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Up next in 10
Join this live session with Mahender Pal and Venkata Subbarao for the first episode of Microsoft Business Application on February 10, Friday at 10:00 PM (IST).
In this introductory session, we will be giving a walkthrough on What is Dynamics 365 CRM and why one should use it, who can use it, where we get this product, and how to use this product.
Agenda:
• Different Modules that are present in Dynamics 365 CRM
• Main Modules in Dynamics 365 CRM
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0:51
thanks for joining us today on the first show for microsoft dynamics 365 application
1:03
so i have with me venkates and today we are going to do the first session for dynamics 365
1:09
applications where you know we will be starting with the basic details and then going further we
1:16
have more detailed sessions uh you know we'll see on the more sessions so let's uh let me share my
1:24
screen so here is the agenda uh for today so as i said that uh you know we are basically going to
1:38
start with the basic introduction about the dynamics 365 and we will try to answer some
1:43
basic questions, you know, whenever we want to start working with any applications, so we have
1:48
some basic questions, right, you know, what is this application is all about and, you know, why we
1:54
should use these applications and who all are the companies or which are the companies, you know
2:00
they are using Dynamics 365 and which are the areas of Dynamics 365 and, you know, how we can
2:06
utilize them for the business. And then we will see some more documentation references in the last
2:13
okay so let's quickly jump to our sessions today so let me give you a you know little bit brief
2:22
about ourselves so myself mahinder and i'm principal consultant at himbap and i have with
2:28
me venkates who is lead software engineer at apm so we both are going to represent this session
2:35
today so some of the topic i will be covering and then we have some demo on the modules for dynamics
2:41
365 so when kitesh is going to take care of those topics okay hi everyone
2:55
yeah so yeah so uh let's let's uh start with the first uh you know topic like what is uh dynamics
3:02
365 so this is a very basic question that comes into mind you know whenever we start working with
3:10
any application and that was the same question which you know came first in our mind as well
3:16
when we started you know looking for the first time in for dynamic CRM so now it's dynamics 365
3:22
but since when I started around you know in 2007 when it was CRM 4.0 so that was the basic question
3:32
that came into my mind that what is basically dynamic CRM so the basic concept of CRM application
3:39
is to basically manage your customers. So if you want to say that in a very simple manner
3:46
that what is CRM application, the CRM application is where we want to manage
3:51
our customer data so that we can provide them different services and we can provide
4:00
all the business related tasks. We can automate their different business processes
4:07
and this application also help us to get some more customer from the market so you know you can say
4:14
that basic uh basic point here is to retain your existing customer so that you can provide them a
4:22
good service so they won't go to any other vendor and as well as get some more customer from the
4:28
market right so we have some set of applications here that you know we have the first application
4:35
that is basically sales application so this application provide all the features that is
4:42
required whenever we want to close any sales okay so it's basically we can say like if you want to
4:49
capture basic data over the leads where you know our sales start or we want to do any kind of
4:55
opportunity management or court management or order management or the invoicing so everything
5:01
is there in the sales app okay so sales app is basically have all those features
5:07
then next app that we have is the marketing app the marketing app help us to you know run our
5:15
marketing campaigns you know we can do different campaigns and we can you know do budgeting for
5:22
our marketing and then we have lots of other features like if you want to do you know run any
5:27
event management so we have event website if you want to do registration for your website so those
5:33
those set of features are there in the marketing app right and the third app that we have is the
5:40
customer service so this is another app which basically you know help the customer to provide a
5:47
better customer service so if you are working in a you know service industry or maybe if you are
5:53
working in a product development company and you sold your product to your customers and
5:59
after that, you want to provide them support, right? So all the support related activities like
6:06
case management, resource scheduling, all these things are basically part of the customer service
6:12
right? And then next we have here is the field service. So this is the another, you can say that
6:20
this is also basically for you know providing the customer service but here in the field service
6:27
this is basically on the door-to-door customer service so you know if let's say you are working
6:33
on the you know some machinery and you you have some service that you need to go to the customer
6:38
location and there you need to provide the service for those machinery so that kind of thing we can
6:45
And then using the field service. So we have different options here. We can manage our customers
6:50
