Keeping Track of Activities in Dynamics 365 for Sales

Dynamics 365 for Sales    |    Beginner
  • 10 Videos | 58m 5s
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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 in Dynamics 365 for Sales
    6m 24s
    UP NEXT
  • Playable
    2. 
    Adding notes & documents in Dynamics 365 for Sales
    3m 49s
  • Locked
    3. 
    Using posts in Dynamics 365 for Sales
    6m 12s
  • Locked
    4. 
    Creating email templates in Dynamics 365 for Sales
    5m 56s
  • Locked
    5. 
    Emailing a contact in Dynamics 365 for Sales
    5m 58s
  • Locked
    6. 
    Sending bulk mailouts in Dynamics 365 for Sales
    5m 18s
  • Locked
    7. 
    Creating a task in Dynamics 365 for Sales
    5m 58s
  • Locked
    8. 
    Setting up an appointment in Dynamics 365 for Sales
    6m 52s
  • Locked
    9. 
    Creating & managing activities in Dynamics 365 for Sales
    6m 29s
  • Locked
    10. 
    Using the calendar in Dynamics 365 for Sales
    5m 9s

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