Dynamics 365 – Sales Demo

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

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