We can manage our work orders. We can do the resource scheduling. We can see that when the resource is available for taking that service
7:01
Or you want to see that which are the customer services representative who are free or who are busy
7:08
So all these informations are basically part of the field service. so all these you know application collectively forms a dynamics 365 and we
7:18
call now it a dynamics 365 customer engagement okay yeah so now let let talk about little bit history that what we have right now dynamics 365 but you know from where it started the first version of dynamic crm came around the january
7:41
2003. so here that was the you know crm one dot o that was a very very basic features of the you
7:51
know uh crm applications of managing your customer data and then the journey started you know in the
7:58
2003 we had another versions and this these these were the basic you know version that uh came here
8:06
till that 3.0 in the 4.0 they basically you know started promoting crm application as a xrm
8:15
application so here that x means that any any domain application so for example if if you talk
8:22
about the traditional crm application so the first thing that comes into the mind is that you know we
8:28
want to work with the sales purchase or you know this marketing or you know providing services
8:33
but crm provide us more capabilities than the traditional crm application and that's what we
8:41
have here is the XRM that was introduced at the time. So Microsoft, you know, started promoting
8:47
that CRM application as their XRM application, which means that it's not, you know, we can
8:54
always use the CRM application for the traditional sales related activities, but it can be modified
9:01
and leveraged for the any domain application. So let's say, for example, you know, I want to build
9:08
an application for a you know school management or want to build some fees management application
9:15
so that can be easily done using the crm application because of the set of features that
9:22
we you know it provides out of the box so those all the features basically required for any any
9:28
application so we will discuss about you know more on that set of features so from here it
9:34
started with that as a XRM concept and then in the 2011 so when the 2011 version came and that was
9:43
totally you know it was a drastic changes in this UI so if you anybody you know have seen that
9:50
earlier version of CRM 4.2 then they might be aware of this that in 2011 it was totally changed
9:57
and they changed that look and feel and everything got changed the forms got updated and you know
10:03
that totally the framework got updated right and then after that uh we have like in 2013 so then it
10:11
the journey started and you know updating the more on the ui side and adding some more core set
10:17
of features okay and then what we have right now is the dynamics 365 so that was basically you know
10:25
introduced around november 2016 and then that's what we have right now okay so that that was the
10:33
you know a little bit history about the dynamics 365. now so we know that now what is dynamics 365 and a little bit history about that so
10:48
now the next question is that why we should use dynamics 365 why not other application or why not
10:54
we should build some application right so these are the you know high level core features that
11:00
that is basically required for any applications and these applications are basically available
11:06
out of the box so we don't need to change anything we don't need to develop anything or
11:10
we don't need to modify anything but these features are available out of the box okay without
11:16
any modifications so the first thing is the 360 view of the customer data so as the customer is
11:23
the centric entity here the center object here in the any crm application right so if you are working
11:30
with the customer data so you might want to get the 360 view of the data so that you can see that
11:35
okay what is happening you know with their opportunities what is happening with their you
11:40
know orders how the invoice is working you know so all all these details like how many customer
11:45
calls are made how many emails that we go from this customer or you know customer executive sent
11:51
so everything that can be you know seen here in the dynamics 365 right and then next thing is the
11:59
security so if you are working with the customer data and the security is the very key point here
12:05
that you need to maintain the security of the data so you know you need to stop that unauthorized
12:10
access to the data and you need to provide like you know basic concept like privacy and compliance
12:15
so all these things are there you know microsoft provide different compliances here and privacy
12:21
that can be maintained here and now the second uh the third point is the customization and
12:29
extendability so uh as i said like you know we have lots of features that we get out of the box
12:36
so we don't need to modify anything but still sometimes some customer have a different requirement
12:42
right so those out of the box tables or the forms or the views that they want to customize it so yes
12:49
the dynamics 365 provides us the ability that we can also customize it and extend it we can write
12:57
code it you know in the visual studio or you can do the scripting in the javascript so all these
13:03
options are available that is basically you know can done for you know any any application right
13:09
and then we have the automation so this is another key point whenever you are working with the you
13:17
know any any business we have some set of business flows or you have set of business activities that
