Managed Business & IT Training Solutions

MBIT Training Ltd

Maintain Additional Sales and Marketing Tools in Microsoft Dynamics 365 for Operations (81010)

This course provides information on maintaining additional sales and marketing tools in Microsoft Dynamics 365 for Operations including setting up document management, configuring mailing lists and merge files, synchronizing Microsoft Dynamics 365 and Microsoft Exchange Server.
SKU: 81010
GTIN: 81010
Manufacturer: Microsoft
£40.00 (GBP)

Delivery: Blended learning
OR On-site (Private delivery)
Minimum number of delegates: 1:1
Maximum class size: 20
Delivery date: (as requested by customer)
Offers: contact for details however 20% consecutive discount on all group bookings.
Next availability: Immediate
Applicable for: Application Developer, Data Analyst, Programmer
Offers: contact for details

This course provides information on maintaining additional sales and marketing tools in Microsoft Dynamics 365 for Operations including setting up document management, configuring mailing lists and merge files, synchronizing Microsoft Dynamics 365 and Microsoft Exchange Server.

Learning Objectives

  • Understand Document Management Setup
  • Activate Document Tables
  • Configure Document Management Parameters
  • Create and Configure Document Templates and Types
  • Configure Document Options and Defaults
  • Set Up Microsoft Dynamics 365 for Operations and Microsoft Exchange Server Synchronization
  • Configure Synchronization Rights and Types
  • Configure Contact Deletion
  • Set Up Exchange Server Mapping
  • Synchronize Contacts, Tasks, and Appointments
  • Add Contacts from Microsoft Exchange
  • Review and Maintain Contact Synchronization
  • Configure Mailing Lists and Merge Files

Prerequisites

  • General knowledge of Microsoft Windows
  • The ability to use Microsoft Dynamics 365 for Operations for basic processing
  • Basic knowledge of customer relationship management concepts