Managed Business & IT Training Solutions

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)

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