Keeping Track of Activities
Dynamics 365 for Sales
| Beginner
- 10 Videos | 58m 5s
- Earns a Badge
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
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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
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1.Adding & tracking phone calls6m 24sUP NEXT
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2.Adding notes & documents3m 49s
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3.Using posts6m 12s
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4.Creating email templates5m 56s
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5.Emailing a contact5m 58s
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6.Sending bulk mailouts5m 18s
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7.Creating a task5m 58s
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8.Setting up an appointment6m 52s
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9.Creating & managing activities6m 29s
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10.Using the calendar5m 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.
