Dynamics 365 Sales

So we all have our ways of creating demo’s. This is how I prefer to sell the sales module for Norwegian customers. Remember, every customer is unique and may require a lot more config. This demo is intended for the simple overview of the product.

Creating a new Dynamics 365 trial
Creating new solution
Creating a new app
Customizing forms + ICONS + Reference Panels
Installing email router Dynamics 365 Online
Installing Dynamics app for Outlook
Installing SharePoint connector
Installing OrgDBsettingsTool App for Outlook tracking
Creating Demo Data

PowerBI:
Installing PowerBI template Simple
Installing PowerBI Advanced – When you need the data to be live

Presenting the demo:
Presenting the sales solution – YouTube Simple Sales

Coming soon:
FastTrack: Download my file and start the demo