Migrating from Salesforce to Dynamics 365.
(Online Course)
Author
Contributors
Published
Carpenteria, CA linkedin.com, 2019.
Format
Online Course
Status
Description
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Language
English
Notes
General Note
2/26/201912:00:00AM
Participants/Performers
Presenter: Heather Severino
Description
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.
Description
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.
System Details
Latest version of the following browsers: Chrome, Safari, Firefox, or Internet Explorer. Adobe Flash Player Plugin. JavaScript and cookies must be enabled. A broadband Internet connection.
Citations
APA Citation, 7th Edition (style guide)
Severino, H. (2019). Migrating from Salesforce to Dynamics 365 . linkedin.com.
Chicago / Turabian - Author Date Citation, 17th Edition (style guide)Severino, Heather. 2019. Migrating From Salesforce to Dynamics 365. linkedin.com.
Chicago / Turabian - Humanities (Notes and Bibliography) Citation, 17th Edition (style guide)Severino, Heather. Migrating From Salesforce to Dynamics 365 linkedin.com, 2019.
MLA Citation, 9th Edition (style guide)Severino, Heather. Migrating From Salesforce to Dynamics 365 linkedin.com, 2019.
Note! Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy. Citation formats are based on standards as of August 2021.