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A Tour of Microsoft Dynamics 365 – Sales Hub

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A Tour of Microsoft Dynamics 365 – Sales Hub

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#microsoft365 #microsoftdynamics365 #msdynamics #saleshub #crm #crmdemo #crmmarketing

In this episode, David is joined by Senior CRM Practice Manager at BDO Digital, Sean Baker. Sean gives us a high-level tour of Microsoft Dynamics 365 Sales Hub and demo’s the platform’s lead management capabilities.

Watch as David and Sean explore:

-The value propositions of Microsoft Dynamics.
-How to navigate the Sales Hub.
-The importance of tracking the digital body language or your leads and prospects.
-Converting a lead to an opportunity.

Get in Touch with our CRM team:
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*** Timestamps ***
00:00 An Overview of Microsoft Dynamics 365 – Sales Hub
02:06: Review of Navigation in Microsoft Dynamics – Sales Hub
03:09: Review Sales Dashboard in Microsoft Dynamics – Sales Hub
03:55: Review of Activities in Microsoft Dynamics – Sales Hub
04:33: Review of My Active Accounts in Microsoft Dynamics – Sales Hub
06:36 Review of My Active Contacts in Microsoft Dynamics – Sales Hub
07:07 Review of My Open Leads in Microsoft Dynamics – Sales Hub
09:16: Review of My Open Opportunities View in Microsoft Dynamics – Sales Hub
10:04 Review of Competitors View in Microsoft Dynamics – Sales Hub
11:02 Marketing Lists in Microsoft Dynamics – Sales Hub
11:34 Cases in Microsoft Dynamics – Sales Hub
12:44 How to Create and Convert Leads in Microsoft Dynamics – Sales Hub
18:25 How to Create a New Activity on a Lead Record n Microsoft Dynamics – Sales Hub
19:37 How to Set Your Estimated Close Date on a Lead Record in Microsoft Dynamics – Sales Hub
19:52 How to Convert a Lead to Closed Won or Lost in Microsoft Dynamics – Sales Hub
20:55 Account Management in Microsoft Dynamics – Sales Hub

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Welcome to DemandGen TV, your source for learning the methods and technologies for driving growth. Here you’ll learn the leading marketing and sales technologies as well as the latest marketing strategies, best practices, and tools used by modern marketing practitioners. We regularly feature marketing solutions from Adobe, Salesforce, Microsoft, Oracle, HubSpot, to DemandBase, 6Sense, ZoomInfo, Sendoso, and more. Be sure to watch the episodes about our holistic model for digital transformation, known as the D3 Methodology.

DemandGen TV is brought to you by the Demand Generation Group at BDO Digital, an award-winning digital transformation consultancy that provides strategic guidance and hands-on services to marketers around the world.

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