Getting around in Dynamics 365 for SalesYouTube↗  IA↗(long shot)
Science & Technology  15.9K views 41 likes 2 dislikes   05 Jun 2017
Microsoft Dynamics 365 95.1K subscribers United States YouTube↗


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Welcome to Dynamics 365 for Sales.
Ongi etorri Dynamics 365 for Sales zerbitzura.
The Sales app gives you a single place to keep info about customers and prospects for
Sales aplikazioak bezeroei eta bezero potentzialei buruzko informazioa leku bakarrean
everyone on your team, so you can all close more sales.
eta taldeko kide guztien eskura jartzeko aukera eskaintzen dizu, denek salmenta gehiago ixteko aukera izan dezazuen.
When you first sign in to the app, you’ll see a dashboard with charts that give you
Aplikazioan lehen aldiz hasten duzunean saioa,
the big picture at a glance.
diagramadun panel bat ikusiko duzu; hari esker, egoera orokorraren argazkia ikusi ahalko duzu.
For example, this dashboard shows the opportunity pipeline, a list of what’s new, Open Leads,
Adibidez, panel honek abaguneen bideratzea, berrikuntzen zerrenda bat,
and Top Opportunities.
bezerogai irekiak eta abagune nagusiak erakusten ditu.
Click on the charts for more detail and different views.
Egin klik diagrametan xehetasun gehiago eta beste ikuspegi batzuk ikusteko.
Choose a dashboard that suits you.
Aukeratu hoberen datorkizun panela.
To see the list of available dashboards, click here.
Erabilgarri dauden panelen zerrenda ikusteko, egin klik hemen.
Click up here where it says Sales to see a sitemap and get an overview of everything
Egin klik Sales dioen tokian gunearen mapa ikusteko
you can do in the app, including Activities.
eta aplikazioan egin ditzakezun gauza guztien ikuspegi orokorra lortzeko (jarduerak barne).
Use activities to keep track of email, phone calls, and other items associated with a sale
Erabili jarduerak mezu elektronikoen, telefono-deien
you’re trying to close.
eta itxi nahi duzun salmenta batekin erlazionatutako bestelako elementuen jarraipena egiteko.
To add an activity, first open the customer record.
Jarduera bat gehitzeko, ireki bezeroaren erregistroa.
Search on the navigation bar to find the record quickly.
Erabili nabigazio-barra erregistroa bizkor batean bilatzeko.
Then click Activities to add a task or phone call to the record.
Orduan, sakatu Jarduerak erregistroari zeregin bat edo telefono-dei bat gehitzeko.
Click here to add an email or appointment.
Egin klik hemen mezu elektroniko bat edo hitzordu bat gehitzeko.
Click Notes, and start typing any additional info you want to add to the record. By the way, if a simple search doesn’t get you what you need, click the Advanced Find
Sakatu Oharrak eta idatzi erregistroari gehitu nahi diozun informazio osagarria. Bide batez, bilaketa arrunt batek ez badu itzultzen behar zenuen erregistroa,
button to see advanced search options. Use Accounts to keep track of companies you work with.
sakatu "Bilaketa aurreratua" botoia bilaketa-aukera aurreratuak ikusteko. Erabili Kontuak zurekin lan egiten duten enpresen jarraipena egiteko.
To create an account, click New and fill in your info.
Kontu bat sortzeko, sakatu Berria eta bete informazioa.
Click Save when you’re done.
Amaitutakoan, sakatu Gorde.
Contacts are the people you work with from your accounts.
Kontaktuak dira zurekin lan egiten duen kontuetako jendea.
Usually an account has more than one contact, especially if you’re dealing with a larger
Normalean, kontu batek kontaktu bat baino gehiago dauka,
company.
batez ere enpresa handi batekin lan egiten baduzu.
Go to Contacts to see a list of people.
Joan Kontaktuak atalera pertsonen zerrenda ikusteko.
Click on any of them for full details. Here’s another way to enter almost any kind of info, wherever you are in the system.
Sakatu kontaktu bat haren xehetasun guztiak ikusteko. Sistemaren edozein tokitan zaudela ia edozein motatako informazioa sartzeko modu bat azalduko dizugu orain.
Hit the Quick Create button here on the nav bar and choose what kind of record you want
Sakatu nabigazio-barrako "Sorrera bizkorra" botoia
to create. Here’s a handy way to get to things that can be faster than navigating.
eta aukeratu zer motatako erregistroa sortu nahi duzun. Hona hemen nabigatzea baino bizkorragoa den leku batetik bestera mugitzeko modu erabilerraz bat.
Click the Recently Viewed Items button to quickly get back to records, views, or dashboards
Sakatu "Ikusitako azken elementuak" botoia azkenaldian ikusi dituzun erregistro,
you looked at recently.
ikuspegi eta paneletara itzultzeko.
Pin any item and you’ll always see it here.
Ainguratu elementu bat eta beti izango duzu hemen ikusgai.
Leads are potential sales.
Bezerogaiak salmenta potentzialak dira.
You might get them from business cards, marketing campaigns, or social media.
Negozio-txarteletatik, marketin-kanpainetatik edo sare sozialetatik erakar ditzakezu bezerogaiak.
To create a new lead, go to the Leads page, click New, and then enter the necessary info,
Bezerogai bat sortzeko, joan Bezerogaiak orrira, sakatu Berria eta bete eremuak,
including notes and activities.
oharrak eta jarduerak barne.
Click Qualify when you have enough info to move forward with a lead.
Aurrera egiteko informazio nahikoa gehitu duzunean, sakatu Gaitu.
Qualifying a lead makes it an opportunity, and means it’s promising enough to deserve
Bezerogai bat gaitzen baduzu, abagune bihurtzen da. Horrek esan nahi du nahikoa garrantzitsua dela
serious attention.
eta kasu egin behar zaiola.
Here’s where you’ll see a list of all open opportunities.
Hemen ikusiko duzu abagune ireki guztien zerrenda bat.
As you’ve seen, clicking on any lead or opportunity shows you a page like this.
Ikusi duzun bezala, edozein bezerogai edo abagune sakatzen baduzu, honelako orri bat ikusiko duzu.
This is the sales process bar, a step-by-step guide that tells you exactly what you need
Hau salmenten prozesu-barra da, salmenta ixteko hurrengo pausoa zein den
to do next to close a sale.
zehatz-mehatz azaltzen dizun urratsez urratseko gida bat.
Reports help you track trends and see how well you’re hitting your goals.
Txostenek joeren jarraipena egiten eta xedeak zer neurritan betetzen ari zaren ikusten laguntzen dizute.
For example, you can see which products are selling and which aren’t.
Adibidez, txostenetan argi ikus dezakezu zein produktu saltzen diren eta zein ez.
You can find reports on the site map, under Tools.
Txostenak gunearen mapan daude, Tresnak atalean.
Choose the report you want, and then click Run Report.
Aukeratu nahi duzun txostena eta sakatu "Exekutatu txostena".
To edit the filter for the records the report is based on, click Edit Filter.
Txostenaren oinarri den erregistroaren iragazkia editatzeko, sakatu "Editatu iragazkia".
To set options for display and other items, go to the Settings button and choose Options.
Bistaratzeko aukerak eta bestelako elementu batzuk ezartzeko, sakatu Ezarpenak botoia eta sakatu Aukerak.
Those are the basics.
Horiek dira oinarrizko jarraibide guztiak.
For more context-sensitive help any time, click the question mark button.
Testuinguruaren araberako laguntza behar baduzu beste uneren batean, sakatu galdera-ikurraren botoia.
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