Creating New Leads, Accounts, Opportunities and Other Records in Dynamics 365 Sales

April 5, 2023
1 min read

 

There are lots of different types of objects you can create in Dynamics 365 Sales including leads, contacts, accounts, opportunities, competitors and more. This video shows you a couple of different ways that you can make these records.

Asif Rehmani

Asif Rehmani

Asif focuses on digital transformation and digital adoption. He has coined the term contextual microlearning and presents this topic in his writing and speaking engagements. Asif advises CIOs and company leaders on how to most efficiently and continuously support and train their knowledge workers.

Over the years, Asif has authored several books and has spoken to Microsoft audiences at conferences and in private settings all around the world.

Asif also runs a company called VisualSP (a Contextual Microlearning Platform) focused on accelerating Microsoft 365 and Dynamics 365 digital adoption and user training.