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Showing results for. Show only Search instead for. Did you mean:. Sign In. New Microsoft Dynamics training: December roundup. Published Jan 11 AM 1, Views. The following learning paths and modules were released in December Version history. Last update:. Updated by:. Education Microsoft in education Office for students Office for schools Deals for students and parents Microsoft Azure in education.
Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. Contents Exit focus mode. Table of contents. Prerequisites You should have a fundamental understanding of customer engagement principles and business operations. Modules in this learning path. You will also learn how to work with the Posts, Activities and Notes in the Timeline control. This module presents common skills the end user requires to efficiently perform work in Microsoft Dynamics Customer Engagement.
You will also learn how to perform bulk operations such as Edit Multiple. In this module we will learn how to use Dynamics for Outlook. The Outlook Add-in will be considered including the Dynamics navigation options, the process to track Emails and Appointments against records in Dynamics and how to synchronize your work with the Dynamics server. In this module we will learn how to search for and find information in Microsoft Dynamics Customer Engagement.
This module looks at the different methods available in Microsoft Dynamics to analyse information. We look at the out of the box "Default" reports and the process to create a custom report using the Dynamics Report Wizard. This module also examines the out of the box Charts and Dashboards as well as the process to construct a custom Chart and Dashboard.
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