device. Anywhere Browser or App Tablet, computer or phone Android, Mac or Blackberry

Any Device Anywhere Demo

Customizable Entity Forms Views Dashboards Reports Fields

Customize a Field Text Box Check Box List Multiselect list Currency Date and Time Whole Number Decimal Number Customer – store account / contact

Demo – Create a Custom Field to the Account

Accounts & Contacts Leads  Accounts  Contacts Opportunities

Demo – D365 App for Outlook dgndy@usergroup2018.onmicrosoft.com

Integration Export Data to Excel Edit Import into D365

Demo – Integration

Reporting Goals – picture of a goal set up screen

Reporting Dashboards Numerous out of the box dashboards

Reporting D365 Dashboard

Reporting Power BI Reports inside D365 dashboard Allows you to pull data from other systems

Reporting Power Apps in D365 Allows you to search for certain data within the power app on the D365 dashboard Shameless plug for next session Flow and Power Apps

Questions ? #PBUG18

THANK YOU