When you first sign in to Dynamics 365, it's important to familiarize yourself with the interface and basic setup. First, select the appropriate app (Sales, Customer Service, Field Service, Marketing...) from the main menu. Then, take some time to explore the

In the Sales module of Dynamics 365, two important concepts are Leads and Opportunities . Once a lead is qualified, you can convert it to a contact or account, and create a sales opportunity to track its progress. You should start by opening the Accounts/Conta

Automation is key to saving time and increasing productivity. In Dynamics 365, you can use Power Automate to build flows that automatically send an email to the manager, create a follow-up task for the employee, and update the status when an opportunity is cre

One of the strengths of Dynamics 365 is its integration with Power BI -- which helps you turn raw data into strategic insights. For example, you can create a dashboard that shows the number of opportunities by region, conversion rate, and sales by month. To ge

The Customer Service module in Dynamics 365 allows you to handle requests, complaints, and customer care professionally. First, configure Service Level Agreements (SLAs) and Entitlements to ensure each request is processed within the committed time. When custo

In a manufacturing or retail environment, the Dynamics 365 Supply Chain Management (SCM) module helps manage inventory, coordinate transportation, and optimize the supply chain. You start by setting up warehouse management , location codes , and product catego

The Human Resources module in Dynamics 365 helps you manage the entire employee lifecycle: recruitment, onboarding, training, performance reviews, and development. Start by importing an employee profile with basic information, contracts, skills, and work histo