This document provides an overview of courses and topics related to Microsoft Dynamics 365. It discusses courses for introduction, functional areas like customer service and sales management, and customization. It also summarizes basics of CRM including entities, activities, and searching. Sections cover specifics of customer service, marketing including campaigns, and sales management features like opportunities and orders. Deployment models of on-premise versus online are compared.
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
Microsoft Dynamics 365 provides dedicated modules for specific business needs like Marketing, Sales, Human Resources, Customer Engagement, Project Management and Supply Chain. To know more about this visit: https://www.solzit.com/dynamics/
Microsoft Dynamics 365 - Intelligent Business Applications
Referat von Silvia Gönner (Microsoft) an der CRM Community Schweiz vom 26.10.2016 in Zug: http://www.crm-community.ch/event/crm-community-26oct2016/
everything you will need to know about dynamics 365 for any additional information or free trials send one of my team a email on sales@midirasolutions.co.uk
webpage : https://www.midirasolutions.co.uk
Microsoft has re branded Dynamics CRM as Dynamics 365 for Sales in Dynamics 365. it is design to support the record keeping of the entire sale process. Dynamics 365 for Sales is an easy, agile and integrated CRM solution that enables you and your employees to make well-founded decisions, increase your turnover and provide a superior service to your customers.
We’re all busy—and it’s a common theme in most professional workplaces—with people trying to get more done with finite time and resources. For a lot of firms today, a major challenge is making sure we’re spending our precious time making the most of every business opportunity by maximizing client relationships. Marketing & BD teams need to know if they’re focusing on the opportunities, RFI’s and RFP’s with the best potential; that they are managing their firm pipeline effectively; and they are giving everyone on the team the best tools for the job—wherever they are.
That’s why firms today are focused on creating great client relationships – they need to try to reduce complexity and make it easier to maximize opportunities, provide excellent client experiences, and grow the firm.
Why should a legal or accounting firm care? Because client experience and knowledge is increasingly important for firms of all sizes – across all client interactions.
Client experience…
…is what differentiates your firm
…is how you win and keep clients for the long-term
…is how you grow your firm …and in a world where clients are mobile and social, your reputation (& brand) is more important than ever.
Today you don’t have as many contact points as you used to have, and you have to make every one count. To thrive in this ultra-competitive environment firms of all sizes have to make client experience a priority. That is why you need Dynamics 365 and xRM! Visit our websites www.xRM4Legal.com, www.xRM4Accounting.com and www.xRM4Finance.com or email Dynamics@xRM.email
Microsoft Dynamics 365 provides dedicated modules for specific business needs like Marketing, Sales, Human Resources, Customer Engagement, Project Management and Supply Chain. To know more about this visit: https://www.solzit.com/dynamics/
Microsoft Dynamics 365 - Intelligent Business Applications
Referat von Silvia Gönner (Microsoft) an der CRM Community Schweiz vom 26.10.2016 in Zug: http://www.crm-community.ch/event/crm-community-26oct2016/
everything you will need to know about dynamics 365 for any additional information or free trials send one of my team a email on sales@midirasolutions.co.uk
webpage : https://www.midirasolutions.co.uk
Microsoft has re branded Dynamics CRM as Dynamics 365 for Sales in Dynamics 365. it is design to support the record keeping of the entire sale process. Dynamics 365 for Sales is an easy, agile and integrated CRM solution that enables you and your employees to make well-founded decisions, increase your turnover and provide a superior service to your customers.
Know more about expanded capabilities & benefits of Dynamics 365 for customer services to manage and track customer service activity in your organization.
Microsoft Dynamics 365 - Intelligent Business ApplicationsDavid J Rosenthal
Dynamics 365 is our business application offering that allows you, our customers, to go on your digital transformation journey.
It's our set of packaged solutions across marketing, sales, service, operations, finance, talent -- that modernize and transform these processes to allow you to go on your journey.
We're going to talk today about sort of what makes Dynamics 365 special, what makes it different, why it's not the same old same old business applications. And there are four characteristics that we'll sort of hit on in a stepwise manner.