13:23
you know they do day to day in life right so whether it's just sending that emails and you know
13:30
doing phone calls or you know checking that okay what are the status of the opportunity and if
13:37
something is delayed sending notification to the customer so all these are basically you know tasks
13:43
can be automated easily using the power automate using the out of the box now we call it classical
13:49
workflow so those things can be utilized to perform these kind of actions in dynamics 365
13:56
right and the last one is the rich reporting capabilities so whenever you have the customer
14:05
data and you know you want to see that high level picture of that okay what is happening with the
14:10
data right you don't want to go to the older you know tables and look for you know hundreds of rows
14:16
you need to get that you know executive details like you know just the executive summary of that
14:23
like okay what is happening right how much sales we are getting this month or what is the target
14:28
right so those things can be done using the reporting and it provide us a rich reporting
14:35
capabilities we have out of the box option to create our reports if there is any custom requirement
14:41
which cannot be fulfilled from there then we can develop our custom reports
14:46
using Visual Studio using SRS reports and we can also do the Power BI right so
14:52
these are the core set of features that is there in Dynamics 365 but apart from that we have many new features that is added on the dynamics 365 like you know we have the ai capabilities which help you to get the customer
15:07
insight and you know get that you know conclusion on the data so to find out that you know what is
15:14
happening so those those set of features we have here on the dynamics 365
15:19
okay now we know what is dynamics 365 and why they should use it and let's see who you know
15:30
can use dynamics 365 so in a very simple manner any any company any organization you know can
15:39
utilize that dynamics 365 and they can automate their business processes they can implement the
15:45
digital transformation using the Dynamics 365 okay now Dynamics 365 is basically part of the
15:52
Power Platform so we will have a different sessions that you know we will be doing uh
15:57
quarterly on the Power Platform there we will discuss about you know what are the capabilities
16:01
and the features of the Power Platform so in today's session we are just concentrating on the
16:07
dynamics 365 right so any anybody any organization who want to you know improve their customer
16:15
relationship you know want to provide that more efficiency into their day-to-day work activities
16:21
so they can utilize dynamics 365 right and these are that some of the companies so this is a very
16:28
very big companies you know that is utilizing dynamics 365 for their day-to-day activities so
16:35
have taken this picture from microsoft site so these are the latest you know companies of whom
16:42
you know the customer stories they have published on that website but there are
16:47
thousands of companies are which is basically using dynamics 365 right so let me show you some
16:55
of the other uh you know here so let's me so you here so these these are that you know if you go to
17:05
dynamics 365 here you will try to search dynamics 365 you will get this microsoft you know main site
17:11
which is for the landing page of the dynamics 365 you can see here that we have different uh you
17:17
know customer stories available here so you can you know read these customer stories so these have
17:24
very you know big companies and which is basically utilizing the dynamics 365 so if you want to go
17:31
for reading their more stories so you can go to these and you can see that here like you know how
17:37
coca-cola is utilizing dynast 365 to perform their you know business activities and how they are doing
17:44
the automation using the dynamic 365 and power platform capabilities right so we have different
17:51
different industries here so they have you know you can see all all this uh information can be
17:56
you know find out here so you can read all these things here okay so now let me transfer that mic
18:06
to my friend venkates so he will explain you the different modules and we'll show you demo on that
18:15
over to you venkates yeah that was a nice introduction for this hi everyone i'm venkat as behind there already
18:29
introduced me so without taking much of your time just this is a time for look and feel like okay
18:38
what is that dynamics 365 crm is about one of the major questions that you will see okay dynamics
18:45
365 ce what does the ce stands for it is for customer engagement okay so mostly the thing
18:52
is right so dynamics give as uh if you might have observed in the earlier slides of the ppt like you
19:00
will see what are all the things that are the capabilities from dynamics side that we are
19:05
leveraging it for the customers to get the most of the customer delight so if you observe in my
19:15
screen this is an uh the classic look of the dynamics 365 ce customer engagement where i do
19:21
have the few of the apps here just i have considered i have spin up in a trial environment
19:27
regarding to up to show you all the apps that are present ideally right so based upon the licensing
19:35
and all right based upon the requirement of the customer only a single app will be used okay so
19:42
here if you observe uh if you observe here uh these are all the customer service uh related
19:51
apps that are present and also this uh this is related to the sales hub okay and also the sales
