Dynamics 365
- Jessica Marshall
- Edward Bennett
Owned by Jessica Marshall
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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:
Sitecore Webinar Training User Guides
Sitecore Webinar Training Components Frequently Asked Questions (FAQs)archived