They're modern, unified, intelligent, and adaptable. And so let's click through each one of those and talk about what we mean when we say those words.
Best Practices for Adopting Microsoft Dynamics 365Precisely
There are many advantages to migrating your on-premise CRM to the cloud-based Microsoft Dynamics 365. Organizations rely on clean CRM data to create single views of their customers. As you prepare to migrate your platform, you want to ensure that the integrity of your data remains intact both during and after the migration. With the right tools, you can have confidence that you are prepared from both a data structure and a data quality perspective.
View this webcast with Microsoft and Syncsort for a fast-paced hour focused on helping you prepare for an on-premise CRM to Dynamics 365 Cloud migration. The content includes:
• Highlights of the Dynamics 365 functionality not available with on-premise CRM including LinkedIn integration
• Guidance on how to prepare your database for the move to 365 using Syncsort data quality
• Information on how to eliminate duplicates and normalize data for the migration to 365 and after you are live
• The value of providing your userbase a clean and refreshed starting point
Microsoft dynamics 365 for finance and operations case study based solutionKaty Slemon
Microsoft Dynamics 365 for Finance and Operations with Case Study-based Solution. Reach your business aims with its benefits, features, and powerful solutions.
The Best of Microsoft Dynamics 365 Business Central TurnkeyTec
Best of Microsoft D365 BC presentation. June 26, 2019.
Outgrowing the accounting system: insufficient reporting, duplicate data, manual processes, siloed systems, security issues.
What is Microsoft Dynamics 365 Business Central & What Does It Mean for My Bu...Callie Wagner
Cloud Microsoft Dynamics 365 Business Central is a business management solution that's connecting people and processes like never before.
Benefits:
From day one it makes ordering, selling, invoicing and reporting easier and faster.
Turn your multiple disconnected systems into one.
Boost efficiency with automated tasks and workflows all from within familiar office tools like Outlook, Word & Excel.
Get a complete picture of your business with built-in intelligence.
With your business running in the cloud, it's easy to change and adapt at your own pace, start with what you need quickly and easily, and be ready for growth.
Getting started with Microsoft dynamics crm 2016Firoz Muhammed
It was the slide deck I presented on the 'Microsoft dynamics CRM developers meetup- Hyderabad' on 13th August 16.
The Content of the presentations is:
What is CRM?
Intro to Microsoft Dynamics CRM
Microsoft Dynamics Stack
History of Dynamics CRM
Basic CRM Terminologies
Basic Modules in Dynamics CRM
New Features in Dynamics CRM 2016
Certification path for Dynamics CRM
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
Introduction to Microsoft ERP Dynamics 365 for finance and operationAli Raza Zaidi
Introductory session used to train and inspire students or fresh graduates. Some images are taken from Microsoft slides and some themes are taken for Book Using Dynamics AX 7.
One of the long-standing competitions in business IT is Microsoft Dynamics CRM versus Salesforce, two driving client relationship management (CRM). These two CRM solutions are so equivalent in value, target business type, and client experience, they continually end up set against one another.
Merit Event - Customer Relationship Management - What are the Benefits?|guest68ea87
Microsoft CRM 1.2 was launched earlier this year and is being targeted at small to medium sized businesses (from 25 to 500 users) who have a need to develop more profitable customer relationships.
Microsoft say the product is innovative, easy to use and integrates well with existing software (Office, Outlook and SQL for example).
However, CRM as a business strategy is not always well understood by SME’s who may feel it is more appropriate for larger organisations.
Our event plans to explains the benefits and potential drawbacks of CRM and the features of Microsoft CRM product.
CRM technology – what is required
Microsoft CRM – they key benefits for SMEs
MS CRM – the key components
MS CRM – automated lead gathering
MS CRM – sales force automation
MS CRM – automating customer service
MS CRM – management reporting
Merit Event - Customer Relationship Management - What are the benefits?meritnorthwest
Microsoft CRM 1.2 was launched earlier this year and is being targeted at small to medium sized businesses (from 25 to 500 users) who have a need to develop more profitable customer relationships.
