Dynamics 365 Sales | Out of the Box CRM Introduction | Alpyne 365 скачать в хорошем качестве

Dynamics 365 Sales | Out of the Box CRM Introduction | Alpyne 365

I do apologize for the "whispering sweet nothings" tone of voice. I recorded this while my 2 year old lil' girl was sleeping so I hope you understand! This is a long one so grab some popcorn and settle in. I've set chapters so you can pop around as you see fit. Here, I provide a look into what Dynamics 365 Sales CRM looks like out of the box, with almost zero changes made. The idea is to show you what you get, immediately, and how it's such a powerful foundation that sets you up for success as you morph it into a truly astounding tool that suits your specific business needs. It's unreasonably challenging to get a peak at this platform's natural state without being distracted by shiny objects that may not (or might be) included in this platform. And trust me, I would love to geek out about that stuff as much as the next guy, but, y'know, time and place. There's so much beyond this video that could easily extend its runtime by hours and hours' worth of talk time, but we tried to keep it relatively concise for you. The best part really comes when we have a chance to discuss your business needs, things you aspire to accomplish and how this platform can get you there. Get your business in the fast lane -- book your free consultation appointment today! https://www.alpyne365.com/contact/ 0:00 - Introduction 0:11 - Context 1:14 - Header Logo 1:50 - Prebuilt Apps 3:14 - Customer Service App Quick Overview 3:59 - Sales App Overview 4:47 - Activities 5:02 - Emails 6:00 - Phone Calls 7:47 - Ancillary Activities 9:27 - Dashboards 10:12 - Sidebar "Sidebar" 10:30 - Account Management 14:15 - Contact Management 16:56 - Lead Management 21:53 - Opportunity Management 26:55 - Competitor Management 28:58 - Fiscal Targets & Goals 32:05 - Forecasts Mention 32:39 - Customer Cases 37:00 - Pinning Items to Sidebar 37:28 - Custom Table Views Breakdown 41:55 - Automation Mention 42:23 - Conclusion 43:07 - Outro And yes, for those keen enough, or those who are sensitive to it -- there is a 100 lb. German Shepherd snoring in the background of this video. I can't help that now, but I love my Luna so I hope that when you hear her deep breathing, you are picturing her fluffy belly rising and falling with periodic paw movements. 🐕💤 #CRM #Dynamics #OutOfTheBox