Microsoft Powerapps Essential Training Part 1 2020 | Sheharyar Hamid | Skillshare

Microsoft Powerapps Essential Training Part 1 2020

Sheharyar Hamid, I m a UI/Ux Designer at UIXELS

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69 Lessons (4h 11m)
    • 1. Introduction

      1:05
    • 2. What You Need For This Course?

      1:03
    • 3. Connections In Powerapps

      1:40
    • 4. Using the exercise files

      0:39
    • 5. Formatting data tables in excel

      3:29
    • 6. Connect Powerapps with One drive for business

      1:12
    • 7. Creating an app from excel data source

      3:13
    • 8. Working with detail screen

      3:13
    • 9. Working with edit screen

      1:23
    • 10. Connect additional data source in powerapps

      2:20
    • 11. Adding a drop-down menu

      2:58
    • 12. Connect Drop down to data source

      3:01
    • 13. Arranging data cards in powerapps

      2:32
    • 14. Work with Versions

      1:02
    • 15. Saving and sharing our app

      1:03
    • 16. Introduction to Dynamics 365

      1:00
    • 17. Dynamics 365 : basics

      3:48
    • 18. What you need for this course?

      1:46
    • 19. What is a Record?

      2:48
    • 20. Types of sales record in d365

      5:13
    • 21. Cases

      1:57
    • 22. Business Processes

      6:34
    • 23. Login to Dynamics 365

      3:48
    • 24. Using homepage in d365

      9:40
    • 25. Using search to find a record

      4:18
    • 26. View,filter and sorting a list

      2:34
    • 27. Create,Edit and save record in d365

      5:33
    • 28. Dashboards & Charts

      5:35
    • 29. Drilling down in to chart segments

      3:28
    • 30. View Team News in d365

      3:28
    • 31. Follow Up team members or records

      1:25
    • 32. Activities: How to create and complete?

      8:28
    • 33. Create and edit appointments

      4:03
    • 34. Creating a lead

      4:12
    • 35. Editing a lead

      1:21
    • 36. Importing leads: An Overview

      3:18
    • 37. Assigning and sharing leads

      4:39
    • 38. Qualifying a lead

      6:26
    • 39. Do not qualify a lead

      6:08
    • 40. Create and view opportunities

      5:10
    • 41. Converting an activity to opportunity

      5:20
    • 42. Developing an opportunity

      6:00
    • 43. Working on Propose

      3:31
    • 44. Creating a Quote

      9:28
    • 45. Printing or summarizing an opportunity

      3:47
    • 46. Complete the closing stage

      4:51
    • 47. Create an order and mark it as won or lost

      5:16
    • 48. View reports in Dynamics 365 and Excel

      4:43
    • 49. Dynamics 365 sales Overview

      1:11
    • 50. What you should know?

      3:14
    • 51. What is dynamics 365 for sales?

      7:56
    • 52. Creating a new account in Dynamics 365 online

      3:17
    • 53. Bulk update records

      1:12
    • 54. Keeping an eye on competitors

      1:58
    • 55. Customizing an entity

      2:59
    • 56. Finding existing records

      5:01
    • 57. Sorting and filtering records

      2:48
    • 58. Using advanced search

      3:06
    • 59. Modifying views in dynamics 365

      5:33
    • 60. My work and Whats'new

      2:45
    • 61. Adding a contact to a marketing list

      5:04
    • 62. Qualifying leads

      7:26
    • 63. Sending a quote

      3:03
    • 64. Inserting an activity

      2:33
    • 65. Closing an opportunity

      2:36
    • 66. Drilling down into sales reports

      1:43
    • 67. Creating dashboard layout

      1:29
    • 68. Exporting dynamics data to excel

      1:48
    • 69. Send bulk email

      4:21
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About This Class

PowerApps is an initiative by Microsoft that allows developers and non-technical users to build mobile applications from selectable templates. Microsoft touts an intuitive visual design for PowerApps, with drag-and-drop functionality and a familiar look and feel taken from applications like PowerPoint.This course is specially designed to leverage your powerapps skills to a new level. Instructor Shaher Yar Hamid explores how to leverage PowerApps to turn an Excel workbook into a simple business app that can be used on a mobile device or in a browser. This course also includes how to edit layouts and apply themes and how to share an app and work with releases of apps.