Microsoft say the product is innovative, easy to use and integrates well with existing software (Office, Outlook and SQL for example).
However, CRM as a business strategy is not always well understood by SME’s who may feel it is more appropriate for larger organisations.
Our event plans to explains the benefits and potential drawbacks of CRM and the features of Microsoft CRM product.
CRM technology – what is required
Microsoft CRM – they key benefits for SMEs
MS CRM – the key components
MS CRM – automated lead gathering
MS CRM – sales force automation
MS CRM – automating customer service
MS CRM – management reporting
Know more about expanded capabilities & benefits of Dynamics 365 for customer services to manage and track customer service activity in your organization.
Microsoft Dynamics 365 - Intelligent Business ApplicationsDavid J Rosenthal
Dynamics 365 is our business application offering that allows you, our customers, to go on your digital transformation journey.
It's our set of packaged solutions across marketing, sales, service, operations, finance, talent -- that modernize and transform these processes to allow you to go on your journey.
We're going to talk today about sort of what makes Dynamics 365 special, what makes it different, why it's not the same old same old business applications. And there are four characteristics that we'll sort of hit on in a stepwise manner.
They're modern, unified, intelligent, and adaptable. And so let's click through each one of those and talk about what we mean when we say those words.
Best Practices for Adopting Microsoft Dynamics 365Precisely
There are many advantages to migrating your on-premise CRM to the cloud-based Microsoft Dynamics 365. Organizations rely on clean CRM data to create single views of their customers. As you prepare to migrate your platform, you want to ensure that the integrity of your data remains intact both during and after the migration. With the right tools, you can have confidence that you are prepared from both a data structure and a data quality perspective.
View this webcast with Microsoft and Syncsort for a fast-paced hour focused on helping you prepare for an on-premise CRM to Dynamics 365 Cloud migration. The content includes:
• Highlights of the Dynamics 365 functionality not available with on-premise CRM including LinkedIn integration
• Guidance on how to prepare your database for the move to 365 using Syncsort data quality
• Information on how to eliminate duplicates and normalize data for the migration to 365 and after you are live
• The value of providing your userbase a clean and refreshed starting point
Microsoft dynamics 365 for finance and operations case study based solutionKaty Slemon
Microsoft Dynamics 365 for Finance and Operations with Case Study-based Solution. Reach your business aims with its benefits, features, and powerful solutions.
The Best of Microsoft Dynamics 365 Business Central TurnkeyTec
Best of Microsoft D365 BC presentation. June 26, 2019.
Outgrowing the accounting system: insufficient reporting, duplicate data, manual processes, siloed systems, security issues.
What is Microsoft Dynamics 365 Business Central & What Does It Mean for My Bu...Callie Wagner
Cloud Microsoft Dynamics 365 Business Central is a business management solution that's connecting people and processes like never before.
Benefits:
From day one it makes ordering, selling, invoicing and reporting easier and faster.
Turn your multiple disconnected systems into one.
Boost efficiency with automated tasks and workflows all from within familiar office tools like Outlook, Word & Excel.
Get a complete picture of your business with built-in intelligence.
With your business running in the cloud, it's easy to change and adapt at your own pace, start with what you need quickly and easily, and be ready for growth.
Getting started with Microsoft dynamics crm 2016Firoz Muhammed
It was the slide deck I presented on the 'Microsoft dynamics CRM developers meetup- Hyderabad' on 13th August 16.
The Content of the presentations is:
What is CRM?
Intro to Microsoft Dynamics CRM
Microsoft Dynamics Stack
History of Dynamics CRM
Basic CRM Terminologies
Basic Modules in Dynamics CRM
New Features in Dynamics CRM 2016
Certification path for Dynamics CRM
To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com.
Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
Introduction to Microsoft ERP Dynamics 365 for finance and operationAli Raza Zaidi
Introductory session used to train and inspire students or fresh graduates. Some images are taken from Microsoft slides and some themes are taken for Book Using Dynamics AX 7.
