Dynamics 365

 

Training Items

Logging in
Selecting correct app
Personal settings

navigating:
Important entities
Contacts
sources - locked if banner / mim

Related entities
Opportunities
Accounts
Search
Wildcard etc
Creating personal views / filters / columns / Sharing

queues
Queue items just point to (email, sms, appointment, other activities)
email as ....
How to find ... once out of queue

Events
creating
Templates
Publishing
Checking in attendees
Custom registration questions

Marketing


Journey creation
Triggers, Segments
Email templates

Examples:

https://usfjira.atlassian.net/wiki/spaces/UHID/pages/10891919896

https://usfjira.atlassian.net/wiki/spaces/UHID/pages/17877565767

https://usfjira.atlassian.net/wiki/spaces/UHID/pages/20685160452