Migrating from Salesforce to Dynamics 365

1h 33mIntermediate2019-02-26

Authors

Heather Severino

Globally recognized Trainer with over 23 years of experience

Course details

Interested in making the switch from Salesforce to Dynamics 365? In this course, Microsoft Certified Trainer and MVP Heather Severino equips you with the information you need to make your transition a seamless one. Heather steps through how to migrate your sales workflows from Salesforce to Dynamics 365, detailing how to run reports, work with contacts and leads, and close deals in Dynamics. Plus, get tips that can help you get the most out of this popular application, including how to work with Dynamics 365 from Microsoft Outlook and integrate SharePoint for a centralized place to access documents and other resources.

Learning objectives
Navigating the Sales workspace
Working with leads
Collaborating in Dynamics 365
Mapping tasks and recurring appointments
Creating sales reports
Moving data from Salesforce to Dynamics
Working with Microsoft Flow
Integrating with SharePoint

Skills covered

Dynamics 365MigratingSalesforce.comSalesforceCRM SoftwareCustomer ServiceSalesBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

01 - Stay productive when switching CRM
02 - Managing change
03 - Who is this course for

1. Dynamics - Get Started

04 - Basics of Dynamics
05 - Navigate the Sales workspace
06 - Sales flow overview

2. Map Workflows

07 - Work with leads
08 - Collaborate in Dynamics 365
09 - Differences in contact status
10 - Map tasks
11 - Map recurring appointments
12 - New features of Dynamics 365

3. Rethink Reporting

13 - Create sales reports
14 - Modify dashboards

4. Make the Switch

15 - Move data from Salesforce to Dynamics
16 - Avoid working in both platforms
17 - Recreate email templates

5. Get the Most Out of Dynamics

18 - Work with Microsoft Flow
19 - Integrate with SharePoint
20 - Work with Dynamics 365 in Outlook

Conclusion

21 - Resources
22 - Next steps