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/
Hi Lisa! I just wanted to take a moment to thank you for your amazing instructional videos on Microsoft Dynamics 365. You videos have been incredibly helpful, and thanks to your clear explanations, I was able to create my own model-driven app and canvas app during my job application process, even without any prior IT experience. I'm thrilled to share that I got hired at this IT company because of how well my app turned out, and I owe it all to your guidance. Your expertise and dedication to sharing knowledge are truly inspiring. Keep up the fantastic work, and thank you once again for making complex topics so accessible!☺💟
Awesome! You've got the freshest, most up-to-date scoop on CE out there, and wow, it changes at lightning speed! We just went live with F&O after an 18-month, multi-million dollar investment, and now we’re shifting gears toward Field Services and CE-so much potential ahead! But… the change management with my DevOps team? Not going so smoothly. Our old ERP was a programmer's playground, keeping them busy 24/7, and now they’re diving into CE like, ‘Wait, what’s happening here?!’ They’re definitely seeing concerns on the horizon for their coveted skillset.
In the consulting world there is almost nobody who can do both CE and F&O, they are entirely different skill sets and expertise. There is a lot of crossover with CE and Power Apps (model-driven apps) though. Wishing you all the best as you venture into this!
hey Lisa, thank you for this video, but I was wondering if you would ever take us underneath the hood? MS learning path doesn't teach/educate you on configuration (advanced settings), also ALM, moving a sales module from sandbox to prod etc. Thanks for all you do
Dear Lisa, thank you for your videos. Our small company is trying to implement Dynamics 365 into our workflow and your videos have been very helpful in this process! One thing we cannot figure out however, is that we can make sequences but only for 'leads' and not for 'contacts' or accounts'. We also cannot select templates with the correct/wanted record type. Does this have to do with the licence? We bought the professional licence but weirdly enough we do see the co-pilot and the sales accelerator even though it should not be possible since we dot not have enterprise or premium. I really hope you or somebody who knows the answer could help me out.
Hey, Lisa thank you for the video,I had a question there's a scenario where I had to add a product to the quote but i don't have permission to add , requesting the permission form the admin takes time and the customer needs the product so urgently, is there any alternative that i can add the product and send the quote to customer
Thank you for your great videos. I am your new subscribers. I would like to request that can you make a video on process business flow of ERP? I work in a manufacturing company and we use ERP. Understanding the work flow will make my life easy. Connection between Sales, Manufacturing, Logistics, Delivery Project Management, Manufacturing Engineering?
Hey! I signed up for the free trial but for some reason I keep getting directed to the Power Platform instead of the Dynamics 365 page. Any idea how to fix this?
Hey hi Lisa, I'm currently working on D365 sales related to marketing orgchart, forecast, and core sales areas, and sales acceleration sign-off as manual tester from 3years... I want to switch to other companies , could you guide which companies will hire more related to this domain.. Thank you in advance
Sorry I don’t have a global view of who is hiring in this area, perhaps try searching Dynamics 365 Sales on LinkedIn or reach out to any business applications partners in your area. Good luck.
how do i search for a specific item sold in a day? let's say i want to keep a record of a named product i sell. and i want to be able to generate a daily report to see how many pieces of that product i have sold in a day. Thanks
You can store the products in the products table. There is a series of tables where you can store quote/order/invoice but if you have a very simple sales process and don’t need that I’d just have a simple Sales table where one product had many sales. Each row in the sales table looks up to a product and shows the date, quantity, value. Most organisations have that data in their ecommerce or ERP systems though rather than CRM but you could choose to integrate it.
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/
Lisa, thank you for this fantastic walk through! I am new to Dynamics 365 Sales and Power Apps but after watching your videos I feel like a pro!
Hi Lisa! I just wanted to take a moment to thank you for your amazing instructional videos on Microsoft Dynamics 365. You videos have been incredibly helpful, and thanks to your clear explanations, I was able to create my own model-driven app and canvas app during my job application process, even without any prior IT experience. I'm thrilled to share that I got hired at this IT company because of how well my app turned out, and I owe it all to your guidance. Your expertise and dedication to sharing knowledge are truly inspiring. Keep up the fantastic work, and thank you once again for making complex topics so accessible!☺💟
👍The best summary of Sales I have ever seen. Top! :)
Excellent - just the kind of summary I wanted to read.
