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/

Very comprehensive and to the point introduction to this program. Thank you.

After days (weeks in total) of researching CRM & ERP options, solutions and capabilities, I've just found and watched a few of your videos and have got more out of them in a couple of hours of taking notes and initial planning for my business case, than anything other source of info. I love that you're straight to the point, informative but not info overload, and very concise. Thank you so much! I have a bit of catching up to do, but keep the great videos coming 👍👍

@LisaCrosbie

Жыл бұрын

Thank you so much, that's exactly what I'm aiming for, to simplify and explain and make it easy to find the information you need, so I really appreciate your comment.

@borntodoit8744

7 ай бұрын

Agree ... excellent videos

I have an job interview that requires me to explain what is D365. Thank you for saving my time and life 😭

@LisaCrosbie

Жыл бұрын

No worries, good luck!

@crsoulfly3341

Жыл бұрын

Same here!!

@JimmyJamesonJnr

23 күн бұрын

Did you get the job

This is really helpful! It's easy to get lost in the weeds of a specific part of Dynamics 365. So it's refreshing to see the entire environment explained in a succinct way like this. Thanks!

@LisaCrosbie

Жыл бұрын

Glad to have helped!

In less than half-an hour, I have gained the full understanding of what I have always wanted to know about this product. You have answered most of the questions I had. Thanks.

@LisaCrosbie

Жыл бұрын

Awesome, so happy to have helped.

This is great - my organization is likely transitioning out of the system they're currently using, and a 10 minute summary like this could go a long way for folks who need an overview of what Dynamics can provide. Thanks!

@LisaCrosbie

Жыл бұрын

Excellent, very happy to hear this will help

THE BEST summary of Dynamics that I've seen to date, really well done!

@LisaCrosbie

Жыл бұрын

Thanks so much 😊

Great work Lisa keep them coming. SO much is happening in the MS world that we need to continuously keep on the case as to what is covered/possible.

thanks for this overview. it was very informative. i am a business analyst who have not directly used ms dynamics 365 so this was great exposure for me to dive deeper

Really crisp overview. Thanks.

Precise and crisp explanation of each topic 👍🏻

Thank you so much for this precise, straight to the point explanation.

Very clear introduction, thanks Lisa!

This was so detailed and insightful. Thank you

Just subscribed. Thanks Lisa very clear and staright forward explanations.

Very clear explanation and easy to understand. Just what I was looking for.👌

@LisaCrosbie

Жыл бұрын

Awesome, thanks!

Fantastic video, Lisa. Your Power BI video intros greatly improved that learning portfolio. Now my D365 teammates are discovering your talents. Great stuff.

@LisaCrosbie

Жыл бұрын

Awesome, so glad to have helped, thank you.

Great video and very informative , thank you very much !!

This provides a great grounding in Dynamics 365 . Thanks for posting Lisa!

Amazing video. Thank you so much for preparing this Lisa. 5 star video!

@LisaCrosbie

9 ай бұрын

Glad it was helpful, thank you.

Excellent presentation. Many thanks.

Well explained! Thank you!

Thank you Lisa! This is really great!

Great video. Thank you!

Great detailed Dynamics 365 overview .... I hope you could make/share a video tutorial of all features 😍 Thank you

Verry clear explanation, Cheers

Great video! Thanks so much for sharing.

Useful video🎉thank you so much❤

This is very helpful, thanks

Wow, the Mixed Reality capabilities are impressive.

Thank you. I'm preparing for the MS-900 certification and this is very helpful. (My employer instructed me to take AZ-900, MS-900, and CS-900.)

@LisaCrosbie

8 ай бұрын

Good luck!

great explanation.. thank you.

Very well explained, Lisa! Keep sharing valuable stuff😃

@LisaCrosbie

Жыл бұрын

Thank you so much, plenty more to come :-)

Great video very informative.

Simple awesome ... you are Star of D365 ... thanks and keep sharing more videos, it's helping a lot to understand this new area. thanks... :)

@LisaCrosbie

Жыл бұрын

Thank you so much. I’m getting a lot of interest in more Dynamics 365 content so definitely more coming.

I hardly ever leave a comment on videos but this deserves 👏 You have explained this well for me

@LisaCrosbie

9 ай бұрын

Thank you so much!

Thank you for simplifying the Microsoft Dynamic platform. Be well.

