From the course: Migrating from Salesforce to Dynamics 365

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Navigate the Sales workspace

Navigate the Sales workspace

From the course: Migrating from Salesforce to Dynamics 365

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Navigate the Sales workspace

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- [Instructor] Before we start working with the sales module of Dynamics 365, let's get you comfortable navigating the application areas. We'll start on the top and work down from there. By selecting Dynamics 365, this will take you to the home page for Dynamics. The home page that you see here is the Sales Activity Social Dashboard, so it's the default landing page that it's taking us to. The dropdown arrow to the right of this will show all of the different areas that are available for you to work in within Dynamics 365, including taking it back to that home page again, just another way to get there, and in my Apps listing, it also shows the various app workspaces that you can go to. Now, to get out of these panels, you will need to go back to that dropdown arrow and select it once more. To the right of this, it's showing the area that you are currently working in. You can see that we are working in the Sales area right now and the dropdown arrow next to this will show all of the…

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