You must be very popular - there were so many adverts in the first half hour. A tribute to you.
Ah, sorry about all the ads, that doesn't always happen! But thank you
Thanks!
Thank you so much ☺️
Lisa, your videos are very helpful.
Great video, relevant for the business I am working for as we are looking to integrate everything into Microsoft (including our CRM!!!)
Awesome! You've got the freshest, most up-to-date scoop on CE out there, and wow, it changes at lightning speed! We just went live with F&O after an 18-month, multi-million dollar investment, and now we’re shifting gears toward Field Services and CE-so much potential ahead! But… the change management with my DevOps team? Not going so smoothly. Our old ERP was a programmer's playground, keeping them busy 24/7, and now they’re diving into CE like, ‘Wait, what’s happening here?!’ They’re definitely seeing concerns on the horizon for their coveted skillset.
In the consulting world there is almost nobody who can do both CE and F&O, they are entirely different skill sets and expertise. There is a lot of crossover with CE and Power Apps (model-driven apps) though. Wishing you all the best as you venture into this!
hey Lisa, thank you for this video, but I was wondering if you would ever take us underneath the hood? MS learning path doesn't teach/educate you on configuration (advanced settings), also ALM, moving a sales module from sandbox to prod etc. Thanks for all you do
Great video
You are amazing ❤
Dear Lisa, thank you for your videos. Our small company is trying to implement Dynamics 365 into our workflow and your videos have been very helpful in this process!
One thing we cannot figure out however, is that we can make sequences but only for 'leads' and not for 'contacts' or accounts'. We also cannot select templates with the correct/wanted record type. Does this have to do with the licence?
We bought the professional licence but weirdly enough we do see the co-pilot and the sales accelerator even though it should not be possible since we dot not have enterprise or premium. I really hope you or somebody who knows the answer could help me out.
Hey, Lisa thank you for the video,I had a question there's a scenario where I had to add a product to the quote but i don't have permission to add , requesting the permission form the admin takes time and the customer needs the product so urgently, is there any alternative that i can add the product and send the quote to customer
Thank you for your great videos. I am your new subscribers. I would like to request that can you make a video on process business flow of ERP? I work in a manufacturing company and we use ERP. Understanding the work flow will make my life easy. Connection between Sales, Manufacturing, Logistics, Delivery Project Management, Manufacturing Engineering?
Do you also provide one to one teaching for ERP? Non technically just on a high level like managers have the understanding of it
Hey! I signed up for the free trial but for some reason I keep getting directed to the Power Platform instead of the Dynamics 365 page. Any idea how to fix this?
That’s weird; I haven’t seen that before. Hard for me to troubleshoot here, perhaps try the community forums.
Having the same issue. Sales hub is nowhere to be found on the trail
do you know anyone who does material on Dynamics Project Operations? there's like no documentation i can find
Hi there, i am attending conferences and obtaining leads, what is the why and how to upload? Many thanks I couldnt see a video of yours..
Hey hi Lisa, I'm currently working on D365 sales related to marketing orgchart, forecast, and core sales areas, and sales acceleration sign-off as manual tester from 3years...
I want to switch to other companies , could you guide which companies will hire more related to this domain..
Thank you in advance
Sorry I don’t have a global view of who is hiring in this area, perhaps try searching Dynamics 365 Sales on LinkedIn or reach out to any business applications partners in your area. Good luck.
Thank you Lisa ❤
hallo ms. lisa, i have a proble "There was a problem creating your knowledge source.", you have a solution?
I’ve never seen that message before, what are you doing to get to that message?
@@LisaCrosbie im tried to upload document to copilot knoeledge resource, an the erroe message appeared
how do i search for a specific item sold in a day? let's say i want to keep a record of a named product i sell. and i want to be able to generate a daily report to see how many pieces of that product i have sold in a day. Thanks
You can store the products in the products table. There is a series of tables where you can store quote/order/invoice but if you have a very simple sales process and don’t need that I’d just have a simple Sales table where one product had many sales. Each row in the sales table looks up to a product and shows the date, quantity, value. Most organisations have that data in their ecommerce or ERP systems though rather than CRM but you could choose to integrate it.
Top please make vidéo on how créateur territory mapping in dynamics 365
Communication with customers (email)
Collaboration with team (chat)
Create proposals (online slide tool)
Keep your tech modular...