What is Dynamics 365?
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- เผยแพร่เมื่อ 1 มิ.ย. 2024
- Dynamics 365 is a suite of business applications covering both CRM and ERP. It it made up of modular applications that can be used alone or together, integrated with your other systems, and configured or customised to your specific needs. This video is a 10 minute overview of all the apps in Dynamics 365:
0:00 - What is Dynamics 365?
1:18 - Dynamics 365 Customer Engagement
1:30 - Dynamics 365 Sales
2:00 - Dynamics 365 Customer Service and Field Service
3:30 - Dynamics 365 Marketing
5:10 - Dynamics 365 Customer Insights
6:03 - Dynamics 365 Customer Voice
6:34 - Dynamics 365 Finance and Operations
6:49 - Dynamics 365 Finance
7:06 - Dynamics 365 Supply Chain Management
7:17 - Dynamics 365 Commerce, Human Resources, and Project Operations
7:36 - Dynamics 365 Business Central
7:55 - Mixed Reality and AI applications
9:02 - Dynamics 365 and the full Microsoft stack
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Connect with me:
☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie
🦉 Learn more about AI: aka.ms/learnwithlisa
🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/
📼 TikTok: www.tiktok.com/@lisa.crosbie
🐦 X (Twitter): twitter.com/LisaCrosbie
📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/
Very comprehensive and to the point introduction to this program. Thank you.
After days (weeks in total) of researching CRM & ERP options, solutions and capabilities, I've just found and watched a few of your videos and have got more out of them in a couple of hours of taking notes and initial planning for my business case, than anything other source of info. I love that you're straight to the point, informative but not info overload, and very concise. Thank you so much! I have a bit of catching up to do, but keep the great videos coming 👍👍
Thank you so much, that's exactly what I'm aiming for, to simplify and explain and make it easy to find the information you need, so I really appreciate your comment.
Agree ... excellent videos
I have an job interview that requires me to explain what is D365. Thank you for saving my time and life 😭
No worries, good luck!
Same here!!
Did you get the job
Great work Lisa keep them coming. SO much is happening in the MS world that we need to continuously keep on the case as to what is covered/possible.
THE BEST summary of Dynamics that I've seen to date, really well done!
Thanks so much 😊
Very clear introduction, thanks Lisa!
Really crisp overview. Thanks.
This is really helpful! It's easy to get lost in the weeds of a specific part of Dynamics 365. So it's refreshing to see the entire environment explained in a succinct way like this. Thanks!
Glad to have helped!
This is great - my organization is likely transitioning out of the system they're currently using, and a 10 minute summary like this could go a long way for folks who need an overview of what Dynamics can provide. Thanks!
Excellent, very happy to hear this will help
This was so detailed and insightful. Thank you
Precise and crisp explanation of each topic 👍🏻
Thank you so much for this precise, straight to the point explanation.
In less than half-an hour, I have gained the full understanding of what I have always wanted to know about this product. You have answered most of the questions I had. Thanks.
Awesome, so happy to have helped.
Just subscribed. Thanks Lisa very clear and staright forward explanations.
thanks for this overview. it was very informative. i am a business analyst who have not directly used ms dynamics 365 so this was great exposure for me to dive deeper
Very clear explanation and easy to understand. Just what I was looking for.👌
Awesome, thanks!
Excellent presentation. Many thanks.
Great video and very informative , thank you very much !!
Thank you Lisa! This is really great!
Amazing video. Thank you so much for preparing this Lisa. 5 star video!
Glad it was helpful, thank you.
Fantastic video, Lisa. Your Power BI video intros greatly improved that learning portfolio. Now my D365 teammates are discovering your talents. Great stuff.
Awesome, so glad to have helped, thank you.
This provides a great grounding in Dynamics 365 . Thanks for posting Lisa!
Great video. Thank you!
Verry clear explanation, Cheers
Well explained! Thank you!
