Migrating from Salesforce to Dynamics 365

Learn how to migrate your sales workflows from Salesforce to Dynamics 365. Discover how to run reports, work with contacts and leads, and close deals in Dynamics.

Interested in making the switch from Salesforce to Dynamics 365? In this course, Microsoft Certified Trainer and MVP Heather Severino equips you with the information you need to make your transition a seamless one. Heather steps through how to migrate your sales workflows from Salesforce to Dynamics 365, detailing how to run reports, work with contacts and leads, and close deals in Dynamics. Plus, get tips that can help you get the most out of this popular application, including how to work with Dynamics 365 from Microsoft Outlook and integrate SharePoint for a centralized place to access documents and other resources.

Introduction

• Stay productive when switching CRM
• Managing change
• Who is this course for?

1. Dynamics: Get Started

• Basics of Dynamics
• Navigate the Sales workspace
• Sales flow overview

2. Map Workflows

• Work with leads
• Collaborate in Dynamics 365
• Differences in contact status
• Map tasks
• Map recurring appointments
• New features of Dynamics 365

3. Rethink Reporting

• Create sales reports
• Modify dashboards

4. Make the Switch

• Move data from Salesforce to Dynamics
• Avoid working in both platforms
• Recreate email templates

5. Get the Most Out of Dynamics

• Work with Microsoft Flow
• Integrate with SharePoint
• Work with Dynamics 365 in Outlook

Conclusion

• Resources
• Next steps