19:59
trial that you are going to see it here if you observe in the other slides like there are
20:07
few things that are also been mentioned like the marketing and also the customer service so if you
20:15
wanted to see like how you have wanted to navigate just you have to open the dynamic crm url and then
20:21
go to the settings and navigate to this particular apps this is where you will get all these details
20:27
so first i will navigate to this particular sales one okay so generally why are we going to go for
20:35
in sales how why generally sales is important for it so for any industry right the sales plays an
20:42
important role whether it could be a product or whether it could be a software service or whether
20:48
it could be any kind of the support that was required so example let us take a classic example
20:54
if we take if you buy an apple or if you buy it in a microsoft notebook microsoft related windows
21:01
licensing and all generally if we get any kind of warranty issues or we get any issues with
21:07
the laptops and all what we generally do we will request we will reach out to the customer
21:13
support executives in the form of various channels that are available so what are those channels are
21:19
uh so channels these are the different things that we will get it in the customer service
21:26
model but when coming to the sales right so in how many ways that we will get this particular
21:31
sale of this particular windows laptop for an example so sales in the form of advertisements
21:36
in the form of uh the direct uh the customers visiting to uh the uh the outlets and also the
21:45
customers can use the websites to get this particular sales and all so basically things
21:52
right if you observe here this is the classical dashboard that is present if you observe these are
21:56
all the work items that are present here uh just let me zoom in here so work items means okay few
22:03
of the sales members they got the request saying that okay we need this particular related details
22:08
and all. So if you are observing, so there are major, few of the major tables, earlier we called
22:19
them as an entities or any other things. Okay. So generally in the current terms, we call it as
22:24
in tables In sales we do have the main important entities or the tables called the leads opportunities and contacts and accounts these are all the different things that needs to be
22:39
understood if at all you are what you are working on any particular sales module
22:45
okay so if you observe here right these are the open leads so lead means
22:50
okay uh so lead for a company means if at all venkat called uh to mahinder's company saying that
22:59
i need an uh good product of yours so i am a lead for mahinder okay so second way how this lead can
23:08
be right one of the other user uh has launched the mahinders he went to the mahinders website or to
23:16
the microsoft website to order any microsoft related product then he is in lead in the other
23:23
way the third customer he has called to the microsoft in the form of a phone saying that okay
23:28
i need this particular product okay so irrespective of the details that we are having right
23:35
so if you observe here uh this is an out of box related uh things that we have got it
23:40
okay there is no need for you to do it if you observe right openly it means
23:45
okay for my company for my organization who are all the people who has uh shown interest to buy
23:53
to buy my products so those are nothing but the leads okay and to get these particular details
23:59
right uh so example jeremy johnson so this is an uh demo data that was being given here so just for
24:07
jeremy johnson is the person who has raised a request uh who has showed the request uh to buy
24:13
this particular product so for that just in follow-up call can be done okay so these are
24:19
the recent calls and if you observe the other part of it it is an opportunities at risk example
24:24
um there are certain sales has been done but because of certain drop on the revenues example
24:32
this north wind traders because of due to some reasons of the updates or the issues
24:37
uh their particular estimated revenue has been uh going in an uh it is going down so that's why
24:44
this predictive score which is which is very much important like it was saying that 55 percent is
24:50
the predictive score of this particular sales of this particular product or this particular company
24:59
so uh just i will give you a walk through here at then high level we do have the sales accelerator
25:04
as well uh accelerator which will do right so it will yze what are all the leads that are
25:11
present like example if you get an email if you get a phone call or if you get any particular
25:17
other request to get these details right then this sales accelerator can be used and if you
25:24
observe right the sales will have one particular business process flow so these are the just
25:31
technically business process flow what is there and all these things we are going to explain it
25:36
in the coming theme session of this particular live show but simple a business process flow is
25:44
a step-by-step way we are we need to follow certain instructions so that we can get the
25:54
relevant details from then the person who has called us okay for a lead so these are all the
26:00
lead opportunity for sale it is qualified okay if at all any particular person who has
26:09
shown an interest then we will be qualifying it and then we will be going it okay so just simple
26:14
uh this kenya brady is an user he want what is the summary okay so someone of the sales
26:20
