Productivity & Collaboration Tools     Productivity Tools     Dynamics 365     Dynamics 365 for Sales (No Assessments)

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Keep track of activities with Dynamics 365 Sales. In this course, see how to make phone log notes, and how to add documents and notes to a record. View and publish posts directly from a record, or via the What's New area. Send emails and links. Send bulk emails. Create email templates. Create a task. Schedule appointments and meetings. Track your calls, meetings, and tasks via the Activity Area. Use the calendar to set your daily agenda as well as schedule appointments and activities.

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Objectives
Microsoft Dynamics 365: Keeping Track of Activities Adding & tracking phone calls Adding notes & documents Using posts Creating email templates Emailing a contact Sending bulk mailouts Creating a task Setting up an appointment Creating & managing activities Using the calendar