Toutes nos formations sont désormais disponibles en "Live Virtual classes". Contactez-nous pour plus d’informations : formation@oxiane.luToutes nos formations sont désormais disponibles en "Live Virtual classes". Contactez-nous pour plus d’informations : formation@oxiane.lu

Dynamics 365 for Customer Engagement : the basics

Accueil » Formations » Data » Dynamics 365 for Customer Engagement : the basics

The Dynamics 365 for Customer Engagement basics training contains the essentials you need to know to navigate the system, enter data, use dashboards, charts and reports effectively and more.

700 € HT 1 jour MB-CRM-B

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    Programme

    Outline

    • What is Dynamics 365 for Customer Engagement?
    • What are the role based predefined business apps?
    • Find your business apps
    • How data is organized?
    • What are business processes
    • Navigation and basics
      • Records creation
      • Search and find
      • Personal options
      • Create connections between records
      • Use flow to automate processes
    • Work with accounts and contacts
    • Dashboards and charts
    • Reports
    • Activities and the activities feeds
    • Collaboration
    • Import and export data
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