executor got this call saying that okay he has shown an interest so what are all the things that
26:25
sales executive has done so if you observe right step one he has sent an introduction email and
26:31
then step two he has done the remainder email so if you observe right these are all the up next
26:37
sequence as a sales executive blindly he can follow this one just send an introduction email
26:43
step two just send an render reminder email based upon the details that he got it from the customer
26:49
he can call the customer once he completes his the customer call right he can he need to send
26:54
then thank you email after that one uh so after giving the customer certain amount of time right
27:00
he can schedule a meeting so these are all the things that are already available here there is
27:05
no need for us to uh simply get uh to reinvent the wheel simply he can uh transfer so this particular
27:15
tab shows about okay this particular contact where is he details where is all this is coming at all
27:21
so don't worry about this email all these the phone details these are all not the correct ones
27:28
these are all the dummy data and all so when coming to here the major things that are present
27:34
here like the activities so these kind of activities right as i told you if example
27:40
uh the sales lead has spoken uh with the customer who has shown the interest then he can simply
27:47
uh create an appointment here saying that okay just uh says follow up
27:55
just uh harry pretty just i am giving it just an optional he will give a follow-up call
28:02
just a location and all so that's what he can give it and then just he can save it okay so once he
28:10
save this one right the appointment has been selected and then by the time it keeps on loading
28:17
right then appointment got it so if you observe in the calendar if you see this follow-up call has
28:25
been done so majorly if you wanted to see all these things right it will take time but generally
28:32
uh with this help of this sales uh app that is present in the dynamic ce it is easy in the same
28:39
way for the tasks also plays an important role in the activities where one can provide any particular
28:45
task example okay so example right generally uh to see in a dashboard how my tasks are present and
28:54
all right so simply right this is a drag and drop mechanism where simply if you see this my tasks
29:00
are open and all so i have done a follow-up here with this review pricing and then what is done
29:08
right just i can do it as in scheduled one so just i will show it here so i have to show it
29:16
this is an complete as in high and then i have to go it here and then i can mark it as in complete
29:27
okay so once this is completed right if you observe right it has automatically
29:33
changed it to here to as in completed the same way we do have the calls so generally
29:40
all the call history there is no need so generally right if at all we call as in
29:46
sales representative if we call any a person right generally what we will do we will note
29:53
down some somewhere in the form of a notebook, all these things and all. But here, if you use this particular seals module or the
29:59
step right automatically there is a call integration that is also present where simply
30:05
uh we can uh create here so saying that okay this what is the thing is here uh so just if you observe
30:13
uh any particular phone call right so just we can give this call summary okay what is this particular
30:19
subject what is the thing that is present and what is the sub description that has been done
30:24
so simply what it will help right as this particular conversation has been recorded
30:28
it will be easy for the other users simply can do it okay and as i said to you before uh these uh
30:40
thus okay just give me one minute so the leads and the opportunities
30:49
and so simple leads means from where we can get uh the product who has the people who have showed
30:58
that opportunities means once a lead gets qualified example venkat has called mahinder and
31:04
mahinder products were very good and venkat i showed an interest to buy that particular product
31:12
so for mahinder and his company i am an opportunity for them okay so to buy that particular product
31:20
obviously and some court all these things will be getting it so all these details i will get it so
31:26
for particular companies right with that is nothing but the accounts uh these are all my
31:32
opportunities that are present so this is an uh dashboard which are present i am not going
31:37
directly into the weeds but simply if you observe right so 5kf automatic is an customer potential
31:43
customer so uh his estimated revenue was 77 500 and his score was 83 and his grade was a so simply
31:51
we can get into these kind of minute details without doing anything if you observe right
31:59
till now i have not created any particular item here just simply i am using whatever the things
32:09
that are available in the product simply we call this as an out of box features that are provided
32:16
in the that are available in this particular product and in the same way right if you observe
32:20
here in the left side in the change area i do have the sales insights in settings and personal
32:25
settings all these things are present which we are going to cover in the coming sessions
32:31
so if you observe here uh as i said about the sales app let me walk through you to the customer
32:37
service app so okay uh so just here as i have completed this particular customer service of
32:44
okay uh what is happening in the scenario right so venkat as in customer has called to the mahinder's