Transcripts

1. Introduction: Hello and welcome to this Microsoft Power Apps Essential Training course part one. I am sharing hominid, power-ups, expert and pressured software engineering. In this course, we will take a look at what is power-ups, how it will help us in our day-to-day business processes. And we will create an app using Microsoft Excel as our data source and wonderful business as a data connection. Also, in this course, we'll take a look at what we can accomplish with power apps. The one thing most of my students asked is to slow down my speed. So in this course, I have overcome that problem. But if you still want more slow speed, then simply change the speed by clicking here. Increase or decrease the speed is totally based upon your choice. Anyhow, we will explore what a typical app looks and feels like, and we will cover the steps that are needed to build an app. Please join me to learn how you can quickly turn an Excel data source into mobile application that will benefit you, your team, and your organization. So without any further ado, let's get started. 2. What You Need For This Course?: This is a software course. So if you want to work along with me, you need power apps, either trial or licensed, and Excel, maybe 20132016 by 2019. My recommendations for you is to use trial first. Power-ups is included with Office 365 and Dynamics 365 subscription. So if you are working with these cloud-based services, you definitely have a power-ups account. If you don't, then simply edit this URL. And here you can sign up for Power Apps easily. And last but not the least, is you need one day. We're count either OneDrive for Business or simple OneDrive account and SharePoint account for web. If you don't have these things, don't panic. The simplest way is to sign up for Office 365 trial or dynamics 365 trials. Because these all are available with Office 365 and Dynamics 365 subscriptions. 3. Connections In Powerapps: This is our power-ups homepage. And in this module, I'm going to tell you about connections in power apps. So if I click on this data and here on connections, and these are my connections. And if you want to add a new connection, simply click this plus icon. And here are a lot of connections provided by power apps. It includes SharePoint, SQL Server, Dropbox, and so on. So we can connect to Power Apps and teta. All you have to do is click on it, sign into the service and your connection is made. This still is not all the connectors that we have available to us. Let's go ahead and click on custom connectors here. And here you see we have the ability to create our own custom connector if we meet these criteria, greater custom connector to connect to an existing rest API, as long as the APA sport at least one of ten plus authentication mechanism and uses JSON. We will not discuss this in this course. And now we have something called gateway. A gateway is which you can connect to debt in house like on-premises, such as dynamics 365 and SharePoint on-premise form, you can create your own gateway to the data that you can store locally. Locally means on your own device, not on cloud. So now you know what is data connection? Let's go ahead and work with our exercise files. 4. Using the exercise files: In this module, I'm going to show you how you can start off with the exercise files. The exercise files for this course are included with this lecture. The Exercise Files I uploaded contains an Excel workbook. First of all, download the exercise files. After you have downloaded the exercise files, we shall move to the next stage, which is to format the table in the Excel workbook. So in the next module, I'm going to show you how you can format the table in an Excel workbook. And after that, at this excel sheet as your data source in power apps. 5. Formatting data tables in excel: Welcome extranets. So from this video onwards, we will start creating an app in power apps studio and use Excel as our data source. Data source is basically where you get the actual data form. So for this app, we're using Excel as our data source. So here we are in our office 365 portal and we are ready to start creating our deck so App, which is basically a hotel review app. So first of all, we need some data source. So we're jumping towards Excel workbook. Because an Excel workbook is that data source which we are going to connect to our app. And also, we have to do a few things first before we can go ahead and upload this Excel file toward OneDrive for Business. So here's our data table. You see that our app has a header row. What we're gonna do is just select all of this and format it as a table. Without formatting, we cannot use this in our power apps. So after selecting just click Format as Table, and here comes a pop-up which asks you about your data range. So that's OK. And one thing here, you see this little checkbox, it needs to be checked. My table has headers. This would let Power Apps know that my table has a header. Now we're going to click OK. And it has formatted our data as a table. Now it's time to give our table name. We're going to go up here and select the design tab. And here I'm just giving this table. Our name, says restaurant, maybe. Perfect. Now we have another Excel sheet here, and it has two more tables. And we're also going to use these tables in our app. So we have to format them as well. So first of all, I'm just going to select the first data table and click here on format as table and chooses layout. And again, it's asking me about my data range. And I'm just gonna check this check box saying my table has headers and click OK. And also I'm going to give it a name, say food type. Similarly, do the same procedure with the third table. Just like this. And click on Format as Table. Choose layout and check the header. Checkbox, checked your table range, and hit OK. And also named this restaurant rating. Hit enter, and we are good to go. So now let's save this Excel workbook. We're gonna go to a OneDrive for Business, and we're going to upload that file. Let's go ahead and let's click on the upload button and choose files. And I'm gonna select my Excel workbook file. And it took some time to upload based on your internet speed. So now it's uploaded on our OneDrive for business account. So now you know how to format that data as a table and upload it to one type of business. It's time to go ahead and let's create our power. 6. Connect Powerapps with One drive for business: All right, so now we are here in our office 365 portal and less chimp to a power apps studio by clicking on all apps and then click on this power-ups icon. So this will open web.com, IFs.com, where we're going to do rest of our work. So here we are in our power-ups Web Studio, and now we need to create a data connection. So here we are going to click on data and connections. And now here, just click on new connection. Here are a lot of connections like dynamics 365, Salesforce, Dropbox, and so on. But for this app, we are going to choose OneDrive for business as our datasource. Click Create. And it will ask you to enter your credentials. So I'm just gonna choose my account. And here you see that now my connection for one day for business is established with perez. So now you guys know how to establish a connection. Then next thing we're gonna do is create an app based on this connection. 7. Creating an app from excel data source: So now here we are in our power-ups Web Studio. It's time to start creating our power. So what I'm gonna do is just click on this app icon. And here on the top, just click create an app. And it will ask me what type of app you want to create a canvas on model-driven. For this course, I'm going to choose canvas as we choose Canvas. So it is asking What type of connection you want to connect this app with. So I'm just going to choose OneDrive for Business. So here is the Excel file that we're going to connect our app ID. So I'm just going to click on this Excel workbook. And it will prompt us with two tables. We'd have three tables in Excel workbook. It would be Table 123. But by naming them, it's easy for us to find them. And eventually we will connect to all three of these tables. But the one we're going to connect to Now, the one we're going to start with is this restaurant review. So I'm just going to select this restaurant review as my data source and hit connect in the bottom right-hand corner. So it will take some time. And now our app is graded successfully. Let's go ahead and resize our p-value here. So it's a little easier to see this app. Now our app is working well, although it's working, but it's not a complete app. In fact, if we go ahead and people disappear, we will see. It's not showing us the phase that we probably want to see on our display. But it works. We can click here and get our details. And if we edit those, we can go ahead and edit all of the details. We can also add New Records here by clicking on this plus icon. Let's close this. And here, let's modify our fields because these are not the fields that we are looking for. So I'm just going to select this card. And here in the Properties tab, you see fields and click on this edit to edit your fields. So it will open a site pop-up. And here you can change your fields and what you want to chew on your card. So the first field that I'm going to choose is the restaurant name. And then second is customer name. We're not going to change that. Its socket. And then the overall rating. Yeah, perfect. So now let's close this. The one last thing I'm gonna do is change this title by double-clicking on this and to move the underscore and give some space. So now you know how to create an app from an Excel workbook, which is stored on your OneDrive for business account. 8. Working with detail screen: So now a brown skin is created. It's time to jump in and start working with digital screen. We need to do a lot of work here. So let's click on Details screen. So here we have to change some text fields. Like you see that x 00 to 0 represents the space in the name. We have to fix this. To fix this, we can symbolically the field. And let's click the Advanced Properties. And here in that mass properties, if it's log, click to unlock it. And after that, you see here that display name. Let's double-click on that and remove this x 00 to 0. Similarly, same process with the staff review. And after that hit control S to save the changes. Great. So now I'm gonna go ahead and let's arrange these fields properly. And I will be back in a minute. So now these fields are arranged and now I have to add one more field here, which is not showing on the screen, that is comments. So what I'm gonna do is just select the screen. And here in the properties panel, let's click Edit Fields and hear comments. Field is not showing. So what we're gonna do is just click this Add Field, and here is our connect field. If you have too much feels, you can search them here. Like I'm just going to type C, O, m. And here's our currents field. So I'm just going to check this and hit Add. So now our comment field is added on this form. You can also resize that card like shrink or expand guards based upon the app you and making. You can do whatever you point. You see. It's just a matter of reading and rereading the boxes. And of course, if you go to the properties pen, you can also do it mentally to change it manually. Just go to advanced option, unlock it if it's locked. And after that, scroll down, click More option, and scroll down a little bit. And here in that display mode, change this view keyword with added. Just remove this fuel. And here you see the edit. So let's click on that. And now you can easily change the size of repulse Mendeley. So let's move back to our Properties tab. And here in the size text box, you can man redefine the height and width for your boss. Say 500 by 200. Quid. So now we're ready to screen is really to go see you guys in the next module. 9. Working with edit screen: For detail screen is done. It's time to take a look at our edit screen. Click on this. Now in our edit screen, we also want to reorder the fields and get it a little bit tighter. Hang on. And I'll be back in a minute. And I'm back. And everything is ordered. The way I pointed. Everything is exactly how we wanted to lay out this one change that I'm going to make that I want you to see. And that is to the comment field. You see that commit field is a single blind field. But we're going to go ahead and change single length field to multiline freed. To do that, let's let comment field. And let's click on edit in the properties. And here, let's expand this detail. And here in the control type, change edit text with edit multi-line text. After that closeness. And that's how you go ahead and change that text field from Edit singling texts to edit multi-line text. This will help users to write multi-line comments, is. That's all for this module. See you guys in the next module. 10. Connect additional data source in powerapps: Welcome back students. So now our app is looking good. Let's play this app by clicking this button bar by simply pressing FI from your keyboard. Let's click on Create New Item. And here you see these are text fields. You can manually enter records. But we want a dropdown menu here. So for that, it's time to add or other data source to this app. We need to add more data sources to create those drop-down list. We're going to connect to those two tables that we created in that Excel workbook. Let's close this and here on the upper left hand corner, click view data source. You can also click here to open data source. We also see our table reviews which we are using right now. But we're going to add those two are the tables. And here, let's click on connectors and choose one type of business as your data source. And choose your Excel workbook, and choose your data table that you want to connect this app with. So I'm just gonna check this food type and restaurant rating and hit connect. So now you see that our restaurant review and restaurant rating is connected successfully. Let's go ahead and let's look at those data tables. Again. We will open our exercise files here in our OneDrive for business and look at that food type. Chinese, continental, Italian, Indian, and Thai restaurant rating. Poor, good, by good and excellent. Now you are probably saying to yourself, what's all this stuff? What's this extra column here? This is information that was put here by power apps. And if we go to the restaurant review tab, we're also going to see another column here to power EPS ID. That's the information that power-ups wrote back to this workbook once we authenticate Tour EP. So now you know how to collect additional data sources in power apps. See you guys in the next module. 11. Adding a drop-down menu: Welcome extra minutes. So now we come to the most interesting part of the step, which is to edit dropdown menu in our power. So let's go ahead and add those drop-down menus. And after that, connect them to the data. But first, let's go to a OneDrive for Business and look at our table. You will see that at tables, both have a new column called power-ups id about apps. When we collected the data to this table, edit this information itself. This is also a new column here, one of a restaurant review as well. Power-ups ID made those connection, it added that data. So now let's look at that table data foot type. We'd have one empty field. By we have done that is because that's what we want to be, that default. We want it to be a blank field rather than if we didn't have that, it would always be Chinese. The same thing we have done with the restaurant rating table. We want the default to be blank. So we make the first field blank. Otherwise, it's poor. Paul, it, let's go ahead and now let's add that drop-down menu into where ket menu. So for that, first of all, let's let this food type textbox and hit delete from your keyboard because we don't need this. And after that, go to insert. And here, just let this controlled tab and drop down the second option. And you see, it's too big. Lets resize it. You see, I have got that little double-headed arrow. And I'm going to hold down my left mouse button and I'm going to kind of drag it across and and get it. So that's it about the right size. Now, double-check this text box with the overall reviewed textbox source look consistent. And if it's size does not match with the overall review books, you're gonna resize it mentally in the Properties tab by specifying its height and width. And now let's rename this Dropbox so it's easier for us to find it. So here in that tree view of our app, you'll see this drop-down left rename it to drop-down food tab. And now that's been renamed. Now, if we're going to go ahead and preview our app, we will see that there are dropping works, but It's not really giving us what we want. So now we need to fix that. But for now, you know how to edit dropdown selection menu to power up. See you guys in the next module, we're going to see how to connect the strobe on tour data. 12. Connect Drop down to data source: As you guys know, we have added a drop-down menu into a screen. It's working, but it's not showing the data that we want. So it's time to connect this drop-down to a data. We're going to go ahead and we are going to collect that drop-in field. And we are going to go up to the top here, tour formula bar. We're going to get rid of who were dropped on sample. And we want to connect it to the table that we wanted to pull that at a phone. So if you go back and take a look at our data sources, remember, it's called food underscore type. There's a data table that has the data that we want. So we're gonna go into a formula bar and we are going to start typing. And I just have to put in food. And it show me food that. Let's select this. And now let's preview our app to check if it's working properly. So for that, let's click this preview button or press F5 from your keyboard. And here, let's click this drop-down. And here you see it's working. Let's close this. And now we have seen some warning. So we have to deal with these wanting first. So let's just let this warning and hit edit in the formula bar. And here it's looking for Data Card Value, which will delete it before. We have to check that too heavy to look for the data value from the dropdown. So we are going to delete that and we're going to add in drop-down food type. Remember we named that drop-down box to drop on food type. It's going to pull the data we want from the drop-down box. But it doesn't know yet exactly what kind of Quetta what we need to do. So we're going to finish this fomula. We need to add in a dot. And this, the first choice is the one before selected dot foo type. Quit. One more to go. So it's just a warning, less just like this. And delete this by pressing the delete key from your keyboard. Grit. So now it will take the selected value and put it into the dropdown. Sit that. And it's time to check this app. So let's be will our app just enter a new record? After entering? Let's save this. And now let's go to a OneDrive for business and click this Excel file to check whether power added that data do Excel as well. And here it is. Everything is going to work the way we want it. So that's all for this module. See you guys in the next module. 13. Arranging data cards in powerapps: Welcome back students. So in this module, I'm going to show you how to arrange cards and add another dropdown in restaurant ready. So if you want to move this stuff, review card from here. Two under this visiting data card, SciPy select this. And when you see these four arrows, drag it and place it where you want it to be. So I'm just going to drag this under visiting did, and it looks perfect. You can also resize a card by simply dragging it from the handles. You can also arrange these cards by simply going to the properties window and select edit from the field tab. And here you see all the cards that I used on this screen. Simply drag and drop them where you want them to be. And what we're gonna do is just delete this text box and add drop-down. And you see these errors. We have solved this before. Let's solve this one more time. First of all, Let's just let this drop-down. Remove drop-down sample in the formula bar and right restaurant and the score weighting. So now this field is mapped with our data. Let's check this. Yeah, great. Let's close this and let's solve these error. Before that. Select your dropdown and rename it to the restaurant reading. Drop down in the tree view. So it's easy for us to find it. Software renaming. Just select this and in the formula bar, right? Restaurant waiting, drop-down dot selected dot restaurant rating. And now let's delete this error by hitting clip key from your keyboard. Because is, it is looking for that card that would lead it earlier. Hopefully, that helped you up. And now you know, a better way to go ahead and arrange these cuts. The kind of things you need to look out for and what you need to do to resolve these issues. I hope you guys liked this module. See you guys in the next module. 14. Work with Versions: Welcome exponents. So in this module, I'm going to show you how to work with versions. So here I'm in make.power apps.com and Hayes our app. I'm just going to check this and hit add it so it will load into our power apps web studio. Now what I'm gonna do is just click on themes and choose my decide theme. Let's say it's purple, click on it, and now it's applied on our app. It's time to save this weren't. So let's click on file and hit save. And here comes, see old versions. Let's click on that. And here's our version for this app. This is the volume which is currently live. You can also check these checkboxes and published a previous versions by clicking here. And now just come back and hit publish this williams. So a newer version is live. And here comes a newer volume that look nice. So this will bring us to the end of this module. See you guys in the next module. 15. Saving and sharing our app: Guys, I have misperceived this app. So in this module, I'm going to show you how you actually save an app. To save an app, just go to file and hit Save As. And here it is, asking you to name your app. I'm simply going to write sexual app and hit save. And after that, it publish and publish this way. And you can also share this with your colleagues. By simply clicking on this share, this app button. You can simply enter their names or email addresses and hit share in the lower left-hand corner. So power-ups will share this with your stakeholders. The last thing I'm going to tell you is that there's a web link for our app. If I click on this power apps and it will open an exit file. Here, you can run and test this app. I hope you guys like to see you guys in the next module. 16. Introduction to Dynamics 365: Come to Microsoft Dynamic CRM. I'm share hum at Microsoft Dynamics 365 consultant with sought technologies for three years. In this course, we will begin with the five primary types of data you will encounter in Dynamic CRM, accounts, contexts, leads, opportunities, and cases. I will show you how to navigate in Dynamic CRM, how to open a sales or service work area and view our inter-data about accounts and customers and your activities with them. With this understanding of how to use the CRM tools, we will apply them to the sales process. Qualifying leads. I'm proposing and closing sales opportunities. Finally, we will round out the course by using Dynamic CRM to provide high-quality customer service. I have a lot to show you. Let's get started. 17. Dynamics 365 : basics: Microsoft Dynamic CRM, like the other members of Microsoft Dynamics family, are built to be used with other Microsoft enterprise solution like SharePoint and Yammer, Office 365, Outlook applications like Word and Excel, and storage solution like one, right? Microsoft and M CRM is customer relationship management software that is focused primarily on the work that's done by sift EIM, marketing departments and customer service representatives. Dynamic CRM is a web-based client server application, much like Microsoft SharePoint. You can use Dynamic CRM in a browser, as you will see in this course. Or you can use an add-in called Dynamic CRM for Outlook and do much of the work that you would do in Dynamic CRM directly in Outlook. And while dynamics mobile solution are beyond the scope of this course that ME CRM apps are available for Apple, Android, and Windows Mobile Devices. Microsoft cells, two different flavors of Microsoft Dynamic CRM and on-premise server-based software. And the component of that is Dynamic CRM 2016, or as an online SAS software as a service subscription called Microsoft Dynamic CRM Online. According to Wikipedia, Dynamic CRM is used by over 40 thousand companies. The companies that use Dynamic CRM are able to consolidate their marketing, sales and customer service data and store that all in one place. In one place Datastore, replacing doesn't, or a 100 of smaller data bases, an Excel spreadsheet and wears out. Now, rather than re-entering data or even importing data, a company can connect Dynamic CRM to other enterprise system, like their accounting system or their inventory systems. With all of our data in one place, user-created know where they should look to find and where they should enter information about sales, surveys and marketing. Because we have this great big chunk of data, that data is easier to analyze. We don't have to consolidate it first. It's already consolidated. And analysis in it. The only way or user have instant access to relationship building information by consolidating and analyzing data in one large data store. Companies, teams, and individual users, good, meaningful insight about the sales and service effort and information to process improvement. Dynamic CRM uses skewed is settings to control what you can access, what you can add it, and what you can see. So if there's something that I should show you that is locked for you or not enabled, or does it appear on your screen? Then you probably need additional security permission to see what I am showing you. This course focused primarily on the use of the browser-based version of Microsoft Dynamic CRM, which is Microsoft Dynamic CRM Online. And we focus on it to use largely for sales with a secondary focus on customer surveys. Dynamic CRM is a broad and deep and heavily customized product. Even if you and I have executed the similar enough Dynamic CRM, the author, excellent, that your screen will look different from mine, even down that aisle labeled. So that is simply the nature of this product and part of its beauty. Organizations embrace Dynamic CRM because they can customize it to enforce the process that work for their organization. 18. What you need for this course?: This is a software course. So if you want to work along with me, You need some software. Specifically. You need Microsoft Dynamic CRM. I have Microsoft and EMI CRM 2016, which is the on-premise version of the product. Or Microsoft Dynamic CRM Online, which is a cloud-based where you know the product. So 09 or on-premise either will work if you would like to work along with me. Perhaps though, you are taking this course. So you can decide if you would like to spend more time with Microsoft Dynamics CRM. In that case, you have a couple of options. First, these are free time available for Microsoft. Here's a link. If you enter this URL, which is Google slash EU six IG9, you will end up on the Microsoft enemies page and you click right here and get started. Now, this is how you would engage in a free trial. Now, to be clear, Microsoft CRM is an expensive product. So you, if you are not in a position to take advantage of the trial, I would encourage you to wait because you would like to have some clique to work along with you. If you have a number of people who need to evaluate this product, you should do it together at the same time. In other words, you want to be organized and truth exploration of Microsoft CRM, where a free trial as a small pilot project. While you are taking this course to learn how to work with a Microsoft tool, you already have, or to work along with me using a free trial. Or perhaps you decide whether or not you would like to further explore Microsoft CRM and undertake a trial with other people in your organization. It is a great place for you to start. Let's get going. 