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

81006AE

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.

WHAT ARE THE GOALS FOR THIS COURSE?

  • 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


Duration:

0 hrs 31 mins

Level:

200

Published:

January 19, 2017


ROLES

Application Consultant / Sales

TRACKS

Fundamentals

CAPABILITIES

Customer Service / Marketing / Sales

INDUSTRIES

Customer Service


WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?

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