Dynamics 365 is a cloud-based solution from Microsoft for businesses to streamline customer relationship management and enterprise resource planning. All the Dynamics 365 applications integrate with the Microsoft Office 365 tools you already know, like Excel and Outlook, and with analysis tools like Power BI and customization tools like Flow. Dynamics 365, Business edition—which was customized for small to midsize businesses—was launched late in 2016 with Dynamics 365 for Financials.
In this course, learn how to power your business with Dynamics 365, Business edition. Gini von Courter walks you through how to navigate the suite, create and edit records, and print reports. She also shows you how to work with vendor information, create and post invoices, manage sales interactions, apply customer payments, reconcile accounts, and more.
Navigating in Dynamics 365
Creating, saving, and editing a record
Viewing and printing a report
Working with purchasing
Creating and posting a purchase invoice
Working with sales
Recording interactions and updating the opportunity
Working with finance