19. What is a Record?: Microsoft Dynamic CRM helps you work with data that you have about your customers. And whether you work in sales, surveys, marketing, field service projects, service automation. It doesn't really matter because this is one system that encompasses all of these AS because we have all of the information together in one place. There's a lot of synergy possible. But we also have a great deal of visibility into the business. Let me give you an example. Perhaps you are working in that area and you're about to call on a customer. You are using Microsoft Dynamics CRM, and presumably your service department is as well. So you can go take a look at customer service to see if r is an issue that you know, that customer rise has been resolved and you'll find that it was dissolved that day before yesterday. And that's great. You have information now that you wouldn't have had otherwise or that you wouldn't have had as easily. People who work in marketing can see the effect of their campaigns. One sales. People who work in customer service can prioritize their work in part based on a niece of the sales staff. This is a dashboard and we have not just dashboard, but lots of specific information. For example, we have contacts, lots of data, rows and rows of data about folks. Microsoft and MC or M is a huge database, but you don't need to be a database expert to use it. There. However, some key term that it is beneficial for you to know some concepts about how the data is organized. The first is really easy. It's the idea of a record. So if for example, we are looking at alex, ooh, this is Alex Wu. Contact record. Record is a row, just like we would see in a table in Microsoft Excel. For example. There are different types of record. This is one kind you saw a moment ago that I clicked and we see some other types of record here as well. There are five major record types and I would like to tell you about them briefly. And their customers, we have accounts and contacts. Under sales, we have leads and opportunities. And then finally, if we are not working with sales, but instead are working with customer service, we have something called a case or cases. So customer service cases and in sales account contexts, leads and opportunities are five types of records that are stored in Microsoft Dynamic CRM. And we will talk a little more about each of these five types in the next. 20. Types of sales record in d365: There are five major record types that are used in Microsoft Dynamic CRM. Think of this as five different list that we mint in. There are many, many other echoed types, but these are the one that are most substantial. And you will want to understand what they are and what we store in them, and where we would look for information. The first to record types or account and contacts. This is very simple. This is something that you are going to understand intuitively. Accounts are organizations that are companies and, uh, contexts. There are people who work for our potentially have influence over those organizations. So we have one company that have several contacts. Contexts are similar to the conduct that we will store in Microsoft Outlook or any other contact management system. People who you want to stay in touch with them. So you have their email addresses, and you have their Skype IDs, you have their phone numbers and physical addresses. You keep track of when their birthdays, all of those type of things. So contexts are people, accounts, our organization, for example, in the data that we will be working with this something called blue yonder airlines. And they are three contexts for blue yonder. Jim Blinn, Ben Li Mi, and fabric go Nausicaa. And one of those is a primary contact and that spring. But all three of these are people that we have a relationship with that blue yonder airline. Even through the example I have provided, is of one of our customers. Don't confuse accounts and contacts for customers. Accounts can include organizations that are vendors, our organization, that our partners, or even competitors and contexts who work on those particular organizations. Customers are really a subset of accounts, or depending on your business model, it's possible that customer are a subset of a contact. Next, we have something that's called a lead. And a lead is the possibility of a sale. It's someone who is curious about us or believes that would they would like to know more about our services or know more about the product that we sell. There are different ways we acquire leads. What is the request for information? So someone might go to a website and fill out a form or follow us on Facebook, drop a comment or post on our Facebook page, or follow us on Twitter. There are a lot of ways we can get request from social media. It's also possible that someone would send us a letter and that they would call, you know, pick up the phone and call and say, hey, do you sell this? Or can you tell me more about this particular product? Next? The mailing list and Middle-East are either mailing list that we have purchased our Middle East that we maintain. Then another way that we will get leads is at an event. So it could be that I will go to an event and I will drop my business card in a bowl in a particular booth for our drawing. And now we have contact information. Increasingly true when I go to the aim and the folks in a booth or scanning my batch, that's all they need. And then they have access to my information from the conference organizer. So whether it's a trade show or a conference, these are other ways to develop leads. Note there are some folks who would say actually the Middle-East and events I have just described really aren't leads. They are just like off information that a lead means that someone actually wants inflammation from us, that they have been made a request. So in that case, those requests for information from a website or Facebook or follow us on Twitter are from more meaningful than simply a purchase money list or a stack of business cards. They're written from a tissue. We'll talk more about the difference between list and leads are qualifying leads a little bit later in this course. And then finally, we have something called an opportunity. An opportunity is a lead that we have put some effort into. And we have moved from curiosity about the product that we sell or the service we provide to actually talking about an adamant took purchase. We have established some kind of a timeline that says we are not just going to purchase it, but we are going to purchase it in 60 days or in formats. And we know how we are going to do this. In other words, everything is placed too close. Accounts, contexts, leaves, and opportunities are four of the five core record types in Microsoft Dynamic CRM. 21. Cases: And the fifth and final core type of record in Microsoft Dynamic CRM is called a case. Cases are literally two accounts and contacts, but rather than being part of the sales process, they are normally part of the post-sale process. We have cases because customers have issues or questions that they want to ask. And in your organization, this might not be called a case. It might call an incident, it might call them helped us ticket or a customer is moles are customer requests. We get cases because customers get in debt with us. They call us on the telephone, or they send us an email message. Sometime they will even send us snail mail. They'll go to a website and they'll fill out a form and request help. Perhaps your organization has a chat window that can pop up so that a customer can ask us to speak with someone in technical sport. Maybe a customer has posted something on your Facebook page or has posted on Twitter, or perhaps even on their own Facebook page. And that's what generates the case. And some organizations are proactively watching retailers sides too short that if their product or services mentioned that they can respond adequately to issues that are raised by the customers. A case isn't just a statement of a question or an issue. A case actually contain more than that? Yes. The issue and information about the customer, but also information about related cases are about other cases that this customer has generated. There will also be information about how long you have to resolve this particular case. And often what kind of service this customer is entitled to. Do they get conquest service or do they get service where they are going to be built by the R for technical sport. So case then begin without customer having a question or an issue and encapsulate all the information that a customer service rep needs to begin working to resolve that issue or answered that question. 22. Business Processes: A process is a manner of doing something. For example, I have a garden out back and we therefore have a garden process when we are going to take our new section of land and turn it into a garden rather than soil are weeds, we begin by preparing the soil. This is often done in the fall of the ear. Will, will then plant seeds that next spring, we will water and weed. And eventually towards late summer or fall, we will harvest the plants that we planted seed for back in the spring. Each of these is a stage and they need to be done in this order. You can't harvest before you plant seeds. There is no point in reading before you prepare the soil. And in each of these intermediate stages, they are specific activities that a necessity to that stage. So before we plant the seeds, we need to complete all the activities and repair soil, including removing any vegetation that is already there, tilling the soil. Testing the soil and based on the result or the testing, amending the soil, perhaps by adding some compost or other organic matter, or maybe some minerals. And under each of these stage, there is a corresponding list of activities. This isn't that different from a business process. As a matter of fact, it really is a business process. Business processes, like my garden process allow us to capture best practices and to standardize those process so that we are giving them the same way year after year. This is an organized set of studies and activities, and it's not an ad hoc set of information that we glean by asking someone else who is doing it, hey, how do you do your job? These are actually documented business processes. And once we have our best practice standardized, organized, and documented, we can then automate them with a tool like Microsoft Dynamic CRM. Nothing I say here should make your zoom that business process, our God, install static for all time. But when Best Practices change, it's important then to organize them and document them and provide automation for them. In this course, we are going to focus on two of the business process in Microsoft Dynamic CRM. The first is the sales process. We will spend the majority of our time there, and then we will spend some time with the customer service process. I believe that there may be as many different diagram of sales process as their sales organization. For example, here's a sales process that has five stages, each of which would ofcourse, have Activities, identify opportunities, qualified needs, develop, proposed, and close. This one has five aswell. Begin, Submit, Review, approve and close. This one. Only four. Prospect. Qualify, coat and close. One of these look like your organization sales process, then that will probably by what Microsoft Dynamic CRM will look like for you because it's customizable. And you have the organization that have the specific process can customize Microsoft Dynamic CRM to wait for them. If you use Dynamic CRM as it comes out of the box with its default process, then that sales process, which is focused specifically on leaves, looks like this. We will qualify a lead, we will develop, we will propose, and then we will close. And as with my garden process, in each of these four studies, there are specific activities that need to be done before we can go to the next stage. Let's take a look now at the Dynamic CRM service process, which is focused on cases. Folks who are working with Dynamic CRM service work area began with identifying our K is qualifying the case during the necessity research then to be able to resolve the case. So resolving a case in Dynamic CRM Service is similar to closing a sale in Dynamic CRM sales work area. The majority of the organization that use Dynamic CRM customize a service and the sales process to match their own best practices the way they do things. So it's almost certain that you will see different terms or you will see different activities. However, the process itself is the same. Whether you are in service or sales, whether you are working with a default setting or you are working with a customized set off stage and activities. Working the process means that you are going to enter data about activities so that you can complete a stage and then move to the lead or the kid to the next stage. If you open a case or a lead, the business process is right in front of you all the time. Here we are looking at a case, identify, qualify, research, and result. All right, now the research stage is active. You can tell these are flag. It's also a different color. And notice that identify and qualify stages have been complete because you must complete a stage before you can move on to the next stage. That doesn't necessarily means you have to fill in every piece of information. Some are required, some are not. But we are moving from one stage to the next. Moving the customer concerns or that customers Question from one state to the next, from identification all the way to resolution. And at any point you can click up future stage. While it won't allow me to edit this date, it will allow me to view the activities that a necessity to complete the stage, skip over to sales and look at leaves. We will also see a business process and I'm going to click on an openly one of mine and notice that we are at the beginning of this lead Stage one. Qualify. And so I have activities that I will need to complete and those are done. I will be able to move to the stage where I will work on these activities. With a developed stage done, I can move to propose with its set of activities. And finally, close. Regardless of your worker you have with Microsoft Dynamic CRM, you will have a combination of data and specific record types and some type of business process to help guide you. 23. Login to Dynamics 365: Microsoft in any CRM is a browser-based products. Let's take a look then at browsers. Here are the spotted browsers for Microsoft. And notice that these are operating system dependent. So you'd need to know what OS you are running. Windows ten, for example, you can then use Internet Explorer or Edge. Windows 8.1 only Internet Explorer 11 is quoted for Dynamic CRM. Windows eight, only Internet Explorer ten, and Windows seven is that Internet Explorer ten or 11? That doesn't mean you can try some other way in. But if you have begun having issues, the very first thing your IT folks should point you do is your browser of choice. Note there are some other non Microsoft browser that has put it for Dynamic CRM as well. If you're using Apple Safari, that's your best fit for Mac OS 10.89 or 10.10 or Apple iPad. Mozilla Firefox is great for Windows, 7.188, and Google Chrome for the same three windows for humans, as well as the OS for Android tablet. With each of these other browsers, we're always talking about the latest release William, notable in that in beta are testing not a volume that is old, but the current way now Safari, Firefox and Chrome should all sport Microsoft whenever C or M, 2016 or online. Once you fired up the appropriate browser, if you're logging into a Dynamic CRM Online, then this is your URL, your CRM server name dot CRM dot dynamics.com. My organs have service name is micro tackle. So i will be entering micro deco dot CRM, dot enemies.com. Not something I want to tie up all the time. So obviously, something that I'm going to save in my favorites right on the field bar. If it's not there, already, placed there with a kind of tension of your IT department. If you are working in Dynamic CRM 2016, then your URL is your CRM server name dot your organization or company name. No, it's possible in your organization that the URL is different, but this is a default set up for you or L for that MEC are in 2016. And so when I enter my URL for Dynamic CRM Online, we are, I will end up I will end up right here in Microsoft and every Sierra. No, I am already logged into my office 365 accounts. So when I enter my URL here in the browser, it just goes, if I had been using any other product like sway, I could simply have navigate to another application by clicking the weapon and choosing CRM. Because indeed it's their right here, for example, or I can browse here, rejected as it did by entering a URL. The fact that I see this dashboard is because I am in sales, but this is personalized able, you can modify what dashboard you see or whether in fact you'll see something other than a dashboard when you launch Microsoft Dynamic CRM. I'm all done. If I wish, I can sign out right here. If I'm using Dynamic CRM in public setting, for example, in a hotel on their computer, in a liability at a colleague house, then it's a good idea for me to sign out when I'm all done. In fact, on my machine. I actually I'm signed in all the time to Office 365 unless I have decided to reboot. So have a very good jump into Microsoft Dynamics CRM applications as well. Now that we know how to login, let's learn more about what we can do with Microsoft Dynamic, CRM. 24. Using homepage in d365: My children in CRM interface is a little different than other interface you might do. We used to, we don't have, for example, I've been up here at the top of the screen, like you would be used to in Microsoft Word or Microsoft Excel. And it's not simple. A webpage like SharePoint, even through I'm using Microsoft name is CRM online. Let's explore just a little bit so we understand how this interface works. Because once you begin using it and get familiar with it, I think you will find that it's a white logical, organized and that you will enjoy working because you can work very quickly. You are never more than two or three clicks away from information that you want to be able to access. First, because I'm using the Olin billion of this product. On the left-hand side, I had the width L. It would let me launch application other than Microsoft Dynamics CRM. And if I go somewhere in Dynamic CRM away from my default home screen, our homepage, clicking Microsoft and MSC or m, when reload this page, which is infact, the sales activity dashboard, default Dashboard if IMS salesperson. So if I were to go elsewhere, I'm just going to go somewhere and then click Microsoft Dynamic CRM. That button will take me right back where we just were, because this sales activity dashboard is customizable so I can modify it to meet my information needs and make it relentlessly useful to me. It makes sense that I would want to come back here. Next, I have dop navigation, this main menu. And when I click, what does C are different worker yes, sales for people who are working in silt service for our customer service folks, marketing and field surveys and polish surveys. Five different workers setting, which is important to me because I am a system administrator. Then finally a tile in my top navigation for a health center. So if I wanted to get help, I will get help desk specify to me based on what my role is. Once I choose one of these worker, your tiles, like sales, than I have access to other tools and information that are specific to sales. So if I'm a salesperson, my work, my dashboard, what's new, my activities, information about customers. And remember our goal is we're core record types in Dynamic CRM, accounts and contexts, leads and opportunities. So customers and sales, collateral, marketing goals and tools. Tools are things like blenders and reports, the fluoride, there's an arrow that I can click in case there's more information here because I could have other types, often food. And if I could have other tools, note this is a good time to note that the tiles that you see and even the name of the record type and list that appear here can be customized. So in your organization. If you have a different name for sales, leads, like qualified leads, or a different name for quick campaigns or marketing list that can be customized in your organization. So don't let it bother you. If it's more specific or different. That's just part of a whole Microsoft Dynamic CRM works. Same thing is true in any of the worker, yes, if I click on service, notice that I have accounts and contexts for my customer. I also have their social profiles. Let's go back to say is I didn't have access to that or my settlement permission for sales, but in service, I do. And then notice I have different record types for service which I didn't have. A salesperson, marketing, other choice yet. Field surveys, very heavy or inventory purchasing, work orders and so on. And project service, again, planning and living, billing, resource availability, that this type of things that we need to know to work on project. I can choose any one of these, any work area, and then choose either a tool and some information that I would like to look at. If I would like to look at my dashboard and surveys, I would just click dashboard and a couple of different things happen. First, my customer rap dashboard is being loaded. Notice also that next to the main menu, i'd know have service listed as my work area. If we want to switch to another type of inflammation or another tool and Service, which really easy. I click to open that same set of tools, same set of records that were available to me when I choose Service initially. So if we want to choose information or tools that are available to me in service, I don't need to return to the main menu. I can simply choose them here. And because I'm looking at a dashboard, I then have the ability to look at recently will dashboards. If, on the other hand, I was looking at cases, then I would have the ability to see our recent view cases. But since I haven't review any of these, I don't have any. So if I want to change work areas, I click here and choose a tile within a work area. I can then choose to see a specific tool or specific piece of information. Once I have chosen the work area, return to the work area had dropped down to switch to a different set of information, to switch to a specific tool within the tool that I'm using, all the information that I am looking at, I have the ability to switch to recently view item of the same type. Now preceding a growth at top, this burden is magic for me because this burden doesn't care whether I was looking at a particular type of information. This give me recently view dashboards. This give me recently you everything. So when I click, I get to see everything. And it's not just in sales. That is showing me what he looked at, whether I was looking at it through surveys, through sales, to marketing. It doesn't matter. This is my recently view item list, which I absolutely love. And if there's something I want to come back to frequently, hear, checkout, what I can do, I can pin it right here and there. If I haven't recently with the information on the blue yonder airline organization, which I would find in the account list. It's right here. I'm hanging onto it simply by clicking and adding an item to my recent records are to my recent views. If we want to unpin something, simply point to the pin and remove it. To close this recently list, simply clicking again. If I will like to create something new, I click the plus button and I have the ability to add a new record of any type. Remember that there are five main types. There's accounts, cases, contact, leads, and opportunity in this list. But here are all of these other types of records that we can add. So I can add an opportunity line, a project in expense based on my role. If you don't see as many items here as I do, is because you don't have permission to see them based on your goals. And then customization in organizations. Having too many things that you could click on isn't necessarily helpful. And on the left-hand side, I have activities so I can create a new task and you phone call, new email, our new appointment. This isn't the only way to create them. As a matter of fact, you merely Create a new phone call here because you might start with a person you are calling, rather than starting with the fact that you are picking up the phone anymore about how to add activities to contact later in this course. If I want to close this, just as I did with a recently viewed items, simply click the button that open it up to search in my CRM data interests certain here, we'll see more about this in the next movie. And I have a new advanced fine feature here. Next, my login information. I can change my picture, some setting that I have the ability to modify and a help button. At the top of the page. We have the ability to save, for example, a dashboard. As a new dashboard, not all pages have a save button. The ability to create a new dashboard, to set it is at fault, or the ability to refresh. I will go take a look at a specific list. I will get a different set of tools across a top. So as my context change, as I'm looking at records versus dashboard was his tool. I get other choices. I have the ability to create something new, to delete, to email, a link, to create reports, tablets and so on. And we will exploring this option two of this course. To go back to our Dashboard, let's click Microsoft Dynamic CRM, which as we know, is a link. And we are back in our sales activity dashboard where we begin. This is how you navigate with your data. In Microsoft Dynamic CRM. After you spend just a little bit of the time, Microsoft Dynamic CRM, you will find that navigation in this product is wicked. Izzy. 25. Using search to find a record: So far we have been browsing and looking at different tools and different RCA list. If I'm looking for something new, that way, I mostly like to try to find out is by using search. And search is very powerful in Microsoft and any CRM. Now it doesn't such every single field, if it did the search result that you would get back would overwhelm you. So this isn't a good way, for example, to find all of business that are in Columbus, Ohio. And this a great way to find specific companies, specific individuals. So for right now, let's focus on how we would use Search, accounts and contacts. You may remember the example I used earlier of blue yonder airline. And their main contact had the last name of Lamy. And if I enter that, here we go. But in land me at blue yonder airline, these are lead association with brain Lemmy as well that work, if I click, I can open up brains information would notice what is happening up here with our breadcrumbs. Hyman says, looking at context, looking at brain. And if I click this drop down, I have the ability to access information that's appropriate about contexts by HEPA service case that Ben has that outstanding sales opportunities. I could interactivities or view them and so on. If we want to go to blue yonder airlines From here, I don't need to search. There's a hyperlink. I point to it. How great is that or the ability to send an email or to make a phone call. But I'm going to click that link to go directly to blue yonder airline has a lot of information about blue yonder. Notice I'm in sales, I'm no longer in contexts. I'm in accounts and his blue yonder, Ellen. So my breadcrumbs are happy me move back and forth. If I click, I can go back to accounts. I click here again. I can go back to sales. Says if I am buying something, I might not want to load this page. It's an interesting thought. It has sales dashboard. We're not buying, we are selling. Let's go again and I'm going back to look at blue