CRM Dynamics 365 Foundation Training

CRM Dynamics 365

Foundation Training

Duration: 1/2 day

 

Summary: The Foundation course provides the essential skills for all users of Microsoft Dynamics 365. From logging on and finding your way around, to creating records, activity management and an introduction to Views and Charts, this course is the ideal starting point for all those new to Microsoft Dynamics 365.

Pre-requisites: All delegates should be familiar with using a PC and Windows applications, but no prior knowledge of Microsoft Dynamics 365 is assumed.

Contents

What you will learn

Personal Options

Personal Options

Navigating Dynamics 365

Navigating Dynamics 365

Searching

Searching

Managing Data Quality

Managing Data Quality

Creating Records

Creating Records

Adding Child Records

Adding Child Records

Personal Views

Personal Views

Introduction to Charts

Introduction to Charts

Activity Management

Activity Management

 

 

Need more details?

Get in contact

We are here to assist. Contact us by phone,
email or via our Social Media channels.