Dynamics 365 is a cloud-based business application that combines customer relationship management (CRM) and enterprise resource planning (ERP) capabilities. It allows users to manage customer data in the cloud, improve customer engagement through intelligent sales and marketing automation and proactive customer service, and connect field service and commerce operations. The document provides an overview of Dynamics 365 features and capabilities including pricing and deployment options, and it describes key components like the user interface, common terminology, personalization settings, and advanced customization options.

1. INTRODUCTION
DYNAMICS 365 & CE - CONCEPT
By Sanjaya Prakash Pradhan (MCT)

2. What is Dynamics 365
❏ Enterprise Business Applications
❏ Combines CRM & ERP
❏ Manage Customer Data in cloud
❏ Improves Customer Engagement
❏ Intelligent Sales & Marketing
❏ Proactive Customer Service
❏ Connected Field Service
❏ Modern Finance & Operation
❏ Connected Commerce

3. Customer Engagement Apps
❏ Sales Hub
❏ Customer Service Hub
❏ Marketing
❏ Field Service
❏ Project Service
Automation

4. Pricing & Licensing https://dynamics.microsoft.com/en-us/pricing/

5. Deployment Options

6. Trial Version 30 Days FREE
No Credit Card Required - 30 Days Trial full capability - Trial Period Extension
https://trials.dynamics.com/

7. Screen Walkthrough
● Top Bar
● Sitemap
● Command
Bar
● Content Area
● Entities
● View Picker
● Dashboard
● Settings
● Other Areas

8. CRM Terminologies
1 ACCOUNTS
2 CONTACTS
3 CASES
4 OPPORTUNITIES
5 WORK ORDERS
6 ACTIVITIES
7 NOTES
8 DASHBOARDS
9 REPORTS
10 RECORDS
11 VIEWS
12 FORMS
13 FIELDS
14 BUSINESS RULES
15 SITEMAP
16 RIBBON
17 FLOWS
18 IMPORTS
19 APP SWITCHER
20 UCI
21 FILTERS

9. Personalization Options
❏ General
❏ Synchronization
❏ Activities
❏ Formats
❏ Email Templates
❏ Email Signatures
❏ Email
❏ Privacy
❏ Language

10. Advanced Settings
❏ Business
❏ Customization
❏ System
❏ Process Center
❏ Application
❏ Upgrade Logs

11. Thank You