One of the long-standing competitions in business IT is Microsoft Dynamics CRM versus Salesforce, two driving client relationship management (CRM). These two CRM solutions are so equivalent in value, target business type, and client experience, they continually end up set against one another.
Merit Event - Customer Relationship Management - What are the Benefits?|guest68ea87
Microsoft CRM 1.2 was launched earlier this year and is being targeted at small to medium sized businesses (from 25 to 500 users) who have a need to develop more profitable customer relationships.
Microsoft say the product is innovative, easy to use and integrates well with existing software (Office, Outlook and SQL for example).
However, CRM as a business strategy is not always well understood by SME’s who may feel it is more appropriate for larger organisations.
Our event plans to explains the benefits and potential drawbacks of CRM and the features of Microsoft CRM product.
CRM technology – what is required
Microsoft CRM – they key benefits for SMEs
MS CRM – the key components
MS CRM – automated lead gathering
MS CRM – sales force automation
MS CRM – automating customer service
MS CRM – management reporting
Merit Event - Customer Relationship Management - What are the benefits?meritnorthwest
Microsoft CRM 1.2 was launched earlier this year and is being targeted at small to medium sized businesses (from 25 to 500 users) who have a need to develop more profitable customer relationships.
Microsoft say the product is innovative, easy to use and integrates well with existing software (Office, Outlook and SQL for example).
However, CRM as a business strategy is not always well understood by SME’s who may feel it is more appropriate for larger organisations.
Our event plans to explains the benefits and potential drawbacks of CRM and the features of Microsoft CRM product.
CRM technology – what is required
Microsoft CRM – they key benefits for SMEs
MS CRM – the key components
MS CRM – automated lead gathering
MS CRM – sales force automation
MS CRM – automating customer service
MS CRM – management reporting
Common Service and Common Data Model by Henry McCallumKTL Solutions
These are two topics that are most interesting, but many people don’t know about them. The Common Data Service (CMS) is confusing for many, and honestly, a more technical approach that Microsoft was reluctant about publishing at first. It’s a hidden gem. The CMS allows you to securely store and manage data within a set of standard and custom entities. After your data is stored, you would then have the ability to do much more with your data such as customize entities, leverage productivity, and secure your data. It’s the middle factor between foundation, customer service, sales, purchasing, and people. Flow is Microsoft’s long promised cross platform workflow engine. Join us as Henry dives into how these two connector tools showcase Microsoft’s solutions and can help synchronize your day to day activities.
Dynamics Day 2017 Perth : Dynamics 365 Making It RealEmpired
The launch of Microsoft Dynamics 365, has brought new, modern, enterprise-ready apps that enable companies to start with what they need, get productivity where they need it, leverage intelligence built-in, and remain ready for growth. In this session, gain valuable insights into what Dynamics 365 is and how it will transform your business. Explore topics such as product capabilities and licensing.
WPC 2016 - Keys to building a strong EMS offer & sales practice with the CSP ...Vuzion
Presentation given at WPC on the keys to building a strong EMS offer and sales practice with the Cloud Solution Provider (CSP) program. Including an adress form Michael Frisby on Selling EMS to Office 365 Customers
Microsoft CRM xRM4Legal February 2015 Introduction and DemonstrationDavid Blumentals
Extended Relationship Management for law firms, powered by Microsoft Dynamics CRM 2013 – over 4 million users globally, 40,000+ firms
Rollout in days with over 250 legal customizations pre-configured, ready-to-use, managing key clients, cross-sell, referrals & private clients
Integration options with major (bulk) email, PMS & DMS systems
A centralized approach to list management & BD (single click access)
Defined (data) quality standards & processes
Engages partners & staff with easy access & visibility of relationship connections, firm & practice performance
Allows fee earners easy access & update of records with critical BD info (for guaranteed user adoption) – via Outlook and mobile device
An overview of Stratitude's Salesforce.com and Force.com offerings such as implementation, integration, migration, customization, analytics, Force.com apps and various customer engagement models.