Useful video🎉thank you so much❤
Wow, the Mixed Reality capabilities are impressive.
I hardly ever leave a comment on videos but this deserves 👏
You have explained this well for me
Thank you so much!
Great video! Thanks so much for sharing.
Very well explained, Lisa! Keep sharing valuable stuff😃
Thank you so much, plenty more to come :-)
Great video very informative.
Thank you for simplifying the Microsoft Dynamic platform. Be well.
Glad to have helped, and thank you.
great explanation.. thank you.
Thank you. I'm preparing for the MS-900 certification and this is very helpful. (My employer instructed me to take AZ-900, MS-900, and CS-900.)
Good luck!
Very good, Lisa !
excellent demonstration
Best explanation🎉
Helpful video!
Great summary
Simple awesome ... you are Star of D365 ... thanks and keep sharing more videos, it's helping a lot to understand this new area. thanks... :)
Thank you so much. I’m getting a lot of interest in more Dynamics 365 content so definitely more coming.
I needed this, I have an interview tomorrow & the position key points includes knowledge of D365
Good luck 🤞
For the last 10 years I called it Customer Records Management. Mind blown
This is so great to update my knowledge about Dynamics 365.
Anyways, do you have full tutorial for Dynamics 365 CRM both for Functional and Technical side?
I am D365 F&O developer, and now I am looking to learn more about Dynamics 365 CRM.
Your explaination so clear for me. I was starting with Power Apps tutorial form your channel.
Thanks you Lisa! 😁
So far I’ve just done this tutorial for Dynamics 365 Sales Microsoft Dynamics 365 Sales (CRM): Tutorial for Beginners
th-cam.com/video/3Lfs5fAc1bU/w-d-xo.html
thank you very much
very useful
greate, this video is the misssing puzzle,
thank you Lisa
Awesome, love hearing that, lots of people requested this one.
Superb
Short and informative, will be very useful if you can cover all these in to a digram .
Thanks for the suggestion, I’ll have a think about how to do that.
Hey Lisa, what a gem of a channel. Thank so you much! I was wondering if you had any tutorials about custom entities and how to relate them with existing activity entities. I am struggling with a use case where adding timeline to a custom entity only shows "Notes" while I need Emails,Tasks,Appointments etc just like we have for OOB entities like Leads and Contacts. I was thinking I would use a OOB entity in sandbox and import it into my production in a solutions but I am afraid it would merge with the existing OOB entity in production so I am super confused. Thanks for your help.
I haven't got a video specifically on that, but when you create the custom table, in the properties/advanced section, there is a checkbox to enable it for activities - if you check that, you will have the timeline and all the relationships with the OOTB activity tables.
the help docs on Microsoft are an absolute nightmare. Thank you! This cleared so much up. Do I have to buy 365 Dynamics?
If you want to get a free trial to start with, go to dynamics.microsoft.com/en-us/dynamics-365-free-trial/ - beyond that, yes, you need to purchase licenses to use it.
EVERYTHING about MS platforms is a nightmare. All the "partners" out there pushing it are complicit.
Is there perhaps a video on the credit control side of this program? Also perhaps on the task option. To create task reminders for yourself?
Thanks, I'll definitely do something on tasks, but I don't work with the Finance side enough to tackle credit control.
Excellent video.
Do you have anything that cover Business Central?
Not at this stage, I haven’t used Business Central before.
To sad you don´t have more tutorials on F&O. You really good at explaining and i wish i could watch such a video series from you,
Sorry, not my area, I won't be doing any content on F&O any time soon, but thanks!
Lisa I want learn and pass fundamentals but I was made redundant. how do I get free access to ms 365 dynamics BC interface to learn? Regards Jason
Hi Lisa, Thanks for the video, what is the difference between Customer Service app and Filed service app. Could you plz share your experience.Thanks
Customer service is for Case Management, service tickets where you need to resolve customer enquiries, complaints, feedback etc, a call center type of secnario. Field Service is where you need to send skilled workers or tecnicians out into the field or to customer sites to complete work orders. They actually work seamlessly together, the customer database tables (account and contact) are the same, so you can go from a service request/ticket (customer service) and turn it into a work order (field service) if you have that use case. Or you can use either one alone.
