How to Customize Dynamics 365 Sales (CRM): Tutorial


Learn how to configure Dynamics 365 Sales to meet your unique business requirements in this tutorial. The video covers adding and removing columns from tables, forms, and views, tailoring the lead to opportunity business process flow, creating a new table and relationship, and editing the navigation menu. Whether you're preparing for the MB-210 exam or configuring for your own business, this step-by-step guide will be helpful.


Video 22m

Login now to access my digest by 365.Training

Learn how my digest works
Features
  • Articles, blogs, podcasts, training, and videos
  • Quick read TL;DRs for each item
  • Advanced filtering to prioritize what you care about
  • Quick views to isolate what you are looking for right now
  • Save your favorite items
  • Share your favorites
  • Snooze items you want to revisit when you have more time