yonder. And what I do this, I get account and contexts. Imagine that I received 15 accounts and hurt contexts. I have the ability to define my search with filters. I can say no, no, no. I'm actually just looking for contexts or I'm just looking for account. And if you want to see everything, it doesn't say oil. It says, don't filter at all. Filter with learn. Let's take a look at folks whose name includes LA. So we have lambda healthcare, which is an account. I have leads, opportunities as well as contexts. I can see, I'm really looking specifically for contexts. If there are more contexts, then I can see at one time as they move into the contact list, notice that I have a scroll bar which will go away when it's not needed. If I go back and look once more at blue yonder airline, and then we click the drop-down sales accounts. Blue yonder airlines. Notice that there are many, many more pieces of information and many more tools that are available when we are working with accounts as opposed to when we're working with contexts like green, where we have a small number of tools and a small number of different piece of information that might be useful to us to see. For example, if there's a service case, the ready to brain. When you are done with search, simply move onto whatever it is you're doing next. There's no real need to clothe the search box, simply go somewhere else. If you are a person who often files up Google or Bing, search it for item, you are going to be real comfortable here. If you are someone who tend to think about browsing, instead, I would like to encourage you to search for data because it's a fast way to navigate in Microsoft Dynamics CRM. 26. View,filter and sorting a list: Let's open up one of our record sets. For example, Less opened up contact list. And just as you can modify them, you do choose, for example, all active contexts and set as default. You, you also have the ability to sort. Right now, this view is sorted by full_name, and you can tell that because it's an upward-pointing arrow. But if we wanted to sort these contacts by company name, I can symbolically Company Name. And first, I will see that folks who don't have any company at all. But as I page through using the page contours will eventually get to folks who worked for specific companies, and those will be in alphabetical order. As well as sorting, I can also assign a filter. So if I click filter, the filter arrow Come on. And I could say that I want to only look at those contexts where we have a company name that contains some data. And this no, give me a list of the 79 active contacts which we have a company name listed. I can tell that this sort my company name because the arrow points up on complaining if a point to it and whoever, I get a description of the sort order. And if I point out to the Filter button and hover, then I will also get, that's some information for company name. If I were to sort this with a filter applied, it worked just fine. I don't have to be sorting and filtering on exactly the same columns to remove the filter button and remove that filter. Simply click Filter again. And each time I click Filter to turn it back on, I can select a filter. One way to create a view is simply to apply sorting and filtering and then clicking that drop down on the view name and choose save filter as new view. So I could name this. Now active contracts with company name. And this is active contexts. Their company name is not blink, for example, or contains data. I don't have to fill in the description, but the name is required and its need to be unique name. It can't be the same name, for example, as active contexts. Click save, and now notice are taken. Deaths with company name has been saved. And it saved under my views. This is a view of my own that I created simply by sorting and filtering and then saving as a new view. 27. Create,Edit and save record in d365: It's very easy to create a new records in Microsoft Dynamic CRM. If you are already in a list, you can create a new record, but you don't need to be in a list. You can simply have some information. You have returned from a trade show or you met someone on an airplane, you want to enter their company information and their contact information is enough to do. Simply click the plus sign and choose a type of information you would like to enter. I would like to enter a new contact, choose contact, and the appropriate form will open. Notice that lastName is required. Firstname is not required. I am going to simply enter the last name. And it's big. But I can use Tab to move between the phase shift TAB most Me backward. This spread paid. Who is the CEO at the company name buster. Now I can check to see if this company exist First. We don't have this. So I can create a new record. I can look up there. And then I have some email information. Now, notice that I can get this nice red circle that says that there's no record found. So I need to create a new record so I can click the plus sign here. And now I have moved from a contact to an account. And the primary contact at burster, of course, I couldn't know, is going to be the bread. But that hasn't been saved yet. So let's just leave this into the main phone number for burster, which is 84074696, 96. I don't know a lot yet allowed us account. I mostly know about pet, but I do have some information from his business card that they are at 636 paid road and Stephen points and the postal code there is 5W for Edwin. Let me save this. So I have now saved this account. Little dots at the top show me I'm on a way. So that school was the company has been saved. Notice, it returns me immediately to the contact that I was in the middle of the creating an obiter works just fine. I'm not generating that to create a new contact information anymore. And bits email is where it's at the rate of visitors.com des weight. If we wanted to enter a description of this contact, I could, or I could enter an activity about this contact. And we are going to do this in stirred. So I'll simply save this. Notice. Why I save all done. I can create another. So if I'm working with a stack of information that I want to enter, i could do that. I can also do the records that I just created is a bad contact information, job title and so forth. I have opposed that says that this was created by me. That's where and there is our basic information. If we wanted to go look at burster, here we are. And again, not a lot of information. Now, I want you to note because did this I'm automatically assigned as the honor. And if we go back to recently new items and I go to bed, notice gain honor me. I created this record. Therefore, it's automatically mind. If we wanted to edit this and add some additional information I could. For example. I also have a business phone for bread that I am going to fill in. And notice that when I do that, it doesn't formatted for me. So I can choose whatever format I wish. I'll just use dashes. And I also have a mobile phone, and that works. Now, I don't need to save this. I don't see a big Save button here. When I created something new, I always need to save it. Whoever when I'm editing, there is an automatic machine. They're saved for me every 30 seconds. So if I modify something, for example, if I realised that I type breads number wrong, It's 99 W eight and I tap out of there. If you look at the low hand corner, it notes that I have unsaved changes and they say button, I can click it. But I'm not going to. Because every 30 seconds by default, with auto save enabled on our Microsoft Dynamics CRM system, things are going to be saved for me. So I don't need to remember to save all the time. I need to remember to save items that I have created. And that was easy because there was a safe and a cancel button set there for me. And if I simply doing some editing and then continue to look at bits information, eventually, this is going to be saved for me. If we want to push the Save button, instead of waiting there thirty-seconds, I had to wait. Then I could have simply click the Save button. And I will know that I need to do that because the save button is activated and unsaved changes is posted next to it. 28. Dashboards & Charts: Whenever you sign into Microsoft Dynamics CRM, you will see a dashboard. The dashboard you see will depend on your role. This is the sales activity dashboard. If I were logged into marketing, for example, I would see different dashboards. Marketing social dashboard that's being loaded right now. And the dashboard is an overview to make sure that you have never lost sight of the big picture about a job. Let's return to the sales activity dashboard. And again, it's easy to get to the dashboard. Simply go to the work area you are interested in. Click and then under My word, Jews dashboards. And this is taking us to the selectivity dashboard and where we started a moment ago. On the left-hand side, we have graphs that help us get an overview of what's going on in our sales or organization. This is one of many dashboards that I'd been created for sales. To switch from one dashboard to another, I simply choose a different dashboard. Here are some customer service dashboard. Here's a sales management dashboard. He's a CRM overview dashboard that I can go to get some basic information about CRM for the entire organization. So this energised about sales. I have information here on service as well. This is a nice high-level dashboards, less return through sales activity dashboard. Because if you are a sales person, this dashboard or something like it is probably where you are going to start each of your session. On the left we have what's called an opportunity pipeline. And this matches up to the business process that we saw earlier. So at the bottom, we have the first stage in our business process. Qualify, propose, dwell up and close. And men, I point, hover over one of these segments. Then I can see detail information about it. Over next. Kpi is called progress in terms of money. The goals or targets are presented as circles or shapes. And the actual work that has been done, the money that has been generated is shown in columns. And then below this we have a leaderboard that show how many want opportunities different folks have had and the value of those opportunities. And you will notice they someone doing worse than I am. But not many people. And when you point to any of them mitosis, you have the ability to refresh them, to see the underlying data are to pop it out to make it larger. So if I enlarge this chart, much bigger view, if I close it, I turned to the dashboard. If I click to view the records are new window will open. We'll display the records that are being reflected in this particular chart, not bed. On the right-hand side we have a list. These are openly leads. And remember that a sales process is focused on turning leads into opportunities. If for example, I wanted to pick up this lead, cat France's, I can click and go immediately to get records. And notice that some work has been done here. And this is owned by somebody else. So even through this is an open lead dance working on it already. So probably not something that I need to jump into and to tend to my dashboard, I can either go back or remember, I can just go to sales dashboard if I would like to see when particularly is I could eat note is that I have scrollbar here. This is a scroll bar for this openly Spark and its also has a search. Here's some open opportunities as opposed to leads will have more information about opportunities that would do about leads. Therefore, the Alone in OCS process. So I can scroll across and look at more information here. On the left, I have activities that I am an aging with right now. And I had the ability to seize these records. And I also have the ability to add an activity right now. Here. Now, I can also choose to create an activity specifically by using the quit button at the top. But if I am looking at a set of activities and go, oh, I forgot one, something else I need to enter, then I can add the activity directly here. And it doesn't need to it that I forgot something. Remember that I'm going to see this dashboard all the time so I could add the start of my day or the end of my day. But I am spending time on the dashboard by entering activities. Then if I would like this dashboard to be my default dashboard, I can simply click set as default and making it my default Dashboard. That's pretty slick. If we wanted to change to a different dashboard. For example, or CRM or view, notice that now I can set this one as my default. And that is an option because it was not my default because I'm going to turn to my C Thank you. Detach mode, set that as my default, and I will see you in the next movie. 29. Drilling down in to chart segments: I have switched to the Microsoft AND ME CRM overview dashboard. And I would like to know more about what's going on in our sales pipeline. So I'm going to drill into one of the segments. For example, in our first segment at the top that says it's phase one where we are going to qualify a lead. I have almost thirty-two million dollar worth of possible opportunities here. I'm going to click to learn more about them. But I would like to know is, what account are these form. So I'm going to choose accounts and say, I would like to see this as a column chart. Click the OK button, which is the right facing arrow. And I have just generated a nice little chart because I know something about our account sync specific information about which account might be responsible for an opportunity of a particular size is helpful and useful information for me. Now, I'm going to scroll down to the bottom. And notice I have two new buttons. Home will take me back to how this char loop originally and back will take me back one stage. You might say, wouldn't that be the same place where right now it would? However, I could also then drill down into another segment. It might be, for example, the, that for coffee is looking at two or three different products. It's not all one order. So I could take a look and see, for example, who created this or who that decision maker is. I can see what the forecast is for the final decision, debt date. Anything that I would like to know about this particular opportunity. So I could see Hoover owns, for example, this Forth Coffee opportunity. And let's get this. Then in a column chart as well. It looked like there are different owners. Swam and Dan are responsible for two of the opportunities. And then the third is still sitting in the system. And has it been assigned to anyone? I would like to make sure that then that 710 are actually in conversation. And since this is a large chunk of our opportunity right now, $6 million, I would like to make sure that this final opportunities get assigned to someone quickly, possibly to spend or to Dan, or maybe it's something specific and perhaps someone else, Our team would be the best choice for this particular opportunity. So now I can go back one stage, and here we are looking at the details about the opportunity that needs to still be qualified and back again, which takes me back to my original chart. So remember to drill down to the segment, select a field. You would like to know more about Chula chart type and click OK to display that particular chart. When we are drilling down into segments. This is a feature. This isn't something that was saved. For the next time. We'll load this dashboard. Or when we switch to another dashboard, that deal down will be lost. But it's available to us again anytime we're looking at a chart in the dashboard. See you in the next one. 30. View Team News in d365: Dynamic CRM, user news fat to help you stay current with information about what your colleagues are doing and what's happening in your sales or service organization. You will find that feed near dashboard if you were in a sales, for example, under my work, we have looked at dashboards now turn towards new. And this will show you your newspaper. This type of FET is known as the activity fat. There's not a helpful term because we also have activities that are different than your activity fed. The news FET will let you see information that had been posted either by people in your organization are automatically based on roles. For example, we have auto post and those post corrected automatically by the system. And then we have user posts, post from folks like you and I. So a new account get started. And if you point to it, notice on the far right hand side, you will see like an reply. So I can like post that I see here. And I can also reply to post that I see in the newspaper. If we want to reply, it's more like tutor. Then Facebook cause I have a limit of 500 characters that I can type for a reply. So I can say thanks to my colleague for the assessed on this opportunity heavy goal. And if someone wishes, then they can do this. Notice that you can tell that it's me as opposed to something that came automatically from the system. Because it has my image there. I didn't have to add that. It was added for me automatically when my account was setup by the Account Administrator. It's an image for Office 365. If you want to change setting for the worst new fed, click on All record down here and notice that we are falling all records. And I'm seeing post about me, my active accounts, active cases, and so on. And if we click the gear, I have the ability to modify the list. So for example, if I would like to see my active accounts moved down the latest under my overlays, I can simply move it down and again, click to move it up. So I have the ability to move these items in relative order. Or if we want to hide something. If we don't want to see my open opportunities, I can hide them. My advice to you is not to change any of these settings for a little while to work with a built-in settings and see if you like them before you decide you want to remove something or reorder them. But this where you would do it, the setting dear to filter, simply choose or to post or user post and write something new, totally new post that will appear here. Simply enter information in the free text box at the top and then click post to post it to delete a particular post that is selected. For example, if I were looking at this pose, Sibley 0.28 and click the delete button on the far right hand side, passed like an reply. 31. Follow Up team members or records: In addition to modifying the setting for what's new, you can change what you see in the fed by falling a lead, a customer and account, or a clique. In the same way, you might follow someone on Twitter or Facebook or any social media account to follow, for example, and account, I'm going to click on the name of the account so that I can open it up. And with that account open or the contact lead, whichever type of Eckert I am looking at, I can click the More button and then click follow and information about this particular account that will appear, in my words, new fat. If you want to stop falling, I simulator and choose unfollow to quit. To quit following this particular record. It's a little bit more complex to follow a clique and see everything that they post and they information. But it's not impossible. If we want to follow a particular colleague. I can look for them first. I'm going to find Robert Molina. And his Rob. Rob has a more command as well. And I can follow up right here. You the setting for worse new and follow a stop falling particular records are members of your team so that you are taking your worst new fed to be useful to you. 32. Activities: How to create and complete?: And the mind murky area who see Dashboard and what's new. And third to ice, which is activities. Activities are used to keep track of your communication and also to keep track of work that you need to do. So you can send an email, you can make a phone call, send faxes, set-up, appointments are assigned task that will need to work on. There are different ways that you can create activities. You can create an activity from the specific record that you are looking at. You're gonna create an activity in the Activities section that we see right here, my activities, for example. And if you are using Microsoft Dynamic CRM integrated with Outlook, you can also create some of these activities like email, appointment and your task in Outlook and read them here in CRM to quickly create a basic activity regardless of where you are, click the Create button and choose for a simple task to open a form to create a task. Notice there's some of the required fields, like activity state is an owner on the right-hand side are already filled in. There's a place for a subject. My task is to research financing option. I can then enter some task in the description financing for smaller projects and information about the actual start, the actual end. And I can relate this to a particular record using regarding. So if for example, I want to relate these two blue yonder airline, I can enter them and search for them. And here's the airline itself. There's the account. And then these are contact in the account. Let's say that this is for the account as a whole. If we wanted to save this, I can simply click Save. Remember that the button always appear in the lower right-hand corner. But I have to save this because it's something new. It won't automatically update. So I'll click Save here to save it. Notice that now I have saved this particular task. I have more options. I can mark it as complete. And indeed, once I do that, it saves it and change its status. So this is what I do when I finished this work. After I haven't searched the financing option. I can close this task. And if I close our task, I can then close it, for example, as complete or S cancer. I don't want to do this anymore, but I don't want to lose track of it. So if I want to cancel a task, I would usually choose to close it. I'm going to come back to convert to in a moment, I can delete it, ask, I didn't mean to create this. And so it's going away. I can email a link to this task to someone else. Every time you see this form button is because I have permission to edit the form that's being used here in Dynamic CRM. So this is excess to the formatter for this form that you see on the screen. I can assign this task to someone else. If you organize using queuing, you can add this task to a queue. And you will then use this button to view details about items that are queued up. You're automatically using a queue because all of your activities are being queued. But using this command to add a queue is used for a queue, not yours. Perhaps a Q for a specific team or a queue in a customer service setting, for a specific level of service, like concrete service. Q I'm going to close this and there my financing option right here. This is my task. To open this again, simply click to open it. Notice that when I click the Create New button, I can add task, phone calls, email, our appointments. Whoever, when I'm looking at activities, I can create tasks. Email, appointments, phone calls, letters, faxes, service activities, and so on. And absolute plethora of different activities that I can track. Let me show you how to add an activity from within a record. Let's take a look, for example, at a contact. And the specific contact is Sean Martinez. And I want to give him a call and I want to try the fact that I spoke with him. This is about tracking my communication in the middle of the Shaun contact information. There's fed. This is a little social area that's embedded in the middle of many of the core record types. I'm going to go to activities, check it out. Is all of them in progress are overdue. To filter, I can add a phone call at a task, click the menu at an appointment or an approval or a booking alert. But I'm going to add a phone call. Check this out. So this is an outgoing phone call that I'm making. I want to call shown to set up a conversation with the folks from blue yonder. Because there are some synergies in this relationship that I think would be interesting to set up a conversation with burster and blue yonder. And if I left this as a voicemail message, I would make a note here. But I didn't leave a voicemail. I had an actual conversation is shown. So I want to note that Shawn is interested and knows that ratio. While we're here. Let's look at one more item in the social FET, which is notes no, sir. Where I will enter information that are not activities but need to be cracked and tied to a particular record. So if I have some notes about shown that in or something I can capture in the contact information. There is not a place for it necessarily. Even through. There's a lot of space here. And there's a space for personal notes. If we wanted to create some nodes here, I can enter a title, I can enter text for a note, and I can even attach documents. So if shown where to send me a document, then I want to keep track of this would be a good way for me to do this. Post our item that acquitted either automatically or by user that show up in the new threat activity show up in our activity fed, and nodes actually stay right here with this particular person. So I'm going to enter a new node. Sean and I were talking about his art portfolio when we met last. And I'm just gonna make a note that she is, that's shown looking for a great platform for digital portfolio. Don't want to lose track of that node. And this node is by me. Just now. Lets you turn now to our activity fed. That before you, in this fed, my activities showing me activities that are outstanding, activities that are on my to-do list. I would like to see activities that I have completed. Click and choose my clothes activities for your own activities or close activity to see everyone activities. But if I choose my clothes activities, Notice I have asked to set up a conversation with burster and blue yonder is the activity that had recorded in Sean's record and is right here. I can find it anytime I need to be able to locate it. But because it's complete, it shows up as a closed activities. If I choose all activities, then I will see activities that are open and closed that's listed under activity status. But in activities, that default view is designed to keep the activities that you need to work on next in front of you. 33. Create and edit appointments: Appointments are a particular type of activities because the period of potential for space to meet with or work with a customer or any other type of account. For example, a vendor, to create an appointment, simply click the appointment. Top-down note. You can create recruiting appointments as well as regular appointments. Either of these will open appointment form and we are going to enter information here. The first acquire field is subject. So I'm going to enter a lunch meeting to discuss joint opportunities. The folks who are required for this meeting, us February soo, let's go see if I can find him real easily here. I bet he's going to like it better if I spell his name correctly. There he is. And Sean, optionally, I would guess that if Jim is available from blue yonder, That would be a great as well. And notice that I if I need to refer to another record somewhere in CRM, I can do that with regarding No. If you look at attachments, there's nothing I can do here yet. And that's because I have hammer save. But as soon as I have and I have put this record of a it says the falling potential scattering problems have been found. It says I'm not available or there is problem. Well, there's because I didn't change the dot or the ending time, that would be a problem. So I'm going to cancel this briefly. And I'm going to drop down here and actually change my time to next Monday, which I win. My attempt to do this at noon. And we would like to have just a little bit longer. I could either change their duration or I can change the end-time and change this to an r and a half. Again, I could add some information here. Notice that, that I can use this plus to add an attachment and it will take a second, but then it will allow me to browse and toward Hfile Do this or multiple files. If you're using the newer version out at EMI CRM, one of the opportunities is to connect Dynamic CRM to your Microsoft OneDrive. And of course, if you are using anywhere you know CRM, it can be greatly to SharePoint. So you can be attaching file for a number of locations that make this link more valuable because of someone click to seek permission here. When you return to look at it, you are getting the latest version of documents. I think I'm all set now. Now, if abyssal shown and Jim have a conflict is not going to pop it up for them. And the reason that it won't, They are not own our Exchange Server. So it didn't have a way to know that they are not available. But it does know that for folks who are going our network and our Exchange Server, dashed great looking appointment in, it's all set. If my organization uses outlook, I'm and never schedule an appointment in the way they might already scaling them to Microsoft Outlook. When I'm done with this, I can come back and mark this as complete. I can close our appointment, which is a way to calculate. I can set his appointment with our curious I can assign this appointment to someone else. Why might I want to do that? Well, I might be turning this customer relationship over to someone else. This look good. I'm happy with it and I'm now going to save it and simply close the form. And I turned to my list of activities, one of which will be this lovely appointment to discuss joint opportunities that software this see you in the next movie. 