Tips for using the Dynamics 365 Sales interface you may not know скачать в хорошем качестве

Tips for using the Dynamics 365 Sales interface you may not know

The Dynamics 365 suite of CRM apps have similar navigational interfaces, entities, and setting options. It's an incredibly intuitive interface, but there are some lesser-known tips and tricks you can use to really boost your use of Dynamics 365 Sales. CRM Technical Consultant Jessica will share 7 quick and easy-to-implement features that can help the system work harder and better for you! TIMESTAMPS ⏱️ 00:00 Introduction 00:43 Tip 1 - Screen size reflow 02:52 Tip 2 - Main form dialogue 04:59 Tip 3 - Focused view 06:28 Tip 4 - Editing multiple records at once 09:39 Tip 5 - Kanban board view 10:54 Tip 6 - Calendar view 11:51 Tip 7 - iFrames 12:54 Configuring/enabling these features ADDITIONAL RESOURCES 📚 Resources we either mentioned in this Fast Class or will supplement the class topic. 📰 Microsoft Documentation - Focused view - https://learn.microsoft.com/en-us/dyn... 🎞️ Fast Class - The CRM Mobile App (Requires Fast Class Community account to access) - https://learn.syvantis.com/communitie... 📰 Microsoft Documentation - Kanban boards - https://learn.microsoft.com/en-us/dyn... 📰 Microsoft Documentation - iFrames - https://learn.microsoft.com/en-us/pow... WANT MORE FAST CLASSES? 🎓 Want to explore our entire library of Fast Classes? Join the Fast Class Community from Syvantis Learn. Create a free account for access to all past recorded and future classes - all in one place. 💻 Create an account - https://learn.syvantis.com/users/sign_up 👩‍💻 Login - https://learn.syvantis.com/users/sign_in INTERESTED IN MORE MICROSOFT TRAINING? 😄 Our clients enjoy complementary, on-demand learning courses in addition to Fast Classes! 📚🎞️ Check out our Course Catalogue and sign up for sample classes - https://learn.syvantis.com/collections 🙋‍♂️🙋‍♀️ Inquire about becoming a Syvantis Client - https://www.syvantis.com/about/contac...