Enhance Dynamics 365 Sales with tools and apps
Offered By: Microsoft via Microsoft Learn
Course Description
Overview
- Module 1: Learn how to use Microsoft 365 services with model-driven apps in Dynamics 365 customer engagement apps.
This module explains how to:
- Integrate email with Dynamics 365 to show emails as activities in Dynamics 365 applications.
- Examine server-side synchronization and learn why it matters in Dynamics 365 implementations.
- Review and set up document management options that are available through Microsoft SharePoint.
- Learn about the Dynamics 365 app for Outlook and how to deploy it.
- Tailor the Dynamics 365 app for Outlook.
- Review Auto capture and Email engagement capabilities that are available as part of Sales Insights.
- Module 2: Learn about the Dynamics 365 Sales mobile app.
In this module, you'll:
- Learn how to deploy and use the Dynamics 365 Sales mobile app.
- Manage records.
- Customize form views.
- Set up push notifications.
Syllabus
- Module 1: Module 1: Use Microsoft 365 services with model-driven apps in Dynamics 365 customer engagement apps
- Introduction
- Set up mailboxes
- Server-side sync
- Document management
- Deploy the app for Outlook
- Set up Dynamics 365 App for Outlook
- Integrate with Microsoft Teams
- Auto capture
- Check your knowledge
- Summary
- Module 2: Module 2: Get started with the Dynamics 365 Sales mobile app
- Introduction
- Deploy the mobile app
- Use the mobile app
- Manage records
- Customize form views
- Set up push notifications
- Check your knowledge
- Summary
Tags
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