34. Creating a lead: We already know a lot about Microsoft and I am CRM. We know how about accounts and contacts, about the difference between accounts and contacts and leads an opportunities. We know in the service area about cases. And we'd know about the tools that we have. Dashboards, worse new inactivity fees. All of this has been preparation for the main event for our engagement with sales business process. And we will begin by creating and working with leads. Because in our business process, the very first thing we need to do is to have a lead to work with. And it can be someone who you have done business with over and over again. And it can be someone who you have never met before. And their name was given to you on a list or by applique or by a friend. Hey, you should call Gabriel and have a conversation about this. I'll it can be someone you set next to on an airplane. And indeed, this is exactly how we acquire our latest lead. Rebekah Devis from Deb point. We don't have her anywhere in our system. So we are going to create a new lead. Click the plus sign in lead. Or we could have chosen the grade button. And choose a lead. Doesn't really matter. And with a brand new lead, the business process start at the very first aid, which is qualified. So let's enter or information from this lead. Let's begin with a topic that is required. So as soon as they tried to skip past it, we stopped me. And the conversation that I had with Rebecca was successfully about some training pour her staff. And this is reading on social media tools, this topic. When I clicked to into new data, it opens up a nice first name and last name box for me, which I appreciate. And it's a vigorous and they're Stern. Now the rest of this is pretty optional. But for me, it's actually not. Rebecca is that rector of humans source? And I have her business phone and email, how a company is standpoint and the website is www.dot_net. That company dress and notice, as I drop down here, I have everything I need to enter an address. And this is boiling broke in Illinois. And the zip code is 6040. With no, if I have more information, like information about competitors and other things, I can enter it. But notice that I first need to create this record before I can add some of these alternative information would have other information other detailed information blow that I can fill in. If I have more info, I can choose an industry, for example, loss of different choices. They are in consulting. If I know about the annual revenue, we actually talked about the number of employees, about 125 desktops and connect method to her preferred contact method. She said, Would you give me a phone call? But she also allow evil. I don't know about bulky mill or any of these others, but cheap reffered to be conducted by phone. When I'm all done entering all information that I have about this lead. Now notice that the elite is not simply Rebecca Davis, the bigger Davis is the person, but the lead is about bringing own social media tools. There's the lead that I want to convert it into an opportunity through this sales business process. When I'm all done, I can either click save her or save and close. Or I can click save at the bottom right corner of the screen. And those are going to save this particular lead for me. And this, my new open lead with their wicked have is trading on social media tools. Looks. 35. Editing a lead: To edit a lead or any of the records we have in working with simple, open the item and then begin editing. For example, I might wish to create a post here. I could note some activities. For example, I had a conversation with Rebecca. It wasn't a phone call. It wasn't really a task. And it's a little weird to think of it as an appointment. But it really, in a way was or I could add notes about our initial conversation and anything else that I would like to capture about this particular lead training on social media tools I would need to do here. Notice also that because this has been saved there or areas to added that were not previously available, like adding stakeholders, other people who are connected to this particular lead off training. And finally, information about any competitors. And these might be folks who are in our system that I could look up. Or they might be people who I would simply need to add here. When I'm finished editing the records, I can simply click save them, I guess semi-regular save button in the lower right-hand corner. Or I can wait up for 30-second until it is automatically saved. For me. 36. Importing leads: An Overview: You don't need to memory into every single contact or every single data element that you use in Dynamic CRM. Whether we are looking at leads, are opportunities, contacts, or accounts. If you already have data, then you can usually find a way to bring in into Microsoft Dynamics CRM. Let's look at some options. For first-year ice in terms of importing data is to import spreadsheets. And there's an import data wizard that allow us to do that along with data templates that have all the columns that are acquired and make for easy importing into Microsoft Dynamics CRM. So you'll begin with data that already have. And then you either use a map to map the information in your file into the specific CRM fields. Or you can mentally rearrange into spreadsheet you already have and then copy and paste it into the better template. The second choice is to track Outlook Contacts. And when you do that, you are using Outlook along with CRM. And the context that you have in Outlook can then be direct in Dynamic CRM. A third option is to import your outlook contexts if you wish. And if you have contests that you don't wish to include in CRM, rather than dragging all of them. You can import the ones that you wish to import. And again, these don't need to be imported as leads. These can be imported as accounts, imported as contacts. Whatever type of data it is that you have. If you wish to import using the special method and you were importing leads, for example, you go too late and on the command bar, you choose import data. The first thing you do is you download that template for the lead records and open it. Notice that this particular spreadsheet begins at column D. And that's because did our column a, B, and C that are going to be used for other information by Dynamic CRM. He's the order than that dynamics in dentistry information in and again, if you have a spreadsheet that has topics and salutations, firstName, lastName, and so on. We will take your spreadsheets, rearrange it, and then copy and pasted this spreadsheet if you wish. Or you can enter information directly into the speciate. When it's done, then we'll save this spreadsheet. Return to Dynamic CRM, choose Import Data and identify your data file. Now notice that you can also import as well as Excel XX and XML spreadsheet, which is especially that that template quits. You can import csv files, even cif files directly. But you will want to make sure that you have the data that's required and that will have the right field names. And one easy way to get there is to take the data that you already have and to use a template that is provided. 37. Assigning and sharing leads: When I create a lead and automatically the owner. So I created this lead for training on social media tools are a big dev is, is the contact and I am the honor. I could however, assigned this lead to someone else or I might want to find one of the leads that has been imported and assign it to me. Let's look at those two scenarios. To assign this late to someone else. I should hand this off to someone else in the social media training area. So I'll click assign and notice by default, it's assigning it to me. But if I click on assigned to this, toggle between me and everyone else. And I can then assign it to a user or a team of user. And I can look those folks up pretty easily, sign it back to me. And here it comes. Some people do not have the ability to assign leads. And in some organization, all lead assignment is done automatically using workflows. For example, if you have a sales directories that are arranged geographically, the assignment may be done automatically based on the geography of that particular lead or the contact for that lead. You may recall that when I go to my dashboard, they're open leads listed on the dashboards. And some of those leads belong to individual people and some of them come from the system. So if I wanted to know more about leads that were available, I could choose all leads or better yet, I can click to see the data there, sit behind this leads. And notice that we have an honor. So here's a newlywed game. Ever Crimea. Like our product. It's a venue. And I can open this lead and say, I'd like to work with Kim. I want to look at this a little bit more, but this might be exactly that type of customer I'm supposed to be working with. South video shoes in my area. I want to do an upgrade that script. So this is exactly the same kind of lead that I should be working on. I can click, assign and assign this to me. Now, different organizations have different processes. If the process in your organization is that sales Foxconn, self assign leads from this pool of the Open, leads. This exactly how you do it. I've taken this lead that had known or and now I own it. Whether you assign leads to other or you assign lead to yourself, simply go to the lead, or in the case of listing, select multiple leads and choose a sign. Now, this transfers ownership. As you can see, if all we want to do is engage someone else. I would like to have some help with Kim Abercrombie via But I'm going to continue to be the person who is responsible for telling this lead into an opportunity. Then rather than choosing a sign, I will choose shear. And when I share a lead, I can fly simple at a user or our team. And I'm going to engage Leanne Shepard. Oh, and actually Rob Marino has some expertise with video as well. So I'm going to select these two folks and add them. I would like them to be able to read the information about his lead. And if we wanted them to be able to share it with others or for the assign it and so on. I could choose some other permissions that I'm giving them. But right now I want them to have read permissions only. And I'm going to click Share. And now I have a large pool of people to help me think about this particular lead. If you want to know who are lead had been surveyed, I can click here and see if we want to take back shooting. I can either turn it off or I can select all and toggle all the information on and off or remove selected items. Now this record is no longer shared and shared again, basically to unshare, assigned to transfer ownership, share to bring in more police in the conversation about it. 38. Qualifying a lead: Some CRM system don't use leads at all. When you have new information about a potential sale opportunity from where we can have is you'll simply Arabic as a contact and have some information about her opportunity, which is training on social media tools. And that data then is mixed in together with information about companies that we have been doing business with for 20305000 years. And the only thing that may speak as special is that she's newer and that there's a less information about her. Microsoft and EMI CRM leads feature is a holding tank. It rarely provide almost a firewall between the folks who are bringing potential new business and the rest of our customer relationship management system. We're not going to throw Rebecca are given or Tamar or Kim in with all of the existing business until we have actually checked them out a little bit. And this what the qualification process is. When we use our default sales process, Microsoft Dynamic CRM, and we qualify a lead. What we are doing is moving it inside the firewall. We're saying that we know enough about this lead. We have enough information about it to be able to move it inside and then working it as an opportunity. So let's see how this works. We have a lead from gobal, Canada. I'm going to click the open the lead. The first couple question that I'm ALS in a qualification stage, our bu we already have information about gobble, our organization, in our contact, our account. Because as you can imagine, if capital is already here or if her own position for coffee is already known to us. This is a huge leg up, huge indication that this is one of our folks and that's she qualified to be in conversation with us. So first, I want to know, is there an existing contact for cable? A number of ways I could go look. I could sell it the CRM data, but I'm simply going to click to enter. And I'm going to type her first name, which is fairly unique, and click the Search button. Now it says, no record farm, don't create an eureka yet. I want to look up more records. Remember, it knows it's looking for contexts. So now it's searching in all contexts for Kevin. And if she's there, I will be able to select her. And here she is, gobble at the rate of Forth Coffee.com. Same address. This looks great at it. Now let's look for for coffee. And there is for coffee. And account. We have Forth Coffee in belive you. This one is where capital is a primary contact. Looks good. So we have an existing contact, an existing account. If we wanted to learn more about the work that we have done in the past, I could open up Forth Coffee. It's always a good idea. And a member, there is a saber and down in that lower hand right corner. So you can save up your changes. Some of this information has already been filled out in this lead. Because information when I created it, that they were looking for a purchase sometime this year, that their budget was about a million and a half. The purchase process is important because I need to know whether capital gets to make this decision or committee and get to make this decision, or we don't know who make the decision. But this is an individual decision and that's been marked as completed. So the decision had been made and that kept us summary is for me to able to enter some additional information that could be in addition to the topic. This is information regarding or promotions. That's what we're supposed to send back. And this is coffee promotion for West Coast megacities in us, their school. There's my summary. That's everything I need. I am now ready to qualify this lead because based on the rules in our organization, if I have an existing contact, an existing account, and I have a timeframe, budget, and clarity about the purchase and decision-making process. I'm ready to qualify. So the top of the leaf screen, I'm going to click qualify. And the business logic is being loaded. And we have now moved to the second stage, which is to develop. And I have more information that I can provide. Now check it out. I have a different command bar at the top now. So we're not looking at qualification. In this qualification, we're looking at closing. We are looking at recalculation. We can still assign, we can delete. And now I have an opportunity rather than having a lead. So the lead that I had is gone. And I don't have an opportunity. And again, an opportunity that I still on. If we return to a leads, you will notice that there are only three because Gabrielle and her lead has not been qualified as an opportunity. One more thought, if I had a number of leads, I was ready to qualify. Perhaps in my organization, there is some kind of a phase gate system. That means that I don't get to simply choose to qualify a lead, that there's a review that incessantly first. And I might have all of these people already that have all been reviewed. And I'm now ready to qualify them all. Notice I can click, click, click, and then I can qualify all of them at the same time. I don't have to qualify leads one-by-one. And whether or not I do depend on my urbanization process. 39. Do not qualify a lead: The point of leads is actually not simple qualifying them, but not qualifying some pleads. For example, if an organization requires a timeline and a budget to qualify lead, then by definition and lead with these, not both a timeline and a budget will not be qualified. And there are two possibilities of what we can do with a lead that would don't qualify. We can it explicitly disqualify it? In which case it will be removed from our list of active leads. Or we can simply not choose to qualify it at this time. Make some notes about why we're not qualifying it and perhaps take some ongoing action with that lead to attempt to qualify it in the future. Let's see how this works. I'm going to click on Game. Abercrombie has records. We have seen this before. We have had some activities with Kim. We were supposed to have a meeting on the 15th and she wasn't there. I have tried to reach her, haven't heard from her since I have left a voicemail message and I'm not hearing anything. This is a great purchase timeframe next quarter, but there's no budget, no understanding of the purchase process right now. And so I don't want to qualify this lead. If i choose based on our own addition sales process, with it's qualified as lead. I will click and I would make a choice. And that choice is, are, I can't contact. And that's relatively true right now. If I had reached Kim and she said she's no longer interested, then I would choose to no longer interested. But I don't want to be a mind reader about this. So if I don't know, I should choose, cannot contact rather than choosing no longer interested. Loss. Simple means, we lost this lead. And then our competitors perhaps has picked up this lead and it's moving it along. Another possibility is that this lead had been canceled. That South rich video is no longer going to do this work. So if I choose to disqualify this lead, I'll choose one of these reasons. I would also put some information in the nodes because we are not leading this lead and we are not leading Kim. She's investing contact. That is an existing contact. For whatever reason, this particular lead isn't moving forward. And so I might make some notes about why that's the case. And if I choose to disqualify them, gimble, no longer be on that list. If, on the other hand, IS Jews to leave came here and got a new, then I could also write a note and the note that I might right, it's not able to qualify. Remember, I am the owner. So a lot of this is for me. So that in the future when it wonder what happened to this lead, I don't have to go do archaeology in Outlook or anywhere else. It's right here in Dynamic CRM. What was happening? And I am going to say Kim missed or meeting last week and no response since then to to call our email with a purchase timeline off next quarter. This can't be qualified at this time. There squid. Now, if I had something that they wanted to attach here, I could do that. Simply going to hang onto that. Now, if we wanted to maintain a relationship with this lead, one of the option would be to add it to a marketing list. Let's imagine that I have a potential lead, some enthusiasm. It makes sense to me that is, that in the future, we might be doing this work, but we're not going to do it now. And I don't want to follow up aggressively with this Portola lead because it's clear in terms of the purchase timeframe and the process and the budget, that that doesn't make a lot of science. But I don't want to lose track of this particular lead either. So I could choose Add to marketing list. We have two basic marketing list right now. And there could be other that was set up by the marketing department. That's beyond the scope of this course. But I'm going to choose a marketing list, for example, that trade show list, or potentially sellers or whatever the list is. I would like to add someone to. And I'm going to choose manage members at using lookup. Notice there are other methods to add members to list because often when we are working on a marketing a bin, we are adding a 100 or 1000 of names to the campaign. Not one. But in this particular case, we are going to use lookup to add one. And I'm going to look for Kim Abercrombie. And notice that I also have the ability to browse and find came, but I'm going to select came here. Make sure it's her. If I was clear about that, there's of course and we know that. So I'm going to select came and I have now added her to this particular marketing list. And there we go. So potentially sellers is now has one member and their skin. Adding someone to a marketing list is not solely an activity. Four, leads that kind of qualified. You can add your leads are opportunities to marketing list anytime you wish. But adding an OT and qualified lead to a marketing list is one way to continue to work with this lead in Dynamic CRM. And even through Kim has not been qualified. If we close her record, she and her lead will remain on this list of open leads. 40. Create and view opportunities: Opportunities are the height of the sales process in Microsoft Dynamic CRM, each opportunity represent a potential sale to a specific customer. Not our idea of a sales to somebody, but a sealed that is very, very specific. And because of that, when we put an opportunity, that opportunity is added to the sales pipeline. And a sales pipeline consists of nothing but opportunities. That sales pipeline is tracked and it's analyzed. And wonder sales team makes prediction about sales for the coming quarter, for the coming year. Those are the aggregation of the opportunities. Because we are tracking and analyzing information about opportunities, we can harvest a great deal of knowledge about ourselves, about our customers and their preference for our product. All because we were tracking information about sales opportunities. Remember that Microsoft Dynamics CRM is almost always customized. They're still core fields that sit at the center of opportunities. And most organizations will use these. First, we have topics that remember that most opportunities are created by qualifying elite. And that lead had a topic. That topic then is ported over to the opportunity. And so when we are creating leads, it's important that we have the topics that makes sense because they are going to stay with us for a long time. Next, we have customer information. And depending on how your organization views customers, this could be a contact or this could be an account. Each opportunity had a status. Initially, when it's created, that status is open. But as we take opportunity through the sales process, will eventually get to the point where either the opportunity has been lost or the opportunity is swan. Most organization opportunity have to have estimated revenues. If you don't have an estimated revenue and an estimated gross date, the lead would never have been qualified. But there are some organization which will allow opportunity where the revenue or the close date is not as setting, but Teslas. You. If your organization uses leads and if it requires, need qualification, most of your opportunities will be elites that have been qualified. But you can also create a new opportunity from scratch. Let's see how you do that. I am on a sales activity dashboard, and if I wish, I could create a new opportunity right here. I can also create a new opportunity by clicking the New button and choosing opportunity. I didn't get a new opportunity by choosing sales opportunities and cleaning the New button here. All of these do the same thing. And I want to get a new record for an opportunity from IGA box. So I simply want to make sure that giga box opportunities don't already exist. I could sort this ONE account and that would be one way to do this. And I could look for ego box. Perhaps next page. I could also search if I wanted to. You will notice no giga box. So we are great. I am going to get a new opportunity. And that topic is 3D printer. That count is giga box. And if this account doesn't exist and will be prompted to create it, we have information about the currency that's being used. The sales forecast probability. The CEO stage here is qualified as if I were qualifying a lead. Because even through I'm creating an opportunity, we still need that same qualifying information about a timeframe and budget and so on. So we will provide the some information here. I can add stack holders, which is one way to add context. And then if I have a product catalog that associate with Microsoft Dynamic CRM, one way to be able to add information is to add product line items. And we will return to that in a bit. Right now, I want to save this and add with leads by seemed that initial fields, the core fields for this record type. We have some other choices. Now, notice I have the ability to add a product line items that I don't have the ability to add before. So we have products. We have course, stockholders, sales team, and competitors. And echo the top. We have commands alluded opportunities. This is how you create a new opportunity from scratch in Microsoft Dynamics, CRM. 41. Converting an activity to opportunity: There's yet another way to do that. We can create a new opportunity, but don't need to qualify lead or memory into all information or even important permission using the import wizard. We can also promote an activity. You'll become an opportunity. This really makes sense. If you think about it. You're in a conversation and you are capturing that conversation and a series of meetings or phone calls or emails or tusks. When it comes time, then that you get the information that is, we are ready to move forward with an established Customer. And if your organization's business process allows, you can simply open that activity and converted to choices. We can convert it to an opportunity in the sales process. But if we are working in customer service, we could also take one of the activities in a conversation and convert it to a case. I will have to convert this. However, do an opportunity this data second. And we're going to see an opportunity form open so that we can enter that acquired information and some of the optional. But really nice to have information about opportunities. The very first field of information that you are going to see actually asked about elite. And you have to imagine that you had elite. This is not the topic. This is actually the person where the customer is South video. We will look up more records and find it. Here will go south rage video, which I can then add currency. If there are rated marketing campaign. No. Do I want to open this new opportunity? Yes. Do we want to change the task status now worth that dust status? It's the activity that we begin with. Do I then want to take this activity, close it and mark it as complete? It's yes, no cover. If I say now, I really don't need to because I need to make some more nodes. Then don't mark it as complete. Leave it open. I'm actually done with this. Then record a closed campaign response. And that is no because I'm not closing a marketing campaign. I don't have a related campaign, so I don't have a response to close. Let's continue. We will wait briefly while this activity is converted to a new opportunity. Here we go. Remember that the name of this wasp project, requirements and budget that well, the information that was in the activity, there's information that was in activity. Hey, here is the additional information that it provided. If you want to change the topic name, I can do that. While this might have been a good name for the activity, if it's not a good enough name for the project. This is actually a conversation about solar project requirements gathering because we already have the budget information now that Qin was going to provide and some of the other information that we wanted to have. We have completed identifying the decision-maker. All of this is good. We are in great shape. I can click to add more information here and identify that contact. But note that my activity on the project requirement and budget is right here. This is now listed as an opportunity. So I can not only work on the qualifier stage, but I can work on the other stage as well. This is not and was never lead. It went directly from being an activity to being an opportunity. The challenge here is to make sure that I am entering all of the information that I'm going to need to continue to move this forward. I know how projecting those seals pipeline. So it becomes important that a fill in the estimated budget right away, for example. And the purchase timeframe. If I have stakeholders or I need help from other members of my team that I'm filling in these other areas, the four clusters, for example, 87 thousand. I can say that I would like to add to the forecast. I can provide other information, probability information, and other fields that are appropriate. When I'm all done, I have unsaved changes. I can either wait for the auto save or I can click Save to save them. I can written. And for example, to my activities. Noticed that my appointment, this activity that was about project requirements and budget, used to be the guiding a person. Hit the icon for regarding a contact February sue. It could have been regarding an account, but this is actually now an activity related to an opportunity. 