81010AE Maintain Additional Sales and Marketing Tools in Microsoft Dynamics 365 for Operations

81010AE

This course provides information on maintaining additional sales and marketing tools in Microsoft Dynamics 365 for Operations including setting up document management, configuring mailing lists and merge files, synchronizing Microsoft Dynamics 365 and Microsoft Exchange Server.


WHAT ARE THE GOALS FOR THIS COURSE?

  • Understand Document Management Setup
  • Activate Document Tables
  • Configure Document Management Parameters
  • Create and Configure Document Templates and Types
  • Configure Document Options and Defaults
  • Set Up Microsoft Dynamics 365 for Operations and Microsoft Exchange Server Synchronization
  • Configure Synchronization Rights and Types
  • Configure Contact Deletion
  • Set Up Exchange Server Mapping
  • Synchronize Contacts, Tasks, and Appointments
  • Add Contacts from Microsoft Exchange
  • Review and Maintain Contact Synchronization
  • Configure Mailing Lists and Merge Files


Duration:

0 hrs 39 mins

Level:

200

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