Migrating from Salesforce to Dynamics 365

Contents

• Introduction Introduction

  • Stay productive when switching CRM

    36s
  • Managing change

    3m 22s
  • Who is this course for?

    19s
• 1. Dynamics: Get Started 1. Dynamics: Get Started

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    Basics of Dynamics

    3m 38s
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    Navigate the Sales workspace

    6m 17s
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    Sales flow overview

    7m 26s
• 2. Map Workflows 2. Map Workflows

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    Work with leads

    6m 23s
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    Collaborate in Dynamics 365

    5m 42s
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    Differences in contact status

    1m 30s
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    Map tasks

    5m 21s
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    Map recurring appointments

    5m 40s
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    New features of Dynamics 365

    3m 6s
• 3. Rethink Reporting 3. Rethink Reporting

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    Create sales reports

    5m 18s
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    Modify dashboards

    6m 47s
• 4. Make the Switch 4. Make the Switch

  • Move data from Salesforce to Dynamics

    8m 58s
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    Avoid working in both platforms

    1m 55s
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    Recreate email templates

    7m 9s
• 5. Get the Most Out of Dynamics 5. Get the Most Out of Dynamics

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    Work with Microsoft Flow

    4m 30s
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    Integrate with SharePoint

    3m
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    Work with Dynamics 365 in Outlook

    3m 45s
• Conclusion Conclusion

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    Resources

    1m 54s
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    Next steps

    34s