42. Developing an opportunity: In Microsoft Dynamic CRM, that voltage is actually the second stage of horses process. Motivate, don't qualify leads. This is the beginning of your process. And we will work extensively with our customer in this stage. And what we're developing is we are developing expertise and helping a set of information and helping our relationship with this particular customer account. We want to really understand and prop that customer need so that we can propose a solution that is going to meet that need. We want to know who the stakeholder are so that once we have a solution, we know who needs to review it. And we want to identify, if we can, who our competitors are. Who else is the customer turning to? Turn to for information to try to address this need. Let's go take a look at one of our open opportunities. I have got a nice list. And the opportunity that they want to work with right now, because it's an opportunity that has some challenges, is the opportunity to replace all the desktop at Adventure Works. So I'll click this hyperlink to open the opportunity. It almost feeds, return it. But we are opening an open opportunity. But you know what I mean? This leads still show us being in the qualifies date. So let's now move to the developed states. And notice that we have the ability first to ensure that the information we already have is correct. There's an estimated closed date here of eight clashed 3-1. And that's not actually going to be the close date. We have had a phone call with Adrian. And I'm just going to note that adding indicate that this project will not close until after Labor Day. Cool. So we have a phone call and I cannot change or estimated closed date. And the earliest that would be then would be the sixth of September. Fifth summary, replace all the desktop. The currency. That probability. And we will begin filling out more information about the customer need. Some of it will capture by simply entering it. Information here for customer need and proposed solutions. But we also have the ability to capture information and nodes and this a great place to put in cell the information. Notice also that we have the current situation. We can document. And there's important was the problem now. And the problem that they are having an adventure work is the last large desktop purchase was in 2011. So aging technology is the real problem. Cost of ownership is arising due to repairs and Arians would like to simply do a total replacement, reboot of the desktop and software. Cool. So the customer need, there's a part of the story. But what the customer really needs is that they need technology that works and supports their business. Upgraded, including training that is quick, accessible and the least intuition possible. And as I continue to learn, information are added here. If I have identified other stakeholders and I have, we can add them here. I didn't need to check it with rayon brick. That's his process. O areas to the list. And if I wanted to add some expertise to my sales team, we'll do that here. And the folks who I will be choosing would be employees from my organization, like Rob Molina. We don't yet know who our competitors are. But when we do, we can add them. And we can collect information about our competitors by adding them to the account placed. As they begin to flesh out our proposed solution, I will intermission here. And so I can start to into some piece of information here if I wish, if I know a few things. So we need printers at all seven locations. We need to do up faced but quick rollout of tack with training at the same time as delivery and testing, all it. So these are things that we know. If I think we have all the stack holders identified here, I can say we're done. And I'm going to mark this as complete. And we haven't finished our competitors, but we can continue to get information about that. The last thing I will do then, whenever I'm working in a particular stages, I'm gonna go back and make sure that the information that I have fairs and still seem reasonable. So they're still paying for this in dollars. That works. It feels to me that our chances have gone up. We are not at a fifth anymore. We're probably at a third. And so same information, then it's moved to right here. And as I'm conducting activities during the stage and all stages, I'm going to continue to add information here. This is where I want to drag my activities with Add-in. And my activities rarely went to this opportunity. And all of this information has been collected. And I'm really in a position where I'm ready to create a proposal. Is time for us. 43. Working on Propose: With a thorough understanding of your customer needs, you are now ready to move into propose phase. During the proposed phase, you will be creating a proposal. But you begin first by finalizing the sales team. And then you create the proposal with your team. The proposer for a small tail might simply be a coat. And I will show you how to create a code. But typically, a proposal is more than debt. Quotes. Answer the question of what will it cost me? Whereas proposals answer the question of how can you best help solve a problem that I'm having? So proposal have a lot more value add. And you might also have a discount that is part of the proposal. Normally, there's an internal review for proposal and in some organization also for proposal, net of discount. And there are a couple of document that will be helpful for you to create a template for a proposal summary that's useful for the internal review to make sure that their proposal has captured opportunity in a way that you want to insure a date. And then finally, with their proposal done and have been reviewed, you are going to present that proposal. This will obviously include an activity because many muddy. For even the smallest opportunity, you are going to be sending an email or making a phone call. But you'll be creating a presentation and presenting to an entire committee or entire organization. These are the thing you will be doing with your team during their proposed phase. Let us see how this looks in Dynamic CRM. So we're ready to enter the Proposed Stage. Let's switch here. Because this is used for internal reporting, including the sales pipeline. Notice that the activity that we undertake in this particular stage includes identifying the sales team. I already have put rob Molyneux on my team. If he's the only person I need, I'm done and can mark this as complete. And in the same way, I would mark off this that check-off list. We have developed a proposal. We have completed that intelligent view. We have presented the proposal and we have a discount. Now, if there is no discount being offered, there would be a good manager approval section for the discount. So initially this will start at 0. But if during the act of final negotiation, I need to offer a discount, perhaps a 3% discount. Then if the discount is a large discount within our business rules, however, large is defined at what's some level i required to get a manager discount for something that is above my pay grade, so to speak. But for small discounts, I'm authorized to offer those on my own. Again, all of these other business rules for the default sales process, that sales process for your organization might differ from this. Our goal in this phase is to complete that team, completed the proposal, have it reviewed and successfully deliver and communicate that proposal to a customer? 44. Creating a Quote: One of the tools in this stage is that quote, patient system. If you scroll down, you will see it. It begins with this selection product line items. And these are potential items that we might want to include a quote or proposal. The don't have to be the items that we certainly are going to include. You could think of this initially as brainstorming. And so you would pull in different atoms. You have columns here. And if you need to adjust them to be able to better view, Adams is enough to do. And notice that we have some simple math going on here, where the price per unit being multiplied by the quantity. And on the other side of this, we have an opportunity line item and a place for some sedition which are text. Now, our CRM system is tied to a product catalog. So many of the thing that we might want to include would come out of nowhere. Product catalog. To enter an item from the product catalog, you can choose existing product after you have the plus sign here. If you have a need for a product or even services that are not included in the catalog. And you need to write them in, then you would choose upright in product. So we don't have fraying catalog, but we are going to include some training. And these are going to be turning days. And the price per unit is going to be $1800. And we are going to put in 24 days of training. There we go. So there's hall. You include a writing item and to include an existing product from the catalog. Choose existing product. And now we're going to search for it. Now to see the entire catalog, click Search. And it will begin up the first ten reserves and then you can keep looking. But we have a need for some painters. So I'm going to enter printers and lookup more records. Looking for price list items. I'm going to search all product price list. And it looked like I don't have printers here. That's great. That means I will be writing in printers as well and say 350. And we will need ten printers. So I know we have a scanner. There we go. There's our digitizer desktop scanner. Notice it comes in with a proposed price and the quantity on this for need. Two of them. Particularly early in my exploration of this proposal, I'll be adding atoms and I might add to different variations. I might be including, for example, two laptops, a 100 of each When we are only going to sell a 100 laptops to begin with. Because I'm offering two alternatives by adding all of the product that the customer want to see. It created a large code, but it also provide much more information. So this is how I add product. If we scroll down and you'll notice that there is 10% discount, that's where it hasn't been approved. If I have some Fred, I could add it in here. But we have a really big sale here potentially. No, I would like to create a code. I want to make sure everything is saved. So I am going to double-check and make sure that I don't have outstanding items. And then I'm going to click the plus new button. And this a quote or replacing all desktop. And notice all of the product are here. All of the information. I can add some description if I wish. That this is our draft quote. Alternatives for customer consideration does not include wireless or cellular. I don't have any activities about this coat yet. I'm simply getting it right now. And if I wish, I can set an effective date for this code. I can say that this code is available from the 22nd of August for a period of two weeks until the fifth, but that will be a holiday. So I'm gonna say the six would be my effective and date. So let's go back and do that again. From the 22nd of August, it will be delivered by then to the sixth of September. There's other information that I can provide. I have built to address shipped to address. And I have that information already recorded for this account or for this particular customer. I can look up the address and find the bill to address or ship to dress in my CRM system. I don't need to enter that manually if you already have it. Looking over across the command bar from here, when I'm ready to say this quote is no longer a draft. And depending on our sales process, either I'm going to share it with our customer next, or the customer has given me feedback and we have come to terms on what this court should be. And my next step is turning this into an order. In either case, there'll be a time that you need to activate a coat and you must do it before you can turn this into an order. So there's the activate Quote button is for the command for print quotes and this particular quote to male much in Microsoft Word. And when you choose print quote, you can, for example, choose an organizational mail merge template. There is only one that I have or I could be creating and sim my own mail merge template desk waiting. You have the ability, once you have chosen our template, to select the data fields that you will be using for your mail merge. And you can choose our epic type to be able to do that. We have CO2 data fields selected here. And when you're all done, you click download. And it will download a template that you can run as a mail merge. They get product but allow us to import a product list from the opportunity. Use assigned to assign this work to someone else in your organization. And you will no longer be the honor. Assigning changes the assignment. If I wish to simply have other people work with this particular code, like Rob and others. I can add a user or our team and give them whatever permissions I then wish to provide. So I'm going to select and add drop. And I would like him not just to be able to read, but to be able to write and to append and to share this with others. I can email a link to this to someone else in my organization. Remember that they have to have appropriate permissions or they won't be able to see it. And then other choices that I have included accessing a particular word template. And if you have a Word template that are part of your organization process here, you would find them on this drop down. It might be that I need to move from this process to another. There may be other sales process that I need to be able to switch from the concious process. And if so, click Switch process. And it will show you a new process that you can then select and move to. So if there are auxiliary processes or sub processes in your organization, and that is how you will switch to them. This is the work of the proposed stage to build code. When you're all done, simply make sure that you save them. Since this is now saved, I'm going to return to my opportunity. And if I scroll down, you will notice that I have a quote. And this some information that's been provided about this quote. It says, this is not within the customer budget and it exceeds it. So is it competitive? No. Quotes. It's not within the budget. Is it profitable? Well, yeah. Highly profitable. And the reason it's not within the measured is the estimated budget is 2216 or 2 billion. And here we're up by another 15 to 20%. So I'll either need to have a conversation with admin about the budget or I'll need to make some modifications to the code. Perhaps discount or perhaps changed the items that we are including in our proposal. 45. Printing or summarizing an opportunity: The only way, you know, Dynamic CRM has browser-based Print functionality. So if I would like to print something like this opportunity, I can click the gear and choose Print Preview. And I will get a print job that will look like this, and it will print in color with all the icons. This is pretty much what you see is what your get printing. It will have the URL at the bottom of the page, because that's how it works in a browser. And this is good enough for the work that I'm doing while I'm capturing information and working on generating a proposal. This is not necessarily what I would like to create for our report or what I would like to hand to a customer. For that, we will surely be using tablets. And let me show you an example of one of these. If I'm looking at an opportunity and I go to Word templates, one of the built-in tablets is called an opportunities summary. And if I click, it will generate my tablet and it will generate it in Microsoft Word. It downloads. So I'm asked to save this. If I wish to open it. If I save this, I can save it in one derive. I can save it in SharePoint. And it's actually nice when I'm working on document to save them all. In the simplest, if it's for the same opportunity or the same lead. If, if I would like to point to a specific SharePoint library where I want to save information and tie that to this particular opportunity. I can click that down arrow next to the name of the opportunity here and choose document and specify a SharePoint folder. And that would be a URL. And I can give it a name. Both SharePoint and OneDrive, make good partners for Microsoft Dynamic CRM Online. In particular, you will have another process for where you are going to store document either on-premises or online. But I would like to simply open this to show you what this nebulous look like. Now that we know that you can specify safe locations. This again, is the opportunity some document as opposed to a browser-based print preview or a print out of what I have in this opportunity onscreen. Hey, so what sales opportunity? And I'm going to enable editing slick. Much better looking. Notice that I have areas where I can enter information. This entire document is open to editing for me. So if you've wanted, for example, to ensure that all of these were right justified. Notice I can do that. I have access to all of the formatting that I might need. When I'm all done. I can print this document right here from Microsoft Word and I can save it as well. Remember that if you intend to save this document, it's best if all the document for this opportunity are saved in one location, in the same folder or the same library. You don't necessarily need to save this. But he really, if you are only using it for internal conversation at this point in time, because you can originary this at anytime in just a couple of leaks from Microsoft Dynamics, CRM. 46. Complete the closing stage: The closing stage is the last stage in the sales process. We have qualified a lead. We have learnt everything we could to develop a great proposal. And we have presented it to the customer. And now its decision time. We move it into the clothing stage with these activities. First, based on feedback for a draft proposal, or perhaps only feedback from internal review. Depending on your project, you are going to prepare the final proposal and present the final proposal. We are going to verify what the decision date is. When would you know whether or not you have on this business? Then, depending on the closing activity for your organization, you may be creating an order or creating an invoice. Or you must simply, by closing this opportunity and marking it as one are lost. And if it's not as bone, it's someone else job then to create the order or generate the invoice regardless of whether you want are lost or business. The process that's outlined by default in Dynamic CRM has you're sending a thank you, which is always a good thing anyway, and filling our debrief about this particular opportunity so that you are contributing to the lessons learned and best practices in your organization. Let's go see how we will do this in Dynamic CRM. First, let's change our stage too close. And we have a couple of things that we need to check on. First, we have a confirmed decision date, had a conversation with admin, and it will be a decision that will be made by the fourth, not a business day, but still a day they choose. While we are not simply going to print a quote and held it to the customer. We're using the coding system to help us narrow down the proposal so we can get it closer to the figure that we are given by Adventure Works. So what I would like to do is open up our original quote. And before we can do anything else with this code, we need to activate it. And notice that when we activate it, it converts to a read-only quote. Now, I would like to do is say, this quote, Isn't that quote We are going to use anymore? We're going to close it. And the reason is that we were revising it. And so we are going to say tapping based on customer feedback. This quote need to be trimmed by about $50. Now, if I don't want to create a device code, Another way that I can do this is to create a new coat. And if I do that, I could say, don't provide this quote, but I am going to say create a revised code right now. So my original quote, it's not going to be lost. It's still exist. But this is a new code. I know it's not the same one because this one has not yet been activated. And now I can go into this code and make some modification. So one of the modification is to swap out some of the more expensive laptop for less expensive laptop. I remember that you have the ability to modify a column size here, just as you would in Excel. So we're going to take 750 laptops and we're only going to have a 100 of them. And then here we will have 1150 laptops. And that's going to drop our amount quite a bit. We're also going to have fewer desktop because the people who have laptops don't all also need desktop. So the agreement is that we need 3750 desktop. And I know this because this is a conversation that I have documented with Erin. Now we have a lower total amount and a total amount that is within their budget. I can also add other information to the court. Again, shipping, payment frayed. I can grab addresses by looking them up. I can print this, I can assign this. I can go get more products. But I'm happy with what I have right now. I'm going to activate this code. And that's looked good. Closing in warps yet a few more task and we will take those on the next two movies. 47. Create an order and mark it as won or lost: Now we wait we wait until the effective date to hear from the customer. Do when this business or not. If we win the US business, then the next step depends, again on your own edition sales process. But one choice is to create an order. Another might be to create an invoice. I'm going to click create order. And notice the reason is we want there's no other reason. And the date that this is O1 is on the 21st. And we can close the opportunity. It won't quite Let us, but we try. And the actual revenue is, and I can type a number in, or I can say actually, what's in the code is correct. Let's click. Okay. Here's our order. It is an active order and knew he's a seas information. Here's a code, and here's the customer. Because we work in sales, we must create a noise or have something to do with partial fulfillment. What the order. But typically these activities maybe being done by somebody else. Notice there's also the ability to cancel this order if we wish. And at this point, it may be that what I do now is I assign the ownership of these order to someone else. All of these possibilities are dependent upon the sales process in your organization. I'm going to close this. Here we have a code. This is marked as phone. And that was the outcome because we choose to have the order close the opportunity. Let's go back to sales and go back to RCS opportunities. So what happened? If we don't win an order, for example, is another opportunity that were did not win. We persuade it somewhat, but this was something that was lost. So we can make this as close as lost. And the status reason that can be either that this was canceled, this opportunity never actually happen. The bio change their mind. There isn't a budget. Whatever the reason the order didn't happen or someone else won this business. In that case, we were outsold. And if we know that, that we can mark what tax revenue was. When we were outsold. What was the winning bid? What was our closed state? Who are the competitor? And we can enter description. And we should enter all of this information. Because if we were constantly being outsold by the same competitor, dash important information in our system. If we are consistently being outsold by everyone, that's critical information was sealed system. So we will fill out as much information as we can. And when we're ready then to close this opportunity as lot will similarly, okay. And that opportunity that is processed and lost. And notice that whether an opportunity was born are lost. It is not marked as read only. And we can no longer modify it. We need to change it. We actually have to reopen it. And we can reopen an opportunity in the same way. We can also reopen a quote that we had made inactive. And when we reopen and opportunity are quote or any other item that we're closed. It's really good to look very much the same as I did before we choose to close it. I'm now going to return back to my list of opportunities. And one more thing to note on our whereby, I go here a lot. So I'm going to spin this wheel to the top of my list. That is one of my frequently used items. I also frequently used my activities and those are nice to have there. While I'm working on a particular opportunity or a particular order for the matter. It's nice to have the pinned on to the top of my list. I'm going to remove while blue airline, but I'm going to continue working on the 3D printers here. So I'll pin this to the top. As easy as it is to pin and unpin. Take advantage of the system rather than spending time trying to sort through visually and find the particular view record that you are looking for. So back to my open opportunities and with some order moan and 1-order lost, I can now focus again on moving this opportunity through the sales pipeline so that I can build relationship with customers, provide solutions to their problems and revenue for my organization. How do I decide what I should work on next? For that, let's go to a movie. In this session, I'll meet you there. 