32:50
company and mahinder company has provided an excellent product so i got that particular product
32:56
delivered to my home okay so i am wanted to use that particular product so first i need to
33:04
uh what i have to do right i don't i have some particular doubt like okay how can i
33:09
initiate my warranty okay and other case right okay the product was gum but due to some reasons
33:17
i could not operate it in that particular case right then this customer service will comes into
33:24
the picture so customer service means i am a customer to mahinder's company so mahinder company
33:29
will allocate few of the members as a customer service executors what they will be doing it right
33:35
so they will they will respond to the queries that are being raised by the
33:40
customer so as I have mentioned just I will see it here in the dashboard what
33:46
are all that things that are present simply customer service app will have
33:50
generally write all the cases okay how many cases are there so case or incident or the same so case means how many active cases are there that means for mahinder company or for the microsoft scenario how many
34:05
products have these particular queries from the customers so these are all the things that will
34:11
be you will get it in the active cases and in the same way if at all i am a customer service
34:15
executive and support representative or an executive i have worked on the case and i have
34:22
called to the customer and he was satisfied then in that particular case right that case gets
34:28
resolved so if you observe here this is the things that are present where my activities my draft emails
34:36
as i said before for sales we do have the lead opportunities are the main entities here
34:42
But in the same way, for customer service, we do have the certain important entities or the tables, which we call it as in cases mostly
34:51
Okay. So basic question here, if anyone asks you what are the basic tables that are present in the customer service module, then you have to tell the cases
35:04
okay so if any discussions are happening on the customer related issues and all then you have to
35:09
figure out that okay the cases should be there and these guys who are talking about the customer
35:14
service sub only and also i said these customers are the they could be the accounts or the contacts
35:20
or we can get that social profiles as well so these are all the as i don't have any active social profiles then i cannot get it
35:33
So if you observe, right, the list of cases that are present
35:38
So how can I create any particular case? Simply just I will click on this create and saying that warranty related
35:52
Just I will look for this particular subject. I will take the default one and the customer account, I will take it here
36:00
and i will see that uh pbc company see i have on the fly i am creating in one particular account
36:11
and this is the main uh contact these are the main details that i have to do so save and close
36:18
just i have created an account obviously that account also came so how this particular case
36:23
so as a customer i have called to that particular uh customer representative so what is the
36:30
description so new product was taken very related or to warranty
36:49
warranty details okay so just I have saved this particular case this is how
36:58
simply we'll be creating all this particular case i am not going to give go directly into
37:03
the weeds and also for the case right simply in a customer service hub or in the customer service
37:11
related modules the main thing is write the cases so any customer representative's
37:18
performance will be measured based upon how many cases he got how many cases he has resolved
37:26
and what is the customer satisfaction so generally we call this all this as an sla
37:32
sla is nothing but okay so slas are nothing but one particular service level agreements that means
37:41
uh so okay if at all one particular case has been given with the priority one that priority that
37:47
customer was not satisfied then this will goes to the next stage then the for that sla that means for the escalation to what are all the conditions that are present those all the details that we will be showing it i am not going to tell
38:00
in deep about all these details but just giving an introduction about it okay and that in the same
38:06
way for the customer service also so generally uh what we will get it right so we will get uh certain
38:16
details like uh okay so the new article simple uh so if you observe right uh suggested keywords
38:27
and description save the article with the title and content enables the first suggestion feature
38:31
if at all any new product has been taken by the user then simply this knowledge article what it
38:37
will help right uh so simply uh these are knowledge articles okay any new product has been taken so to
38:45
enable this particular warranty it will take the time of one hour two or two hours of time so this
38:52
is a new knowledge article simply there is no need for the user or a customer service representative
38:58
to go and speak with his boss that means his supervisor what it will help it right these are
39:04
the knowledge article simply for the general knowledge for the csr that is for customer service
39:09
representative to get it and also not only this if you observe right we do have the beautiful things
39:17
like the iot alerts and also the customer salads customer assets example i will say right i will
39:23
give you an uh classic example here we do have in the slides that has been explained by mahinder
39:30
