CRM, CRM Software Blog TeamFebruary 18, 2022

Microsoft Dynamics 365 Walkthrough

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Microsoft Dynamics 365 Walkthrough

Let us now consider the Microsoft Dynamics 365 Walkthrough. What does it mean and its features? Scroll down to learn more about the topic.

Introduction 

Microsoft Dynamics 365 Walkthrough is a guide that helps you to set up the Microsoft Dynamics 365 environment and learn the basic navigation and work with the application. Also, with this guide, you will be able to learn how to use Microsoft Dynamics 365 for sales, marketing, and customer service.

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In addition, the Microsoft Dynamics 365 Walkthrough is intended for customers who want to try out Microsoft Dynamics 365 for free for 60 days. Also, you can use this guide as a step-by-step reference on how to get started with Microsoft Dynamics 365.

What Is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a new approach to business applications that combines three powerful applications in one solution: CRM, ERP, and CPM applications. It also offers various cloud-based business solutions and helps you transform your business operations, engage with your customers and partners, grow your business and deliver exceptional experiences for your customers.

So, the benefits of using Microsoft Dynamics 365 are:

  • You can easily integrate it into your current business application.
  • It has a flexible pricing option that allows you to choose the right package according to your needs and budget.
  • It offers real-time data access, reliable security, high availability of data, and no need for any training or maintenance cost.
  • This provides an easy interface with several additional features like mobile access, collaboration tools, social media integration, etc. that enable you to work anytime, anywhere.

Who Can Use This Walkthrough?

So, as mentioned, this walkthrough is targeted towards new users who want to try out Microsoft Dynamics 365 for free for 60 days by using this walkthrough as a step-by-step reference on how to get started with Microsoft Dynamics 365. This walkthrough can also be used by new users who want to start fresh without any product knowledge or experience. This document will also help new users of existing CRM solutions who want to learn about another CRM solution quickly without any knowledge about it. Additionally, this walkthrough is also helpful for existing users who want to learn how to use Microsoft Dynamics 365.

Key Features of Microsoft Dynamics 365

Let us now take a look at the key features of Microsoft Dynamics 365.

Easy-to-use Interface

Microsoft Dynamics 365 is a comprehensive cloud-based business application with an easy-to-use interface. It comprises pre-built business applications that are connected by a common thread of processes, workflows, and data integrations. Businesses can run all areas of their operations on a single platform.

Highly Customizable

It offers flexible customization options that allow you to set your business processes and workflows. Also, create new entities and modify data quickly. The out of the box capabilities are easy to configure and easily adaptable.

Mobile Access

It provides mobile access via the web, Windows, and Android devices so that you can access your information anytime, anywhere.

Enterprise Collaboration Tools

It offers enterprise collaboration tools like discussion groups, comments, and blogs that enable you to collaborate with team members in real-time and share experiences with them. It also allows you to connect to social media networks like LinkedIn, Twitter, Facebook, and Youtube from within the application.

Data Integration with Other Applications & ERP Solutions

It integrates with other applications for better data management, superior customer experiences, and timely insights about your business operations. It also connects with other ERP solutions like SAP, Oracle, and Salesforce for better data management, superior customer experiences, and timely insights about your business operations.