Course curriculum

    1. How to use this course

    2. SURVEY - Before we begin...

    1. SKIT - Coffee is for Closers

    2. Install the Sales Solution

    1. Managing Licenses

      FREE PREVIEW
    2. Creating a User

    3. Logging in to Dynamics 365 Sales

    4. Assigning User Roles

    5. Changing User Passwords

    6. Blocking or Unblocking a User

    7. QUIZ - Managing Users

    1. DID YOU KNOW? - Integrations

    2. Setting Up Sharepoint Integration for Microsoft Dynamics 365 Sales

    3. Setting Up Outlook Integration for D365 Sales

    1. Import Templates

    2. Account & Contact Import Templates

    3. ACTIVITY - Download and Fill an Import Template

    4. Important Notes on Data Importing

    5. Importing Data Using a Template

    6. Duplicate Detection

    7. ACIVITY - Upload an Import Template

    1. DID YOU KNOW? - Project Champion

    2. More resources for you

    3. Before you go...

About this course

  • $195.00
  • 24 lessons
  • 0.5 hours of video content

Discover your potential, starting today