MBIT Training Ltd

Manage Contact Information and Activities in Microsoft Dynamics 365 for Operations (81006)

This course provides information on managing contact information and activities in Microsoft Dynamics 365 for Operations including defining responsibilities for contacts, adding and editing contact information, and defining contact activities.
SKU: 81006
GTIN: 81006
Manufacturer: Microsoft
£30.00 (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 managing contact information and activities in Microsoft Dynamics 365 for Operations including defining responsibilities for contacts, adding and editing contact information, and defining contact activities.

Learning Objectives

  • Set Up and Assign Responsibilities for Contacts
  • Refine Prospect Responsibilities
  • Create Contacts
  • Perform Contact Actions
  • Perform Contact Maintenance
  • Set Up and Create Activities
  • Perform Activity Maintenance

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