@LisaCrosbie

Жыл бұрын

Glad to have helped, and thank you.

excellent demonstration

Best explanation🎉

Helpful video!

thank you very much very useful

Great summary

I needed this, I have an interview tomorrow & the position key points includes knowledge of D365

@LisaCrosbie

Жыл бұрын

Good luck 🤞

Very good, Lisa !

This is so great to update my knowledge about Dynamics 365. Anyways, do you have full tutorial for Dynamics 365 CRM both for Functional and Technical side? I am D365 F&O developer, and now I am looking to learn more about Dynamics 365 CRM. Your explaination so clear for me. I was starting with Power Apps tutorial form your channel. Thanks you Lisa! 😁

@LisaCrosbie

Жыл бұрын

So far I’ve just done this tutorial for Dynamics 365 Sales Microsoft Dynamics 365 Sales (CRM): Tutorial for Beginners kzread.info/dash/bejne/ZYCa1ZefccaXkrg.html

greate, this video is the misssing puzzle, thank you Lisa

@LisaCrosbie

Жыл бұрын

Awesome, love hearing that, lots of people requested this one.

Short and informative, will be very useful if you can cover all these in to a digram .

@LisaCrosbie

10 ай бұрын

Thanks for the suggestion, I’ll have a think about how to do that.

Hey Lisa, what a gem of a channel. Thank so you much! I was wondering if you had any tutorials about custom entities and how to relate them with existing activity entities. I am struggling with a use case where adding timeline to a custom entity only shows "Notes" while I need Emails,Tasks,Appointments etc just like we have for OOB entities like Leads and Contacts. I was thinking I would use a OOB entity in sandbox and import it into my production in a solutions but I am afraid it would merge with the existing OOB entity in production so I am super confused. Thanks for your help.

@LisaCrosbie

8 ай бұрын

I haven't got a video specifically on that, but when you create the custom table, in the properties/advanced section, there is a checkbox to enable it for activities - if you check that, you will have the timeline and all the relationships with the OOTB activity tables.

Superb

For the last 10 years I called it Customer Records Management. Mind blown

Lisa I want learn and pass fundamentals but I was made redundant. how do I get free access to ms 365 dynamics BC interface to learn? Regards Jason

This was a really helpful video! I only have one question if a company was looking forMicrosoft Dynamics 365 CE Software Engineer what would they be looking for? Would it be a person who knows how to use all of these applications or just a few? If so which ones should I learn? Thank You

@LisaCrosbie

Күн бұрын

Generally speaking the functional consultants and developers for Dynamics 365 are able to cover either (1) CRM - Sales, Service and sometimes also Marketing applications (although Marketing is its own specialty) or (2) ERP applications - finance, operations, supply chain. It is very rare for someone to be across both areas.

Excellent video. Do you have anything that cover Business Central?

@LisaCrosbie

Жыл бұрын

Not at this stage, I haven’t used Business Central before.

To sad you don´t have more tutorials on F&O. You really good at explaining and i wish i could watch such a video series from you,

@LisaCrosbie

Жыл бұрын

Sorry, not my area, I won't be doing any content on F&O any time soon, but thanks!

the help docs on Microsoft are an absolute nightmare. Thank you! This cleared so much up. Do I have to buy 365 Dynamics?

@LisaCrosbie

Жыл бұрын

If you want to get a free trial to start with, go to dynamics.microsoft.com/en-us/dynamics-365-free-trial/ - beyond that, yes, you need to purchase licenses to use it.

@allthecommonsense

Жыл бұрын

EVERYTHING about MS platforms is a nightmare. All the "partners" out there pushing it are complicit.

2 questions. What's the difference between ms 365 and dynamics 365 and what are the entry level jobs for this?

Is there perhaps a video on the credit control side of this program? Also perhaps on the task option. To create task reminders for yourself?

@LisaCrosbie

Жыл бұрын

Thanks, I'll definitely do something on tasks, but I don't work with the Finance side enough to tackle credit control.

Great review 👍 Would you recommend any online cources to learn? Thanks!

@LisaCrosbie

Жыл бұрын

Thanks! You'll find my tutorial on Dynamics 365 Sales here: kzread.info/dash/bejne/dpyiyrmwk9a5prQ.html And I'm going to do more this year. You'll find a lot of free courses on Microsoft Learn: aka.ms/learn

@ca0520

Жыл бұрын

@@LisaCrosbie Thank you Lisa!

Hey Lisa, every time I go into a different tab and I go back to another tab in dynamics I have to refresh dynamics, so annoying .. Is this how it's supposed to be?

