This course provides information on setting up the Sales and Marketing module in Microsoft Dynamics 365 for Operations, including setting up relation types and default values for prospects, and configuring the Transaction log.
- Set Up Number Sequences
- Set Up Relation Types and Default Values for Prospects
- Configure the Transaction Log
- General knowledge of Microsoft Windows
- The ability to use Microsoft Dynamics 365 for Operations for basic processing
- Basic knowledge of customer relationship management concepts