2 questions. What's the difference between ms 365 and dynamics 365 and what are the entry level jobs for this?
a great introduction to D365! and I like your voice and accent!
Thank you kindly!
Hi Lisa, just seeing what Dynamics can do..one question, is it capable for use in a Corporate Environment??
Absolutely yes, it's very widely used in mid size and large corporates
Great review 👍
Would you recommend any online cources to learn?
Thanks!
Thanks! You'll find my tutorial on Dynamics 365 Sales here: th-cam.com/video/DhnhWwcsSvQ/w-d-xo.html
And I'm going to do more this year.
You'll find a lot of free courses on Microsoft Learn: aka.ms/learn
@@LisaCrosbie Thank you Lisa!
I’m looking for something that can be used within social work/direct service nonprofit case management. Is this something that would be suitable to manage clients and their assigned care workers or is this only useful for sales/business industry? We’ve used sales force but it’s not user friendly and complicated to use. This seems appealing because our organization uses Microsoft for everything.
Yes, I work for a Microsoft partner where we have built solutions exactly like this using Dynamics 365 - if you're in Australia reach out to info@barhead.com
Thanks for this useful information, how can we implement these softwares in our business?
From where should we start?
I'd suggest reaching out to a local Microsoft partner in you area who does Dynamics 365 implementations. They can guide you or give you specific advice.
Hey Lisa, every time I go into a different tab and I go back to another tab in dynamics I have to refresh dynamics, so annoying .. Is this how it's supposed to be?
No, that's definitely not how it's supposed to be.
I worked with ms dynamics for 2-3 months maybe, then had it on my cv but I keep getting contacted by recruiters and now I am curious, how long this will take me to learn most things? Is it still useful if I have no tech background?
I don't have a tech background, I've learned everything I know on the job, consuming a lot of learning content, and getting hands on experience and practice. A career with Dynamics 365 (low code) is definitely achievable without a tech background. The more you do the more you learn and you have to be committed to continuous learning. It's very hard to put a time frame on it - you could learn enough to get a certification in a week, but the more hands on experience you have the more valuable your experience really is to an employer. Getting a job as an internal D365 person is a more likely starting point than in consulting (which usually needs greater depth and length of experience to apply your skills across multiple scenarios). Good luck.
Hi,
How can a business avail Sales, Marketing and Service applications. Do they need to purchase licenses for each one of them or do they come bundled together as well?
Yes, you need to purchase licenses for each use for Sales and Service (although if a user needs both, the second one is considerably cheaper as a 'bundle' price). Marketing is licensed per tenant based on the number of people you reach with your marketing.
Thank you for the response. 😊@@LisaCrosbie
Hi mam. Really appreciate your efforts. Can I ave this ppt and script.
Thought i recognised you! Saw a few clips of yours on the PL300 course!
Ah, yes, finding me there is a little Easter Egg!
Is b2b Commerce comes under Dynamics 365 Finance & Operations? Thanks
Yes the Commerce app (e-commerce for a website) sits under F&O. If you’re looking for selling B2B from a sales point of view - managing account relationships and pipeline, that’s Dynamics 365 Sales
When onboarding customers I currently get them to complete a PDF application form and email it to me. Can I use Dynamics to build an online form and send a link to the customer for them to complete? Then have that information flow into the Dynamics system?
Or would the online form be something I need to build outside of Dynamics?
You can do this using Microsoft Forms (part of your Microsoft 365 suite of apps) - create the online form there, then use Power Automate so that each time a form submission is received, the data is added as a record into Dataverse (the database that sits underneath Dynamics 365). I've added it to my list to do a video on this.
