Microsoft Dynamics 365: Keeping Track of Activities

Overview/Description
Expected Duration
Lesson Objectives
Course Number
Expertise Level

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Overview/Description
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.

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