Dynamics 365 Sales in an Hour: A Complete Overview

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  • Опубликовано: 28 авг 2024

Комментарии • 20

  • @LisaCrosbie
    @LisaCrosbie  Месяц назад

    Connect with me:
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  • @chloealliet5096
    @chloealliet5096 Месяц назад +1

    Hi Lisa! I just wanted to take a moment to thank you for your amazing instructional videos on Microsoft Dynamics 365. You videos have been incredibly helpful, and thanks to your clear explanations, I was able to create my own model-driven app and canvas app during my job application process, even without any prior IT experience. I'm thrilled to share that I got hired at this IT company because of how well my app turned out, and I owe it all to your guidance. Your expertise and dedication to sharing knowledge are truly inspiring. Keep up the fantastic work, and thank you once again for making complex topics so accessible!☺💟

  • @antique-bs8bb
    @antique-bs8bb 25 дней назад

    Excellent - just the kind of summary I wanted to read.
    You must be very popular - there were so many adverts in the first half hour. A tribute to you.

    • @LisaCrosbie
      @LisaCrosbie  24 дня назад

      Ah, sorry about all the ads, that doesn't always happen! But thank you

  • @douglashill1759
    @douglashill1759 Месяц назад +4

    hey Lisa, thank you for this video, but I was wondering if you would ever take us underneath the hood? MS learning path doesn't teach/educate you on configuration (advanced settings), also ALM, moving a sales module from sandbox to prod etc. Thanks for all you do

  • @thomaskogler
    @thomaskogler Месяц назад

    👍The best summary of Sales I have ever seen. Top! :)

  • @raymondhinton2688
    @raymondhinton2688 Месяц назад

    Lisa, your videos are very helpful.

  • @codecode360
    @codecode360 Месяц назад

    Great video, relevant for the business I am working for as we are looking to integrate everything into Microsoft (including our CRM!!!)

  • @kainatmikael9761
    @kainatmikael9761 Месяц назад +1

    Thank you for your great videos. I am your new subscribers. I would like to request that can you make a video on process business flow of ERP? I work in a manufacturing company and we use ERP. Understanding the work flow will make my life easy. Connection between Sales, Manufacturing, Logistics, Delivery Project Management, Manufacturing Engineering?

  • @caraziegel7652
    @caraziegel7652 Месяц назад +1

    do you know anyone who does material on Dynamics Project Operations? there's like no documentation i can find

  • @nessy3543
    @nessy3543 Месяц назад

    Hey, Lisa thank you for the video,I had a question there's a scenario where I had to add a product to the quote but i don't have permission to add , requesting the permission form the admin takes time and the customer needs the product so urgently, is there any alternative that i can add the product and send the quote to customer

  • @kainatmikael9761
    @kainatmikael9761 Месяц назад

    Do you also provide one to one teaching for ERP? Non technically just on a high level like managers have the understanding of it

  • @polaracademy
    @polaracademy 9 дней назад

    Hey! I signed up for the free trial but for some reason I keep getting directed to the Power Platform instead of the Dynamics 365 page. Any idea how to fix this?

    • @LisaCrosbie
      @LisaCrosbie  4 дня назад

      That’s weird; I haven’t seen that before. Hard for me to troubleshoot here, perhaps try the community forums.

  • @icb_91_
    @icb_91_ 5 дней назад

    how do i search for a specific item sold in a day? let's say i want to keep a record of a named product i sell. and i want to be able to generate a daily report to see how many pieces of that product i have sold in a day. Thanks

    • @LisaCrosbie
      @LisaCrosbie  4 дня назад +1

      You can store the products in the products table. There is a series of tables where you can store quote/order/invoice but if you have a very simple sales process and don’t need that I’d just have a simple Sales table where one product had many sales. Each row in the sales table looks up to a product and shows the date, quantity, value. Most organisations have that data in their ecommerce or ERP systems though rather than CRM but you could choose to integrate it.

  • @ItsMeManda-u3x
    @ItsMeManda-u3x 23 дня назад

    hallo ms. lisa, i have a proble "There was a problem creating your knowledge source.", you have a solution?

    • @LisaCrosbie
      @LisaCrosbie  23 дня назад

      I’ve never seen that message before, what are you doing to get to that message?

    • @ItsMeManda-u3x
      @ItsMeManda-u3x 20 дней назад

      @@LisaCrosbie im tried to upload document to copilot knoeledge resource, an the erroe message appeared