MBIT Training Ltd

Set Up the Sales and Marketing Module in Microsoft Dynamics 365 for Operations (81003)

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.
SKU: 81003
GTIN: 81003
Manufacturer: Microsoft
£10.00 (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 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.

Learning Objectives

  • Set Up Number Sequences
  • Set Up Relation Types and Default Values for Prospects
  • Configure the Transaction Log

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