Specialized Views in Dynamics 365 CRM
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- เผยแพร่เมื่อ 26 พ.ย. 2024
- In this video, discover the various views in Dynamics 365 CRM to manage your opportunities more effectively. We'll cover the Calendar View for tracking close dates, the Kanban Board for visualizing stages, the Pipeline View with deal trackers and sales funnels, and the Focused View for a graphical, card-like format.
Note: There are technically five different Dynamics 365 apps that serve various CRM needs, including Dynamics 365 Sales, Dynamics 365 Customer Service, and more. In some contexts, you may also see these products referred to as “Customer Engagement” or “CE” apps.
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See related playlist here:
Dynamics 365 CRM • Dynamics 365 CE (CRM)
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