48. View reports in Dynamics 365 and Excel: There are several ways you can view opportunities. Remember that you have a dropdown here that would let you know at your opportunities, lost opportunities. In other words, the ones we just marked as not having been born, opportunities that are closing in the next month. Which is nice to know, what do we have happening. Because if we don't jump on this soon and they are hours, we will have a problem with that. One of them is right here. You can create your own personal view of opportunity is closing in the next quarter. And these are opportunities that you have something to do that like you or a team member, even though they are not yours. And then again, we have my open opportunities. So a variety of views that you can use and the ability to create customize view for your opportunities. You will notice that I have a choice to run a report or selected records. But the weird thing is, as soon as I select some, then this drop don't actually goes away and moves over here to the manual to run report on selected records. So if we wanted to look at the sales pipeline or activities that had to do with these perturbed it occurs. So I could see where I was. I'm going to say show me the records on all the page in the current view versus the selected records. Because all pages would be if I had seven pages, I could see them all, but I can create a report that will show me the activities that I have created that are related to this particular records. So this let me see how we are in touch with people. Are we engaged in task? We're making phone calls, or we closing opportunities? What are we doing with our time? And this is the owner and then the activity type. So a number of different reports that are available to you as well. But there's actually an item in here that I like a great deal with nothing selected. There's an Excel template for pipeline management that the reason I like it is it's very useful to me. So if I go to the pipeline management, I can either download this r, I can just open it in Excel Online. And this isn't an other report. But what made the support different is that it opens in Excel. So here we are in Excel Online. This show me the opportunities that are closing. So if we want to see the estimated closed date, they are Theatre. I have win, loss by quarter, haven't had many wins or losses opportunity created by month. But this table here is what I'm looking for, because what it says here are the top opportunity by expected revenue. So if I would like to see where I could be spending my time, this gives me information about what they will close about the source of this particular opportunity when it was created, what the estimated revenue is, and these are in the order of estimated revenue. So if I would like to know where I should be in focus or most naturally focus. Now notice many of them are waiting for qualification. So i would be well advised to spend a day soon qualifying Some of the leads if I could and if I cannot qualify, lead am at top opportunities is getting filled with unqualified deed. It might make more sense to actually close some of these leads because I can always open them later if we need to deactivate them. When I'm done, I can intend to the CRM list or if a wish, I had the ability to download a copy of this to my computer or to save a copy online. If I would like to have a snapshot of how this those today, I'm simply going to say OK and discard my change is all I wanted to do was see it online. That important templates have been decide whether I should focus next in opportunities. It Microsoft Dynamics, CRM. 49. Dynamics 365 sales Overview: Welcome to Microsoft and m 365 for CST. This course show you how to manual contexts and cracked up through the sales lifecycle. That crippled with CRM systems is that they require data to be active. This course is all about showing you the best way to measure contents and the fastest way to find the information you need to close motifs. My name is Ahmed and I had been a Business Analyst for the past three years. I have worked with product sales and marketing departments as well as retail chains, teaching them how to use Microsoft and MC or M, two in peace traffic and creates loyal customers. In this course, I'm going to show you how to import. Let's explore data to Excel for analysis and create a custom email template. You will learn how to optimize your contents by fitting the hierarchy of accounts and lend valuable monitoring tricks to quickly see what's new for you to follow up on. In this highly competitive line of work, we are all striving to find more customers into a sales pipeline. To do that, we're going to need to know as much as we can about our CRM systems. So let's get started. 50. What you should know?: This course, assume that you have a dynamics license. So everything I do in this course is with dynamics 365 plan one, enterprise edition license. So there's couple of rules that you can be assigned. You'll see that I am a Global Administrator, but I have also called someone's setup as a Service Administrator. So notice that they are just the dynamically 65 Service Administrator. So I'm set up as an officer 65 global admin. So Dan is just set up as our dynamics admin. And then I have got Kim setup as a user. So she has no administrative access either with Office 365, orbit dynamics. So that's important for you to understand as far as permission school. So those are Office 365 permissions. There's three roles that you can have. Global admin, system admin, and user. Now, instead of dynamics 365, if you are a system admin, then you can come in and you can assign permissions inside of here. So I am a system administrator inside of academics T6, T5. If you want to know more about the default security rules, go out here to the MST, an article and it will let you know what everything is. So there's, here's manager, salesperson, and their corresponding roadmaps. So for example, you see that salesperson here. I can go to the security role and it will tell me what does salesperson can do. So probably worth a little bit of research if you are a dynamics 365 admin. But I'm assuming again in this course that you have already been assigned office 365 permissions and you have already been assigned dynamics permission. So assuming all their speed done, then when you go to Home dynamics.com and you login with your Office 365 account. If you don't have any apps here, just click the button and they should pop up. And final assumption is that you have the sales module. So I'm working off of a brand-new install. And yet I have all this really cool data. What's nice is that they give you some data. So again, system had been, would have to turn this on for you. But you can go into settings and then you can go into data management. And this is where you can turn on the sample data or you're gonna move the sample data. And so typically, we will use this when we're testing something out. If you're working off of a fresh install, you will need the cooperation of your Office 365 and at MIT 65 admins who get the license, roles, privileges, and sample data that you would need to click through this course with me. All right, we are ready. Let's get started. 51. What is dynamics 365 for sales?: An account is a collection of companies under that same period. So in B2B sales, you may have several clients and when a large corporate umbrella. So think of different locations, are departments with different budget approvals. So you see all of these here with the hierarchy symbol next to them. That means that we have set up some hierarchical relationships. So let's take a look at that. If I go into Adventure Works, that's apparent in this relationship. And see here how underneath at Windsor works, I have got Alpine sky house, Citi Power and Light. And there's an arrow underneath City Power and Light. And if I click on that, then I get to see go Ohio windy. Note that any of these mechanist says. But, you know, it's the idea here that this could also be one parent company, and these could be all with different locations. So I want to show you how to set up an account and then create a hierarchy. Let's go back and get a new account. I'm going to click New from the ako screen. Alright. First thing to notice is that you are automatically the owner of the account, which is great. That's good motivation for your sales people to create accounts because any children validate it. If they add him, there are already automatically considered. The honor let's give it an account name. So for this man, I'm going to use active transport, all primary contact. Now, this is a brand new contact. Watch. What's going to happen? I start typing in Rowland and I hit search or enter. And this is not the role n that I'm looking for. So I'm going to click on New and enter in a new contact. So the firstName is actually Roland, and the last name is going to be Robert. And you'd know at this point if things are required, people don't fill them out anyway. But we always hope that they at least give us an email or something. And I'll click Save. Now, you don't want to get caught into a loop of trying to assign an account name because we haven't created an account yet. So all you need is just like a name and a little bit of contact information. Hit save. Alright, now we have got an account name and a primary account. And again, you can add in all the other information that you have about them. Okay? So the first thing I want you to notice is that different address types. So again, benefits of grading and account is that all of these addresses will be stored. And so any subordinates, if that information is the same, that it would automatically populate. So it saves you a little bit of typing. All right. So I've got my address and now it's just a matter of looking through the rest of it. Just to see, again, you can always pull a description of their website, industry revenue. All of this information there's fantastic to have is just a matter of whether or not you get it right. Something else that becomes important when you create a new account is your relationship type. So our relationship type is customer. So our views on the homepage are based on the decision that we make here when we are creating a new account. So this is a customer. Okay? So notice that as a fright now, I don't have any context in this list because I haven't even saved it. Which means that even Roland hasn't been added yet. No race the save button. You can see it up there in the upper left hand corner, but it's also down here in the bottom right-hand corner. Click on that. And now we will go back to accounts. Just click on accounts up at the top. And now I have got active transport. Now, if we wanted to add active transport to an existing hierarchy, I could have just done this, manipulated that count. But I just want to show you for your existing things here that here's where that happens. Parent account. So not really rocket size, right? Adventure Works. We will hit Enter. We will get our adventure works. We'll click save and see how you don't see, see you up there anymore. It's not brand new. That's why I show you the save icon down here. Okay, go back. And now we should see the little hierarchy icon next to it. Hey, there it is. So if we start at the hierarchy are for active transport, then we will get to see that we are on the same level with alpine city and adventure works. So not that, you know, seal is a high turnover business or anything, but it is nice to know that if you did lose a salesperson, I mean, notice the honor here. Like and the honor of Adventure Works. I'm the honor of active transport and I'm not enough city power at light. If I were to, you know, be pumped, it would win the lottery or whatever. And a new salesperson, k-mean, whoever they put in. At the top level side, it would cascade down. And it plays where if my name inside of the hierarchy, it is the same thing for primary contacts. So if you showed up primary cortex within the hierarchy, if you change it up at the pin side, it will cascade down through all of the other places where it finds that honored him. And other benefits of getting an account is that you can't accidentally delete something that has leads or opportunities would actually do it. So like right now, I could lead active transport. This nothing associated with it. But as soon as I input our lead or an opportunity, if I tried to treat acute transport or even Adventure Works, It would not. Let me delete it because it has leaves and opportunities assigned to it, which is fantastic. So just another little buffer to make sure that people aren't accidentally deleting things if you haven't already done so. Start entering accounts is to know just contexts. It minimizes that is, that more than one sales person is engaging with us, him, customer. And it gives you some productivity gains by auto populating addresses and primary contexts, anonymous. 52. Creating a new account in Dynamics 365 online: If you are a B2C business swap business-to-consumer, then you probably live and die about contexts as opposed to account. So I'm going to show you how to create a new contact, but then I'm going to try to steer you into accounts afterwards. So maybe for a reason that you haven't thought about. Let's go ahead and just click the Quick Create button up here at the top. Just click on the plus sign. And this is all the stuff you can create. We'll go to contact. And I'm just going put in Alex's frog. And of course, I have no other information. Someone at example.com. We'll click on Save. So notice again that whoever appears that contact is the honor. So alexis phi belongs to me. And since we are dealing with an out-of-the-box instance or a fresh install. We haven't done any customization on that contact form. So your organization may have some other fields that they have. And it's all based on what they might be doing as far as our marketing campaign goes. But if you are dealing with an out-of-the-box install alum, I want to introduce you to this concept of grading accounts for your B2C customers that would capture demographics. So for example, you saw what I just did. And it's totally typical of what assail person's going to do. They're going to open something up. And if nothing is required, then they are going to just enter in what they have to enter in, and then they're going to close out. So see this personal information here. Birthday, anniversary. Even something as simple as men and women are an age group. You know, depending on what your marketing opinions are, good words. What, what I have done here, instead of pi account, I'm going to start it. I had been in an account for human. Look at this. And the idea here is that even within B to C, I can use accounts. That parental hierarchy to capture all of the accounts that I know are women. Look at that. See. So even inside B2C, I want you to consider, I know that you are using cortex, but I do want you to consider the whole using the Gauss could benefit you. It's a way that you can have your sales people enter in demographic information for you just by putting them in the right account. So when you create a new contact, you can add them to an account name. It's just something to think about. Again, I know with B2C businesses, you typically only deal with contacts. But I just wanted to give you something to think about as for how you could still use accounts to your benefit. 53. Bulk update records: So let's say that you just imported a bunch of contexts and you need to update the company name or the account name. Or even though salesperson way symbol super, super easy to do, you just check, check, check over here on the left-hand side. Check, check, check, and click edit up at the top. So you can change the account name and it's adventure and see how it probably is the company name. And if you click on the header up here, this is where you can update the honor. Just like that, click change. So remember, we are looking for Rommel, Halley, and Johnny. So if we go back into my accounts and I click on Adventure Works, scroll down. So dynamics make it real easy to bulk update contexts. You just check em down the side and click Edit at the top. 54. Keeping an eye on competitors: Unless you have got a monopoly in your industry, you have competitors. And they want to make sure that we'll see is just like creating an account or a contact. But they want you to see the value of inputting a competitor. Click on competitors, click on new. And we are going to add in wine industries. And we will type in the website. And again, just like anything else, you're going to add more things. But this is what we are trying to get, is this opportunity down here at the bottom. Let's save and close. And let me show you an existing competitor. Click on this carter electronics, assemble and scroll all the way down to the bottom. So if you have a competitor entered n, then when you go in and you do your leads and your opportunities, you can identify a competitor. And then you can come in into your competitor list and see all of the places where we're competing with his particular business. So again, the more information that you have, the better. But at that same time, it's just a fact. You can come in and you can keep a record of everything that you have got going on. All the different accounts and opportunities that you have around a particular competitor. We will win some, we lose some. But by seeing all of that information together, we can figure out why there are not. There's something like, I don't know, maybe we're just missing a size in our product line or something. Dynamics 365, how you keep your enemies close. 55. Customizing an entity: People love to customize dynamics. In fact, it's the number one reason why people adopt dynamics 365. So we want to show you, just give you a little taste of what that's going to look like. Notice here that I have an account number and it has 12345678 creditors in it. Now let's say that I wanted to I don't know, maybe change the number of vectors that I could enter in are probably more importantly that they want to make something required. So notice that red SDK next to account name. Let's say that I wanted to make the account number required as read. This particular activity requires you to have system administrative privileges in dynamics, T6, T5. But even if you don't have those been missions, I think it's important for you to know what's possible so that you know what to ask for. So somebody who has system administrator privileges would be able to start from that account page and then go do ellipses and click customize entity. So kind of mosquito screen here. You know, don't panic because we are in accounts when we started. It's already filters down to the authorities and the account over there on the left. And I'm going to click on Fields. And then I'm going to click on account number. And this is where I can change our maximum length. So in this case, I could make it smaller, but there's no need to. More importantly, it's a matter of meaning of field required. So in this case, I'm going to say business required, which will put a red asterisk next to it. From now on, your system admin would save and close the publish all customization. And now if it grows out of that and go to add a new account, hey, look at their account number. Now has a red asterisk next to it, because we have made it a required field. So use required fields sparingly. Remember, the more that we required, sometimes the less buy in you get to get that information in. But the truth is, is that if you required information for your marketing ambience or to build commissions, then this is how a system admin could go in and modify the entities so that you could have required fields. 56. Finding existing records: I am a searcher, not a browser. So I love all of the different ways that dynamics allow us to quickly find information. Let's start up here. On the top nav bar, right next to account. I'd get down on the down arrow and see all accounts that I recently viewed. So this was in all of your views. So if you are in accounts, if you are in leads, if you are in a contacts, you click on that Down arrow and see the ones that you have you recently. So also on your top nav IDA History button. So you can click on the History button and this is going to show you your recent views. So literally, any place that you have been in the CRM, you could go back to that view. And then you could also see your recent records. So lets compare that again. So if you click that down arrow here, you are going to see your Recently Viewed counts. Just like where you are. But to History button give you this overarching view of your views as well as your records. So you can jump around a little bit more. Okay? So there's also a different results depending on where you enter your search. So notice here, if it come down to search for records and a type in something like Ford. Here, I have just two things. It's just account names. So I typed in the search inside of my account wheel. And I only turn to accounts. But watch what happens when I actually click on the magnifying glass at the very top and it type in fourth. Now, I'm going to search all my dynamics data. So much more impressive. Right now, I'm getting my account, my leads by context. Look at what I have got over there on the left-hand side where I can filter by the owner of the account that time period of when it was modified and created. This is really impressive to me. And if anybody familiar with SharePoint, it's very similar to how the SharePoint enterprise searches URLS happen. But wait, there's more. Notice right now that are looking at relevant search. I want to pick that back to categorize search just so that you understand what's going to happen by default. Ok. This is cool and all by itself, let's be clear so that his categorize search, and it's going to filter it out. It's going to show you accounts, contacts, leads, opportunities in this way clear credibly. So again, let me show you relevant search. Whereas this one is going to grant you the ability to filter. On the left-hand side, no relevant search is disabled by default. So you will need to have a system admin to do it. But I want to show you just so that you can see if you go into your settings and then you go into administration and then system settings. And here on this channel tab, you will have to scroll down a little bit. But this way you can enable the relevant search by clicking on the check box. So if you like that element search, but it's not turned on for you. And how you would know that is that when you do a search form, that way Doppler search and you go into your results, you would not have the opportunity to toggle between early when surge and categorize search. All you have to do to find records in dynamics is to literally click icons on the title bar. Almost every one of them is some type of a search feature from the drop-down boxes to the magnifying glasses. If you want more information on how a system admin can configure their filters in relevant search. Then checkout this definite article. 57. Sorting and filtering records: By default, views are sorted by the first letter in the record. Soviet contacts. That means that the lists are sorted by first-name. When we're talking about sorting records, let us first start by clicking on the column names. See Hall, if I click on full limb, I can have it sort by descending order. Instead officer named border. Same thing with email, oil company name. For example, if we wanted to see all of my company names together, again, click it. Once. You get ascending Likud a second time, you would get ending. It just toggle off and on. So less mix and match this stuff a little bit is how I have got my active contacts will here. I can use a fuel that already, it is like literally my active contacts. And then I can use a column sort just by clicking on it to group all of my active contexts by their company. So if we wanted to do something fancy, like filters by a data range, I actually need to be in a view that has a did. And so let's move over into opportunities. Ok. Notice holder columns right now, the up arrows letting us know that it's being sorted by estimated clause it. But look at our filter over here on the right-hand side. What your column headings way closely. They are fixing to do our trick. Click on it once and see how you got dropped DOPS. I know you might have missed it even though I told you to watch it. Click on it one more time. See the goal of it. You click on it again. They come back. So now, not only do we have the ability to sort, but we're also able to come in and click the dropdown and filter by things like, oh, I don't know, this month, next month or last month. You can figure up by ear, et cetera. You can even create a custom filter or you're not sure what you are browsing for. Sorting and filtering allow you to explore your contacts and opportunities. You never know what new leads you will be inspired to follow. Just back looking around. 58. Using advanced search: When it comes to creating an advanced search, I like to start from the end of the maze. And what that mean is I want to make sure that I know what I'm searching for so that I know that I did that advanced search correctly. So let me just start with just a basic search for something like South ridge. And sure enough, I have got count that contain the word South rage in them. Or it lets go into Advanced Filter node. There's all the way up at the top. Click on Advanced Filter. For anyone who has every word in excess. Just seeing the word Curie is going to offer you comfort. But for the rest of us, This is Dr. Hank Green. So I'm going to walk you through in what we're going to do is we're going to create a new Curie. By default. It's going to select whatever you I was in. So I was in accounts. And so automatically it's defaulted to look for account. But you can click here and you can see that you can look in other modules as well. Okay? But for accounts, I'm just going to hit slack. And for the field, I'm going to choose address. Let's pick address, one city for example. And I'm going to say that it's going to equal Clinton. And I'm going to click Results. Hey, look at that Celtic video comes up. So let me move this over just so that you can see that sure enough. Salted video address on city clinton. And that's why we're only getting what is old for South Bridge. But what's great about an advanced find is that let's say that I was planning a trip to Clinton and I wanted to see if I had any other glands there. If we come into this advanced fine, you can save this view. So I can see that this is my clinton view. Maybe I do this trip quite a bit and hits IP. And then now it lives here underneath. See you. Now, advanced finds can get incredibly complex, but I wanted to show you how easy they really can't be. So you don't have to be complex if you don't want to. The benefits of a Safe Search is that they are curious that freedom each time you open them. So everytime you make that trip to Clinton, you could come in here. You could look at your saved wheels. You could click on Clinton. And you can see if you have any new accounts inside of your results. That means new reserves showed up automatically every time you run the Curie. 