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Dynamics 365 Sales Configuration Tutorial

Dynamics 365 Sales has a lot of features out of the box ready to use, but most organisations want to configure and customize it to their own unique requirements or business processes. In this tutorial I take you step by step through 3 of the main types of configurations you can do - adding and removing columns from tables, forms, and views, tailoring the lead to opportunity business process flow, and creating a new table and relationship. If you're interested in doing the MB-210 exam or configuring for your own business, you'll find this helpful. Contents: 00:00 Introduction 01:36 Environments and Solutions 04:07 Add and remove table columns 17:08 Change the lead to opportunity business process flow 21:15 Create a new table and relationship 29:41 Edit the navigation menu 32:49 Further learning