@LisaCrosbie

11 ай бұрын

No, that's definitely not how it's supposed to be.

Hi Lisa, Thanks for the video, what is the difference between Customer Service app and Filed service app. Could you plz share your experience.Thanks

@LisaCrosbie

5 ай бұрын

Customer service is for Case Management, service tickets where you need to resolve customer enquiries, complaints, feedback etc, a call center type of secnario. Field Service is where you need to send skilled workers or tecnicians out into the field or to customer sites to complete work orders. They actually work seamlessly together, the customer database tables (account and contact) are the same, so you can go from a service request/ticket (customer service) and turn it into a work order (field service) if you have that use case. Or you can use either one alone.

Hi Lisa, just seeing what Dynamics can do..one question, is it capable for use in a Corporate Environment??

@LisaCrosbie

9 ай бұрын

Absolutely yes, it's very widely used in mid size and large corporates

I’m looking for something that can be used within social work/direct service nonprofit case management. Is this something that would be suitable to manage clients and their assigned care workers or is this only useful for sales/business industry? We’ve used sales force but it’s not user friendly and complicated to use. This seems appealing because our organization uses Microsoft for everything.

@LisaCrosbie

9 ай бұрын

Yes, I work for a Microsoft partner where we have built solutions exactly like this using Dynamics 365 - if you're in Australia reach out to info@barhead.com

Thought i recognised you! Saw a few clips of yours on the PL300 course!

@LisaCrosbie

3 ай бұрын

Ah, yes, finding me there is a little Easter Egg!

a great introduction to D365! and I like your voice and accent!

@LisaCrosbie

Жыл бұрын

Thank you kindly!

Thanks for this useful information, how can we implement these softwares in our business? From where should we start?

@LisaCrosbie

7 ай бұрын

I'd suggest reaching out to a local Microsoft partner in you area who does Dynamics 365 implementations. They can guide you or give you specific advice.

Is b2b Commerce comes under Dynamics 365 Finance & Operations? Thanks

@LisaCrosbie

10 ай бұрын

Yes the Commerce app (e-commerce for a website) sits under F&O. If you’re looking for selling B2B from a sales point of view - managing account relationships and pipeline, that’s Dynamics 365 Sales

Hi, How can a business avail Sales, Marketing and Service applications. Do they need to purchase licenses for each one of them or do they come bundled together as well?

@LisaCrosbie

8 ай бұрын

Yes, you need to purchase licenses for each use for Sales and Service (although if a user needs both, the second one is considerably cheaper as a 'bundle' price). Marketing is licensed per tenant based on the number of people you reach with your marketing.

@user-nq5up7wd2w

8 ай бұрын

Thank you for the response. 😊@@LisaCrosbie

I worked with ms dynamics for 2-3 months maybe, then had it on my cv but I keep getting contacted by recruiters and now I am curious, how long this will take me to learn most things? Is it still useful if I have no tech background?

@LisaCrosbie

Жыл бұрын

I don't have a tech background, I've learned everything I know on the job, consuming a lot of learning content, and getting hands on experience and practice. A career with Dynamics 365 (low code) is definitely achievable without a tech background. The more you do the more you learn and you have to be committed to continuous learning. It's very hard to put a time frame on it - you could learn enough to get a certification in a week, but the more hands on experience you have the more valuable your experience really is to an employer. Getting a job as an internal D365 person is a more likely starting point than in consulting (which usually needs greater depth and length of experience to apply your skills across multiple scenarios). Good luck.

Hi mam. Really appreciate your efforts. Can I ave this ppt and script.

How does licensing work in a group environment. 3 businesses have independent customer lists that are part of the same business group and want to share a central contact list. Does that mean they need to purchase 3 of whatever licenses

@LisaCrosbie

6 ай бұрын

If you’re looking at D365 Sales - every user needs a license. There are full licenses for people who use all the functionality and Team Member licenses for those who need read only basic access. You control the access to each independent list with security and permissions in the app, for who can read, edit, delete etc

@martyfromorb

6 ай бұрын

@@LisaCrosbie thank you. Do you consult on specific set ups? Have a few questions that I wouldn’t expect you to be assessing for free

is it possible for me just to buy the Microsoft Dynamic CRM?

@LisaCrosbie

3 ай бұрын

Yes, details are here www.microsoft.com/en-au/dynamics-365/products/sales

I LOVEEEEEE Your Video. Due to this Video I will NOT continue with Hubspot. I was looking for an alternative, sine Hubspot is one of the moste expensive CRMs. I was about to buy a license for SalesForcewhen I came across your Video. Due to youe Video I will save a lot of money and time. Do you have any Videos on how to transfere Hubspot Data into Dynamics? Againg: Great Content!