like we do have the field service sub field service related that means if at all any product
39:34
has been uh coming for a warranty expiration then we can what we will do right if it is any product
39:41
is under warranty then if it gets prepared right then uh any customer service or the field
39:49
representatives they can directly go into here or to that place or else we do have a certain
39:54
mechanism saying that uh there are certain services has been written such that if any product was not
40:01
working as a promising then uh without having any practical or the human interaction in the
40:09
first initial discussion simply we can configure these iot alerts and all and if you observe here
40:16
we do have the service and help and support also these details are present so that is where we are
40:24
going to get these details and also just for the time being as we are running out of this particular
40:31
time we do have the other main modules that are also present those are the marketing and as well
40:36
as the field service okay so in order to enable these field service and marketing right a few of
40:43
the apps that needs to be enabled okay and in between if at all if you get some kind of details
40:51
like how we need to get started there is no need to worry here if you observe here in any of the
40:59
module whether it is sales or whether it is the customer service hub right then we do have
41:07
this place where the learn resources is there if you click on this particular resources then we
41:14
will get get started with the sales what are the details that are present so simply it will help
41:20
you to navigate to the right documentation that was given by the microsoft and also it will help
41:27
you uh to provide related details regarding it so mahinder so with that right just an introduction
41:37
about what is the sales and the service modules in the dynamic ce what are all the important things
41:42
that are present hope i have given a good introduction about these first show uh so mahinder if you wanted to add a few of the closing notes then that would be good Thank you Venkates
41:58
It's a very good introduction about the basic modules of Dynamics 365
42:03
As Venkates said that there are other apps and those apps we have not set up the trial yet
42:10
We need to configure that trial and only after that we can show that
42:15
So we will be showing those apps in the, you know, later on sessions that we have for us
42:20
And like here on that documentation, so Microsoft has now, as I said, like, you know, in this complete CRM journey
42:28
the one thing that I have seen in the, you know, recent years that Microsoft is working very, very, you know
42:34
hard on that providing documentation for all these products. So earlier, you know, if we talk about that early days of CRM, there was no much documentation on this
42:44
So we used to have one CHM file, you know, this that we used to download and we used to get the details from there
42:50
So there was no online documentation and nothing was there. But nowadays that we have very good documentation available, we have very good videos available that, you know, we can
43:01
There are different paths are designed on the, you know, Microsoft Dynamics Learn
43:06
There are certification paths are there that we can follow. and based on your you know uh role and uh set of responsibilities you can go through those sessions
43:14
and you know take those sessions uh free of course and you don't need to pay on that right so so those
43:21
those are the all things that that is available on the documentation side and i just just want to
43:27
include one more point here that we have uh you know uh some set of uh certification that is for
43:33
specifically for the Dynamics 365 and Power Platform. So maybe we will do one session
43:39
especially for the certification as well. So there are some of the free certification
43:45
also available and Microsoft, time to time provide opportunities that you can take part on those different events
43:53
that Microsoft conduct. And there they provide different set of lessons that you need to complete
43:59
within the specific time duration. and when you will complete that you will get the coupon for the certifications so sometime uh you
44:08
know some of the certifications they are totally free and some of them they are kind of you know
44:12
50 so all all these things are you know available here that uh you know you can take that free of
44:19
course some of the certification as well right so yeah so as as Venkate is showing on the screen
44:26
So here, these are that Microsoft learned, you know, different chapters are there
44:32
So the complete learning path is there that can be followed, you know, if you want to get started with Dynamics 365
44:39
So we hope that, you know, the session, today's session will be beneficiary to you
44:45
And if you are, you know, new to the Dynamics 365, so you might have got a very good, you know, good introduction about Dynamics 365
44:51
and stay tuned with us and we will have more sessions on that
44:55
and then we will go through all these modules one by one in more details
45:00
and then we will also conduct sessions on the Power Platform Tools
45:07
So, I think anything else? Yes, yes. So, as you have told already these things
45:19
right so all those details will be shown will be shared to you all and also just stay tuned
45:25
we are going to conduct and continuous sessions and many of the things that are going to come in
45:31
the future sessions uh yeah that's it from so thank you thank you very much thanks
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