Top cloud CRM overview. Part 1 - Choosing the right CRM solutionEugene Zozulya
Cloud CRM is a software as a service, hosted in a public or private cloud, that allows users to access application and their data remotely. Hosted CRM software can be either single- or multi-tenant. Single-tenant means that each of the vendor’s servers contains one organization’s data. Multi-tenant means that computing resources (servers, databases, etc.) are shared among many different organizations.
Choosing the right CRM solution always a challenge, especially for enterprises. For many small and medium-sized businesses always costs associated with purchasing, installing and implementing a CRM system can greatly overshadow the benefits.
Cloud CRM with free trial can be an easy way to try out you key CRM processes without upfront investments
How to implement Dynamics CRM to empower businesses?NexSoftsys
Microsoft Dynamics CRM implementation will empower your business with integrated tools for Customer management, Lead management, Task Automation, sales improvements, and enhanced visibility.
Similar to Dynamics 365 introduction and functional (20)
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
2. Courses
Introduction to Microsoft Dynamics 365
Functional
Customer Service
Sales Management
Marketing
Customization and Configuration
Extending Microsoft Dynamics 365
3. CRM Basics
What is CRM ?
Customer relationship management
Pre-Packaged
Handles Sales, Service and Marketing modules
Allows you to customize
Written using .Net.
Can use .Net to extend
Upgradable
Why do we use CRM?
Saves time and money
Rapid deployment
Provides inbuilt functionality such as Unified UI, storage, security, search,
duplicate detection, auditing, multi-lingual, multi-currency, workflows, web
services
Differences b/w CRM and ERP
Deployment Models
Online or Cloud
On-Premise
4. Why Dynamics
365?
Fastest growing CRM in the market ahead of Salesforce
Dynamics 365 annual revenue growth : 67%
Cheaper than Salesforce
Dynamics 365 Customer Engagement Plan: $115/user/month
Salesforce Sales + Service : $175/user/month
Better Integration with other Microsoft products such as Office,
Windows,Azure, Exchange
Based on familiar .Net technology
Sources:
https://news.microsoft.com/2018/01/31/microsoft-cloud-growth-
fuels-second-quarter-results/
https://www.encorebusiness.com/blog/dynamics-365-vs-salesforce-
pricing/
6. Difference between On-premise and Online deployments?
OnPremise Online
Infrastructure needs to be hosted locally on
company’s servers
Microsoft infrastrure.
In most cases costly. Cheaper only for Large
organizations having thousands of users.
Cheaper for most the firms as it avoids hardware costs,
software licensing costs, administration overheads and
maintenance
Product should be bought upfront by paying
complete amount.
Per user per month basis
More privacy as data is hosted locally within
company’s control
Privacy is the issue because data is hosted on
Microsoft servers.There can be regulatory restrictions
on hosting third party vendors.
Security should be handled by the company MS takes care of security including the OS, database
and other software
Difficult to scale, Waste of system resources if
bought early.
Easy to scale as per demand. Resource optimization as
resources are shared.
Total Cost = CRM Server Cost + No. of Users
* CAL (Client Access License for each user)
7. Basics
Entity Model
Types of Entities
System Entities
Custom Entities
Customer Entities
Contacts
Accounts
Activity Entities
Email
Task
Appointment
Phone Call
Service Activity
How entities are related?
Lab
8. Basics
Notes andAttachments
Finding data in CRM
Quick Find
Advanced Find
PersonalViews
Global Search
Relevance Search
Lab
15. Microsoft
Dynamics
Marketing
Visual Campaign Designer
Marketing Calendar
How to integrate CRM with MDM?
Dynamics Marketing Connector for CRM 2015
UsingAzure Service Bus
MDM IntegrationConfiguration
17. Sales flow and
Business
Processes
Lead
Opportunity
Product Catalog ( Unit Group, Discount List, Product, Price List)
Quote
Order
Invoice
Sales Literature etc.
