1. D365 for Sales #PBUG18

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

3. 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

4. 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

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

6. Any Device Anywhere
Demo

7. Customizable
Entity
Forms
Views
Dashboards
Reports
Fields

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

9. Demo – Create a Custom Field to the Account

10. Accounts & Contacts
Leads  Accounts  Contacts
Opportunities

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

12. Integration
Export Data to Excel
Edit
Import into D365

13. Demo – Integration

14. Reporting
Goals – picture of a goal set up screen

15. Reporting
Dashboards
Numerous out of the box dashboards

16. Reporting
D365 Dashboard

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

18. 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

19. Questions ? #PBUG18

20. THANK YOU