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.
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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