Microsoft Dynamics 365 CRM Navigation and Dashboard Demo
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In this video, we take a look at how to navigate Microsoft Dynamics 365 CRM. You will also dive into dashboards and how they work in D365. You can have multiple dashboards – if you look at an executive dashboard you can easily see data that answers questions like:
- What does our sales pipeline look like?
- Who are some of our top customers?
- Where are our leads coming from?
- What's the priority level based off of the types of activities that are going on?
- What does revenue look like on a monthly basis?
These aren't just static dashboards where you can visualize information. You actually have the ability to view the underlining records to dive in and understand what’s happening in your business. Take a look at the video to learn more!
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