Introduction to Dynamics 365 for Sales
SKU:
$495.00
$495.00
Unavailable
per item
Explore the core concepts of the Sales module of Dynamics 365. We will discuss basic data entry as well as the Lead to Opportunity Sales process. We will also touch on light reporting needs and basic customization.
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Location:
InterDyn Artis Headquarters 8100 Tower Point Drive Charlotte, NC 28227 |
Course Level: Basic - No prerequisite required
Course Preparation: None Delivery Method: Group Live Recommended CPE credits: 7 Field of Study: Information & Technology |
Class details:
This course will introduce attendees to the core concepts of the Sales module of Dynamics 365. We will discuss basic data entry as well as the Lead to Opportunity Sales process. We will also touch on light reporting needs and basic customization.
Learning objectives:
- Navigate in the Dynamics 365 for Sales web, Outlook and mobile clients.
- Understand the Lead to Opportunity sales process and Activity tracking.
- Search for information using Advanced Find or System Views.
- Display data visually using charts and dashboards.
- Add custom fields to entities.
Registry Statement – InterDyn Artis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors thorough its web site: www.nasbaregistry.org.
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Course Update Policy – It is the policy of InterDyn Artis that all content will be reviewed by qualified persons other than the course developer, in order to assure the online courses are accurate, timely, and consistent with currently accepted standards relating to the pertinent subject matter(s). All InterDyn Artis courses will be reviewed and revised, as appropriate, on an annual basis. During each review, InterDyn Artis staff will check technical accuracy, timeliness, and sufficiency to achieve the stated learning objectives. In addition, course evaluations will be reviewed each quarter to assess program effectiveness, and all appropriate changes will be made that are necessary to enhance online education program effectiveness. Complaint Resolution Policy – Any complaints regarding InterDyn Artis should be submitted in writing to Supervisor of Record Retention on premises. Our office staff will address any complaint in a timely fashion – within 14 working days. If this is not possible, we will always write to you within one week to provide you with:
Cancellation Policy – Classes are subject to cancellation by InterDyn Artis. Cancellations by InterDyn Artis will be made no later than five business days prior to the start data of the class. InterDyn Artis assumes no responsibility for non-refundable airline tickets or other expenses that may be incurred due to cancellation. If a registered student cancels their confirmed attendance:
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