I LOVEEEEEE Your Video. Due to this Video I will NOT continue with Hubspot. I was looking for an alternative, sine Hubspot is one of the moste expensive CRMs. I was about to buy a license for SalesForcewhen I came across your Video. Due to youe Video I will save a lot of money and time.
Do you have any Videos on how to transfere Hubspot Data into Dynamics?
Againg: Great Content!
That's awesome, great to hear, thank you. I haven't done anything with moving data from hubspot yet, sorry. If it offers a way to export to Excel then importing from Excel into Dynamics is easy.
How does licensing work in a group environment. 3 businesses have independent customer lists that are part of the same business group and want to share a central contact list. Does that mean they need to purchase 3 of whatever licenses
If you’re looking at D365 Sales - every user needs a license. There are full licenses for people who use all the functionality and Team Member licenses for those who need read only basic access. You control the access to each independent list with security and permissions in the app, for who can read, edit, delete etc
@@LisaCrosbie thank you. Do you consult on specific set ups? Have a few questions that I wouldn’t expect you to be assessing for free
Nice one! Now do a vid on the licensing 😜
I’m not afraid of licensing videos, I’ve done Power Apps and Power Pages. Might just do it!
is it possible for me just to buy the Microsoft Dynamic CRM?
Yes, details are here www.microsoft.com/en-au/dynamics-365/products/sales
cual es la diferencia entre dynamics 365 business central vs finance and operations?
Business Central is designed for smaller businesses, F&O is an enterprise (much bigger) solution.
Thanks for the info!
Great content but the amount of commercial is too much. I got 4 ad breaks in this 10 minute video. I don't know if you can influence this and I understand that you want to earn money, but if there's a throttle, I suggest lowering it a bit.
Thank you for pointing that out, there was something strange going on with the ad placement on that video, I've fixed it.
Hi. Where can I find a reviewer
What do you mean?
@@LisaCrosbie Ms dynamics reviewer. If there is.
So this is Micosofts' answer to Salesforce?
Has been for years, and now actually capable of more than salesforce because it's an entire platform, not just CRM in isolation.
Lisa, is there any certification for Dynamics 365 that you recommend? Thank you!
There are quite a lot of certifications for D365 so depends on whether it's CRM or ERP and what level you want to be certified at - here's my guide th-cam.com/video/hLWMrC9W-OU/w-d-xo.html
Great video.
But Blue on Blue makes it very hard to read.
Sorry about thac will keep that in mind and not use the same in future.
god damn this shit is boring, but thank you Lisa for knowing it for me.
Oh you made me actually laugh out loud with that, thank you!
Microsoft makes such terrible resources for us to understand this by ourselves, its all vague marketing terms about realising potential and revolutionising workflows. Nice video
There is certainly a different angle in creating content from the community side than the Microsoft side - I hear the questions and confusion from customers and that helps me make relevant content. So glad this helped you.
I DONTTTTTTT UNDERSTAND WHYYYYYYYYYYYYY all the dynamics 365 videos on youtube have such low volume ,like notthingggggggggggggggggggggggggggggggggis audible clearly
I used a proper microphone as I do with all my videos and the audio sounds loud and clear to me?
صباح الخير عليكم
microsoft to the moooon
Always makes me laugh to hear consultant type people (were you a consultant, by chance?) talking pie in the sky unicorns & rainbows with platforms like this. Then when someone actually has to implement it... it's a total nightmare. MS platforms are a nightmarish behemoth. Horrible experience. The reality never matches the hype.
Your experience is clearly very different from mine, but of course you can take any system and have a nightmare implementation. I’ve seen some great outcomes with Dynamics 365.
The reason i don't like women's videos on TH-cam.... unnecessary talks.
This is an advertisement, not an introduction to Dynamic 365
this is a copy of salesforce? Microsoft is a beast and wants to take over everyithing.
Not a copy, a competitor!
So does Dynamics come with a Microsoft 365 Enterprise subscription?
Dynamics 365 Is a separate license from Microsoft/office 365