Course details

Microsoft Dynamics 365: Keeping Track of Activities

Microsoft Dynamics 365: Keeping Track of Activities


Overview/Description
Expected Duration
Lesson Objectives
Course Number
Expertise Level



Overview/Description

Microsoft Dynamics 365 Sales offers tools that can help you stay organized in your daily activities. Discover how to create and manage tasks and events, use the calendar and bulk email functionalities, and manage posts, notes, and documents.



Expected Duration (hours)
1.0

Lesson Objectives

Microsoft Dynamics 365: Keeping Track of Activities

  • 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
  • Course Number:
    ds_dy365s18_03_enus

    Expertise Level
    Beginner