CRM Dynamics 365 Advanced Training

CRM Dynamics 365

Advanced Training

Duration: 1 day

 

Summary: This course is designed to give “key” or “super” users practical experience in managing their Microsoft Dynamics 365 v9 system.  The course concentrates on the functionally which aids data management and is often only available to users with higher security permissions.

Pre-requisites: All delegates must have attended the Foundation Course or have an equivalent level of knowledge.

Contents

What you will learn

Personal & System Views

Personal & System Views

Advanced Find

Advanced Find

System Charts

System Charts

Dashboards

Dashboards

Excel Templates

Excel Templates

Connection Roles

Connection Roles

Dealing with Duplicates

Dealing with Duplicates

Import and Export

Import and Export

Merging Records

Merging Records

Change Multiple Records

Change Multiple Records

Bulk Record Deleting

Bulk Record Deleting

Goals & Metrics

Goals & Metrics

Auditing

Auditing

 

 

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