59. Modifying views in dynamics 365: You spend a lot of times in these views. But if you are constantly opening accounts just to see one field of information, like for a simple ownership or payment terms. Let me introduce you to the world of personal views. Click down on the arrow next to whatever wheel that you are currently in, and then click on Create personal view. Welcome to the Curie window. It's not going to be the last time you see this. Go on ahead and go to save you. And I will show you what I have already caught in here. So here's the one for Clinton. It's specifically set up so that I can see all my accounts in the city of Clinton. From here. Go on ahead and click, Edit columns, and click OK. Go to add columns. And in this particular case, I'm going to choose account number. And I'm going to choose literature. Dag, Hold on. Let me scroll all the way down and we will go ahead and choose payment terms. Click OK, click OK and hit results. And now see here that you have added these other columns, account number, which are apparently has something populated in and payment terms and relationships which we didn't have anything in for this particular examples. But this is how you would go in and add columns to views, to personal views that you have already caught. Now, if we wanted to create a new view based on these new columns, I would go back to the advanced fine. I will click Save As. And I'm going to name this, delete, me. Click save, close out of the advanced, fine. And now if I click down on my active accounts, hey, look at that. Or I didn't a Clinton IC and lead me. And of course it has my account number, my payment terms, and my relationship dag. So the columns that I just had to do it. Now, if we wanted this to be my default view, I would just click on the pin. So if I click on the little Push-pin than now, that would be the default view and I come into this Accounts list. So how do I lead our view now that I have told myself to delete it, believe it or not, to delete a few, you have to go back into a, create a view. So go ahead and click down on the down arrow. Go into Keita personal view. Go to your saved views. Click the checkbox next to it, lead me and click on the trash can. Confirm that you want to do that. You click Create, and now you would close out of that. I have just leading my default fuel. So this is something that I have noticed is that that treat stick around for a little while. So I suspect that there's some sort of a job there's running in the background, but it won't be there the next day. So just know that you have deleted it. Let me go ahead and met is my default view. I go into delete me. See rapid is unavailable, soap or somebody then in Office 365, it stays in there for a little bit, but it is diluted and it will cease to exist from your view. If you are an administrator, you can modify views for everybody. And how you do that is you actually go up to the ellipses and you click on system views. And because UN views and you come in here, it's already got views over there on the left. And then you click on something like active accounts for assemble. See how there's a public view. You deliberately connective accounts and let's say, for example, you wanted to change how those active accounts Socket. Maybe you wanted to see them by city. All you wanted to see them by their phone number or the primary contact instrument. So you would change the sort order here. You would click on our column for resemble and split it apart. So use these arrows to move it. If you wanted it to be in another location, you could add columns like we just did for our personal views. You could evenly more column from this bill. If you didn't want to something, you would hit save and close after you made those changes. And then save and close out of here. Modifying personal views is the best way to surface the information you wanted to see so that you can make decisions faster, even better if he were a system admin or you know, who your system admin is. And you can address changes to existing views. 60. My work and Whats'new: Probably the least often used screen in dynamics, I think should be everyone's favorite. And that's the, my work and watched new. I'm not sure how many people are really using that news fed and SharePoint, for example. But it's a very similar concept and time that you try to bring some social elements into your CRM system. So we do have the ability to come in and follow different clients are accounts and debt make the screen or this view much more relevant to. Let me show you how to do that. It's paused right here. I can lake or I can reply. But it doesn't mean a whole lot when I'm doing that with our system account, for example. So let's go on ahead. And let's go add in to follow an account and then to follow a user. So I'm going to go into my accounts will. And then I can check one or more of these. And then if I click on the ellipsis up at the top, then I can choose to follow this. I'll click OK. Not in order to find a person or a clique. That's a little trickier. I have to go into the advanced fine. So let me click on advanced fine. And I will look for users all the way down at the bottom. And just by choosing users, I can just click on the desserts. And then I can pick someone here or multiple people here. And we will see the follower and up at the top, click OK. And I can close out of this advanced fine. And now if I go back into my worsening reveal, so once you choose to follow accounts and people, then this star still fill out a little bit more. And then things like the like and you play makes more sense. Notice that you can also do new activities from this view, and you would create a new records from this view. So it just create a little shortcut. We'll know, I'll admit that it is a way more effective if you other colleagues are posting things. But even if you're the only one using it, you can still use this post here to add a reminder to yourself. So even as our proposal productivity tool, this is a great view for you to have. You can be falling people who can be falling accounts. And it will start creating reminders for yourself. 61. Adding a contact to a marketing list: I love to work conventions, booth and conferences. And what that means is, is that I end up with all these business cards. And sometimes I'm good about like writing down, you know, why I wanted to follow up with that person or that I wanted to send them something. If there's worse happening for you and you are going out to these quantities or these events, you're running back and you are adding those folks in as accounts and contacts. Instead of each one of those contexts, then you have the ability to add them to a marketing list. Notice that at the top on the ribbon. So if you click on the sales module of Epidemics, 365 accounts and contacts are there under customers and then underneath marketing, there's this thing called marketing list. So let's go ahead and go look at that. And I'm going to look at the campaign marketing list. They will go. Just because I want to be able to show you that a lot of these list right now don't have anybody in them. And you are probably starting from a blank installation. So you probably don't have any of them in here either. But here's the idea. The idea is, is that your marketing team is also using this or that you as a salesperson are quite hitting with larger marketing goats. So I hope getting video marketing list. I call it Annual Conference. And there's nobody in it. Let me show you how you can add your contacts into a marketing list. You could do it one at a time when you are adding in a contact. Or you can just create a marketing list. And all in bulk, which I think is a lot easier to click on the plus sign next with members and click Add using Looker. Notice that you are in the contact lookup view. And I can even click on Show Only my records. If you want to add all of your contacts to a list. So for example, if this was just a list of existing customer or current customers or my customers, you could click on the checkbox and it would add all of them. But we're probably going to only add in the people who actually attended in the conference. So to do that, you just hold your control key down and you clicked through the list. Much like you would in any sort of an Office Application. And click on select. When you are done. Confirm that those are the people you want to add. Click on Add. Now notice that there's no campaign associated with this list yet. But by populating these marketing list with your contexts, this is a great way for you to be ready for when you are marketing department is trying to put together a campaign. So again, if you look here, it's underneath marketing with some marketing list. And the idea is that you create campaigns and we use your existing contexts. Are these marketing lists to campaign to a particular event or demographic. Now the other nice thing is that it's not going to let us add the same contact twice and we do it this way. So for example, if I go out to jazz and I tried to add her to a marketing list. And I had her do candle conference and click add is going to go through and it's just going to say fine, whatever you edit it. But the truth is, is that if you come back out to that marketing list and you go to the annual conference came only in their parts. So it's still going to let you just add them just in case. And it's not going to give you an indication that they are not there. But it's not going to allow you to duplicate either. Which is a nice feature. In most cases, your marketing department is going to pull from your contact list or your company contact to create these audiences. But just to, you know, be nice to marketing. We will go up there and you could add your contexts yourself. Especially if you know that an initiative was coming up like a coupon or some sort of a marketing campaign around a giveaway or sweepstakes. And you want to make sure that your customer, what are part of that, then you could go out proactively making sure that your customers were added to that mailing list. 62. Qualifying leads: It's important to understand that in dynamics 365 for sales, that legion opportunities are separate from contracts and accounts. So let me repeat that. Legion opportunities and Adidas, here's column are different than contexts and account, particularly the leads list. So let's click on the leaves list real quick. And I were to look up somebody that he happened to know is already in here. I click on the way down here at the bottom and came up with Peter Austin. Now Peter is not associated with an existing account in the leads dist by Peter works for tailspin twice. So logic might say, oh, well, then if I go into my accounts and I click on tailspin twice, and I scroll down. He's not my primary contact, but no big deal, right? He's not even any kind of a contact. So i could even be looking at active contacts and I have got nothing for Peter. So let's talk about what the difference is here. Marketing could be out there, buying list for you. We'll be giving away free stuff if people fill out a contact form and there could be entering in contact under the leaves list. It means that they haven't talked to anybody. They haven't been qualified. So why is that important for you as a salesperson? This is your pipeline and it's great because you are able to go in. And if anybody from tailspin toy shows up, then you would be able to identify that. Now you will customize I've view or have an admin customized our view. So you can see the company. But we know it's feeder. So I'm going to go back here and click on b for Peter, and click on Peter Austin. I'm going to associate him with deals with twice. So click on existing account, type in, Dale, spin, hit, Enter, click on tailspin twice. Now he is still not going to show up under my tailspin twice account. And the reason is is because now he is in a sales lifecycle. Notice these things up at the top. Qualify, develop, propose, and close. This now is a lead that even too on it. Notice in the upper right-hand corner, I have made myself the honor. I have associated it with an existing account, but there's no relationship between lead and contacts. This is falling the sales lifecycle. So leads go through the sales lifecycle, contact and accounts while they can have a relationship with it leaves and the sales lifecycle are outside of the sales lifecycle. So this is a whole new level of or CRM. This is technically the whole reason we have our CRM is so that we can follow something to a lifecycle. So notice up at the top that I had the ability to qualify this lead now. So I found out. Peter form tailspin twice came to one of our events and they want to reach out and just see what's going on. So I go on ahead. I entered in what I know, and I go on ahead and I click qualifier in order to qualify this lead notice over on the left-hand side and the requalify. I'm going to need to identify a customer, need our proposed solution, and identify the stakeholders. O is all willing to come together. Now, customer need want to transition from monitors to touchscreen. And that proposed solution is seldom does screen. Not rocket science identify stakeholders. Now this is important because right now, if I scroll down, Peter Huston is a stake holder. This is going to be very important. So if you had a different primary contact or you had additional stakeholders by adding them to the stakeholder list. So you have started in a lead, you have qualified that lead, which is no notice up at the top, moving it into opportunity by adding them to stake holders. That is where it is going to pay it Peter, as a contact. Are you? I'm going to my that complete because I have already caught Peter in there. There's nobody else that they want to talk to. And now, if you, You'll notice that topic, that topic very important, my friends. Because this is what is going to be named forever inside of those sales lifecycle. So please pick a good name. Pick something that you're going to be able to alphabetize correctly. Maybe you even want to use some sort of a naming convention so that even sought him out. So, so Sharia, touchscreen from tail spin. So that topic really important. Trust me on that. Notice in the bottom right hand corner, you have unsaved changes. Let's go ahead and click on a teeny tiny little Save icon. And now if we go back into my contacts and I click on P, There, he is bitter Awesome. So Peter, awesome, show up as a contact because I added him as a stockholder in my leaves and opportunities, so on. It is somebody who is not yet a contact. The way that you make a lead, a quartet is you have to make them a stakeholder in an opportunity. So again, all above the series lifecycle, Peter Austin is now a qualified lead. Notice that underneath the status reason and if we go to the opportunity list, I'm going to go to, I'm going to click on S because I've filled this under Sharia for tailspin. Marketing jobs is to give us new leaves, right? But you got to know where those leads are at. So what does unit system allows you to do is separate the people that you have talked to, your contacts. What is the people that you haven't talked to? Your leads are your pipeline. So it's important to know that this list exists and that it is separate from accounts and contacts, and why it is separate from accounting contexts. Now that you know that you may decide to divide the list of our business cards that you have come back with from a confidence into people that you at least spoke to and wrote a nice little note about what you wanted to talk with them about again, versus the people that you look at, their names and their companies. And you can not remember for the life of you why you have their business card, make him a laid at him to a marketing list. 63. Sending a quote: You have Motley to a lead, you have qualified them, and you have identified an opportunity. Now it's time to develop a solution and ask for their business. I'm going to show you the product list. So if they come into collateral and click on products, this activity assumes that you have something entered into product li is to quote. So let me show you I have already added in a touchscreen account. Now, this course assumes that Ls salesperson, you already have products to sell. But if you need to create a product list, he's a great resource on how to do that from Microsoft. So we have a product to quote, No, let's go back into opportunities. Go into touchscreen for tailspin that I have created, and scroll down to the code section. Click the plus sign and notice that TidList is a requirement. Go on ahead. If you don't know the answer in dynamics, you can always just click in the search box and hit Enter. And it will give you your choices. In this particular case, I'm just using the standard price list that we have for the company. For products. Go on ahead and click the plus sign and I'm choosing. But do you see you could work around that by just clicking on a writing project. And I'm going to type in touchscreen, Glickman touchscreen. And at this point, I could tap in to that to change the quantity, for example. So I could type in ten and hit Save down at the bottom. Put chain that shipping method to maybe they are just going to go ahead and come and get it. So I'll going to choose will call choose everyone option, fair terms, cetera. And then if there was a bill to address her, assemble, and when you go, it's ready to send to your customer. Choose activate quote up at the top. Notice the read-only part at the bottom. That means this opportunity has moved onto the next phase. But at this point, you are probably not going to access it from the opportunity list. Because look up at the top of your screen where it says quotes, it has moved to the next phase. So now even through you could find it in opportunities, is move on to the next phase of its life cycle. And there it is, inside of my quotes. If I click on it, fair? Notice that I will create an order from this quote. So this is something that is relevant. It's in a lifecycle now and we want to continue moving it to its process. 64. Inserting an activity: If you have ever picked up and it does his personal account, then you know how important it is to track as many touch points with the client as possible. You also know that in backed off remembering something personal, you might have talked about the person like, I don't know, obligation that they were having or some sort of rewards that their kid was getting. Let me show you how to be an activity inside of an account and opportunity anywhere. It doesn't matter. You click on in this case, an opportunity. Since that the chapter that we are in. And right here in the middle, this really you can add a post. So for example, you would type in some sort of a node that you want it. Or you can follow the posts that are happening with account. You can click on activities and you can add a phone call. So maybe you call them up. And this top part, it just a blank text field. And you're saying that who left a voicemail confirming that they received a cold and you click OK. You can also add a task that says attend board meeting, for example. And you can set a due date for that as well. So post and activities and even a node, just remind yourself about something that you have in common with them. Back to activities. I think it's important to note that at this point, I could send an email from here and it would go through this dynamics 365 interface. But an admin can also push that dynamics 365 for Outlook to your user account by the office 365 portal. So they would to be an office CCR5 admin to do that for you. If you are still using Outlook on-premises, meaning that you can use declined, then maybe you want to download that outlook, Adam. So let me give you the URL for that. Here's a link to download that Outlook add-in. If you're using, they'll look line for your computer. Remembering a buddy or asking how dedication was. These are great conversation starters. Dynamics 365 allow you to drag phone goals and activities within an account or an opportunity. And all of that is visible in your washed new view. It's even better if you integrate this dust and appointment within Outlook. 65. Closing an opportunity: Win or lose, you need to close your opportunities to take advantage of the reporting feature in dynamics 365. So from a code, you can create an order and lose an opportunity while you're going through the court from this screen. If I click on close a quote, it's assuming that it was lost are cancelled. So I'm going to cancel out of that. I'm going to assume that I have on this. So I need to create an order. Order is a win, close is a loss. And in this particular case, that didn't make any changes to the invoice. So I'm just going to say that they've wanted on today's. And it's calculated from the quote. And I'm going to close the opportunity. Click OK. All right? No. The other way this happens is if you go into your opportunities and you click on and opportunity. Then in the upper right hand corner here, this is where you are tracking estimated close date and the probability from 0 to a 100 that it will close. This is where you can close as morn or close as lost. Not if you close S1, then your status reason is that you've wanted the revenue, the closed state competitor and description may or may not be relevant here. I'm going to cancel out of this and show you the difference. If you blows as lost clues has lost. The status reason is that it was cancelled or outsource, for example. And this is where the competitor probably makes more sense. So I'm going to say that I lost this one. Now you can also reopening opportunity. You see there in the upper left-hand corner. And you can go into leads and notice you can disqualify or a late, you're going also reactivate elite. So let me find one for you. Let's go back into Peter Austin. And this is where we will reactive him. Let's see that we had another opportunity that came up close you called your opportunity is important because this is where a lot of these dashboards come from. When you first open up Dynamics Shaw, by going to the sales cycle of discord a lead and qualify that lead and discovering the solution. Proposing are core to them and then closing it out. These are all the things that fuel these dashboards in CRM. 66. Drilling down into sales reports: Drilling down into reports and dashboards. And this is where I make believers out of salespeople. I mean, by a border spending that extra time in the tool. Quite read every single phone call an activity. Well, because there's money on the table and we need to go get it. Let's start by showing you the sales activity dashboard. So you'll get there by going into sales and then dashboards. No, this is just the default Dashboard that's been set up for us. I'm going to click down on the down arrow and tools sealed acuity dashboard. And what I like to see here, it's a sales leader bought. And this my name right here. Now hole we drilled down into one of these dashboards. It will literally just click on it. And then you select a field. And I'm going to choose accounts and click on that arrow to go. And I'll hear my accounts. And now I want to go on ahead and see who my contact is here. So I'm going to drill down into this Glickman contacts. Click on the little blue arrow, and then egocentric add-in attack. You guard somewhere, delete_one indoor dashboard. We are able to just find information without having to go and look in a list. So please take these dashboards seriously. I'm just going to hit the Back button here just to show you that there's How you been kind of reset it. And then start over with that little town. 67. Creating dashboard layout: Customizing your dashboard is key to motivating you to get into dynamics. First thing, every day. Go to sales and dashboards. Up on the ribbon. Even click new. Oh, just do a two column and create. And now you can add. I'll choose accounts that I follow. And I'll chart it by honor cause I wanted to see who I'm competing with on the team. So I'll add that one N. Then I'll do an activity, my activities, and I'll do it by type so I can see home many phone calls and hominid task that I have assigned to myself. And it would pointed you to add more things. You will give it a name. You'll click save. You can close out of it. And then given the set as default. Now when you come into your dashboard, this is your default as opposed to whatever one does system has to read it. You can get back to that by clicking down on the down arrow and choosing a different one. But I would tell you, don't settle for just that system or view of what everyone else is doing. There is probably something that you measure wants. You want to create a dashboard with abused that you want to drill down into to maximize your productivity. 68. Exporting dynamics data to excel: Did you know that you can explore up to more like rows of dynamics data into Excel. Imagine all the pivot table you could do with that much data. So here's how I'm going to go to opportunities. And then I'm going to go to open opportunities view cause. What do you want is that probability failed. But remember that you can customize these views. So that becomes incredibly relevant when we start talking about exporting data into Excel. You need to be able to see the columns in order to use it to analyze your data. In Excel. I'll click on Export to Excel, steady Worksheet and click Open. Alright. Just click on Insert, Pivot till, and click OK. And I'm just going to start reading things into here. I'm going to put account into my roles. I'll put probability into my columns. And I'm going to do the forecast in my values. And I can go ahead and format is to show me my dollar signs. Hit my select all, double-click. And just like that, have a good tip that I have something that I can drill down into inside of Excel. Dynamics is a great data entry tool. There's no doubt about it. And being able to drill down into reports and dashboards over there is great. But it is no match for what we can do to analyze our data in Excel. 69. Send bulk email: Good communications, the loyal customers. So you want to talk to you about how we can quickly send the same email out to multiple contexts. I created an account called Women, where I put my contacts into a particular demographic. So let us say that I have a special tears coming out or this lady's night or something. But I'm particularly wanting to target women. If I have an account there setup in that way, then I can scroll down to my contests and click on this icon here to see all the records associated with the view. And notice that now I have check boxes next to all their names. And up on the ribbon. I have a send direct email. Now. I wouldn't have had to necessarily have put those checkboxes in because as you can see on this page, I could have said I just gave me all the records on all the beaches. But I want to talk to you about this tablets. So for example, we'll have our contact weeknight here. So we could check, check, check everybody that we wanted. We could hit quantitative, reconnect and then we would send it. But I want to show you where that template is coming from. So if it come into my settings and my tablets, These are the email templates for the system. And you probably have to be an administrator to see these and to edit them. If I go into the content, reconnect, that was the one that I had available to me. Now you can see that the content of that email would be hayes. What I want you to pay attention to. I want you to pay attention to just the structure of the template itself. So we have got a title, we have what a description subject at. Then we have these fields that we are pulling from our CRM system. No, it's great. If you know who your administrator is, all you can request one of those tablets. But they want to show you how you can really set yourself apart from the other sales people in your organization by creating your own tablet. So I'm going to close out of that. And I'm going to go up to the gear icon and I'm going to choose two option. Now, option is where you can decide, you know, what the first green is that always show up. You know, there's some other things you can do. But look, there's an email template tab here, and you're gonna click on New and click OK. This is where you can type in their title, the description, thus object. So here you add fields, is you can click down into the body of the message and then you would click insert, update. And this is where you click add. And you will see fields that you can add like deer firstName, and you click OK. So you are going to actually put a text around this. So if you have ever done like a merge file or anything like that in word, this very familiar. But even if you are new to it, we wouldn't see it's not rocket science. You're going to be able to figure this out pretty quickly. Also notice there's no spell check in here. So whatever you decide to put in your template, please copy and paste that into Microsoft Word to do a little spellcheck because there is no spellcheck here and you don't want to represent yourself badly. Even marketing is a major driver for companies to invest in our CRM system. And now, you know, don't have to rely on your marketing departments to create ML template for you by clicking on that gear icon, going into your options and going into these email templates, you are setting yourself apart from other sales people in your department because you know something they don't know.