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
https://usfjira.atlassian.net/wiki/spaces/UHID/pages/20996096031