Keeping Track of Activities

Dynamics 365 for Sales    |    Beginner
  • 10 Videos | 58m 5s
  • Earns a Badge
Likes 11 Likes 11
Keep track of activities with Dynamics 365 Sales. In this course, see how to make phone log notes, and how to add documents and notes to a record. View and publish posts directly from a record, or via the What's New area. Send emails and links. Send bulk emails. Create email templates. Create a task. Schedule appointments and meetings. Track your calls, meetings, and tasks via the Activity Area. Use the calendar to set your daily agenda as well as schedule appointments and activities.

WHAT YOU WILL LEARN

  • Adding & tracking phone calls
    Adding notes & documents
    Using posts
    Creating email templates
    Emailing a contact
  • Sending bulk mailouts
    Creating a task
    Setting up an appointment
    Creating & managing activities
    Using the calendar

IN THIS COURSE

  • Playable
    1. 
    Adding & tracking phone calls
    6m 24s
    UP NEXT
  • Playable
    2. 
    Adding notes & documents
    3m 49s
  • Locked
    3. 
    Using posts
    6m 12s
  • Locked
    4. 
    Creating email templates
    5m 56s
  • Locked
    5. 
    Emailing a contact
    5m 58s
  • Locked
    6. 
    Sending bulk mailouts
    5m 18s
  • Locked
    7. 
    Creating a task
    5m 58s
  • Locked
    8. 
    Setting up an appointment
    6m 52s
  • Locked
    9. 
    Creating & managing activities
    6m 29s
  • Locked
    10. 
    Using the calendar
    5m 9s

EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE

Skillsoft is providing you the opportunity to earn a digital badge upon successful completion of this course, which can be shared on any social network or business platform

Digital badges are yours to keep, forever.

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