@LisaCrosbie

Жыл бұрын

That's awesome, great to hear, thank you. I haven't done anything with moving data from hubspot yet, sorry. If it offers a way to export to Excel then importing from Excel into Dynamics is easy.

When onboarding customers I currently get them to complete a PDF application form and email it to me. Can I use Dynamics to build an online form and send a link to the customer for them to complete? Then have that information flow into the Dynamics system? Or would the online form be something I need to build outside of Dynamics?

@LisaCrosbie

Жыл бұрын

You can do this using Microsoft Forms (part of your Microsoft 365 suite of apps) - create the online form there, then use Power Automate so that each time a form submission is received, the data is added as a record into Dataverse (the database that sits underneath Dynamics 365). I've added it to my list to do a video on this.

Nice one! Now do a vid on the licensing 😜

@LisaCrosbie

7 ай бұрын

I’m not afraid of licensing videos, I’ve done Power Apps and Power Pages. Might just do it!

cual es la diferencia entre dynamics 365 business central vs finance and operations?

@LisaCrosbie

2 ай бұрын

Business Central is designed for smaller businesses, F&O is an enterprise (much bigger) solution.

Hi. Where can I find a reviewer

@LisaCrosbie

Жыл бұрын

What do you mean?

@venusdeguzman8299

Жыл бұрын

@@LisaCrosbie Ms dynamics reviewer. If there is.

Lisa, is there any certification for Dynamics 365 that you recommend? Thank you!

@LisaCrosbie

7 ай бұрын

There are quite a lot of certifications for D365 so depends on whether it's CRM or ERP and what level you want to be certified at - here's my guide kzread.info/dash/bejne/moCLr9R8abqTf7g.html

So this is Micosofts' answer to Salesforce?

@LisaCrosbie

7 ай бұрын

Has been for years, and now actually capable of more than salesforce because it's an entire platform, not just CRM in isolation.

Great video. But Blue on Blue makes it very hard to read.

@LisaCrosbie

Жыл бұрын

Sorry about thac will keep that in mind and not use the same in future.

Thanks for the info! Great content but the amount of commercial is too much. I got 4 ad breaks in this 10 minute video. I don't know if you can influence this and I understand that you want to earn money, but if there's a throttle, I suggest lowering it a bit.

@LisaCrosbie

9 ай бұрын

Thank you for pointing that out, there was something strange going on with the ad placement on that video, I've fixed it.

god damn this shit is boring, but thank you Lisa for knowing it for me.

@LisaCrosbie

Жыл бұрын

Oh you made me actually laugh out loud with that, thank you!

صباح الخير عليكم

Microsoft makes such terrible resources for us to understand this by ourselves, its all vague marketing terms about realising potential and revolutionising workflows. Nice video

@LisaCrosbie

8 ай бұрын

There is certainly a different angle in creating content from the community side than the Microsoft side - I hear the questions and confusion from customers and that helps me make relevant content. So glad this helped you.

I DONTTTTTTT UNDERSTAND WHYYYYYYYYYYYYY all the dynamics 365 videos on youtube have such low volume ,like notthingggggggggggggggggggggggggggggggggis audible clearly

@LisaCrosbie

Жыл бұрын

I used a proper microphone as I do with all my videos and the audio sounds loud and clear to me?

microsoft to the moooon

this is a copy of salesforce? Microsoft is a beast and wants to take over everyithing.

@LisaCrosbie

Жыл бұрын

Not a copy, a competitor!

Always makes me laugh to hear consultant type people (were you a consultant, by chance?) talking pie in the sky unicorns & rainbows with platforms like this. Then when someone actually has to implement it... it's a total nightmare. MS platforms are a nightmarish behemoth. Horrible experience. The reality never matches the hype.

@LisaCrosbie

Жыл бұрын

Your experience is clearly very different from mine, but of course you can take any system and have a nightmare implementation. I’ve seen some great outcomes with Dynamics 365.

The reason i don't like women's videos on KZread.... unnecessary talks. This is an advertisement, not an introduction to Dynamic 365

So does Dynamics come with a Microsoft 365 Enterprise subscription?

@LisaCrosbie

9 ай бұрын

Dynamics 365 Is a separate license from Microsoft/office 365