From the course: Learning Microsoft Dynamics 365: The Basics

Quick tour of Dynamics 365 - Dynamics 365 Tutorial

From the course: Learning Microsoft Dynamics 365: The Basics

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Quick tour of Dynamics 365

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- [Narrator] Welcome to your dashboard. Let's take you on a tour of the Microsoft Dynamics 365 Sales user interface. This is your command center where all the action happens. Whether you're closing deals or checking in on customers, knowing your way around the platform will help you work smarter, not harder. Across the top, we have the App Launcher button, and this is where we can access all of the other applications that are in Microsoft 365. Scrolling over, we have some tools available to us, including Search, Assistant, our Quick Create option, which is the Plus button, our advanced Find filters, the settings for the environment, Getting Help, Copilot if you have that enabled, and we also have Teams chat and channels integration. On the left hand side, we see the left rail, and this can be expanded or collapsed by clicking the hamburger button at the top of the pane. The first grouping is My Work, which is your dashboard. This is typically your starting place for the day. From your dashboard, you can see your work items, your open leads, and any recent calls you might have. You can also see your pipeline and opportunities that may be at risk. Your dashboard is customizable, but we'll get to that later. Let's go to Sales Accelerator. As you get started in Dynamics 365, you may see these popup windows. I encourage you to read them. Our typical response to a popup window is to close them. Get out of my way, I'm trying to work here. Microsoft 365 evolves all the time, and this is how they let us know what's new or different from the last time we visited a specific area of an application. For now, I'll just close the popup. The Sales Accelerator is your dashboard for working with your current clients and moving those opportunities along to the next step. In the Activities group, we have our calendar. Your calendar should be integrated with your current calendar in Outlook or Teams. Because this is a trial environment, we don't have anything currently sitting here. Next, we have Tasks and groupings for our tasks by open, completed, canceled, or scheduled, and then Calls. In the Calls window, we can see all the calling activity that we've had recently. I can confidently say you're going to spend most of your time in your Calendar, Tasks or Calls. The next grouping we see are the pipeline options, including Leads, Opportunities, and Forecasts. The activities in your pipeline take you step by step from turning a lead into a sale. Let's look at our Customer's group. In our Customers, we have our contacts. This is a listing of all of the current contacts that we're working with, and then our accounts. Accounts are typically business names and these are the ones that are assigned to me. Finally, we have an option for learning, and at the bottom of the pain, we have Resources. Beyond the scope of this course, this is a valuable resource for you to go out and take some time and learn additional features. At the bottom of the pane, depending on what roles are assigned to you in your organization, you might need to switch between the different dashboards. In this case, I have the Sales functionality applied to me, but I also can change app settings, sales insight settings, or my personal settings from here. That's just a quick tour around the interface. We're going to deep dive into each one of these features in other movies.

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