Enhance Dynamics 365 Sales with tools and apps
- Offered byMicrosoft
Enhance Dynamics 365 Sales with tools and apps at Microsoft Overview
Duration | 3 hours |
Total fee | Free |
Mode of learning | Online |
Schedule type | Self paced |
Difficulty level | Intermediate |
Official Website | Explore Free Course  |
Credential | Certificate |
Enhance Dynamics 365 Sales with tools and apps at Microsoft Course details
- Use Microsoft 365 services with model-driven apps in Dynamics 365 customer engagement apps
- Leverage Embedded Intelligence in Dynamics 365 Sales
- Get started with the Dynamics 365 Sales mobile app
- Tools like Microsoft 365 apps, embedded intelligence features, and the Dynamics 365 Sales mobile app empower your salespeople to use Dynamics 365 Sales to its fullest potential
- This learning path covers the additional tools and applications that allow your sales team to create cohesive customer experiences, even on the go
- Microsoft 365 services, such as SharePoint and Microsoft Exchange, can help fill areas where Dynamics 365 applications don't have the tools necessary to help meet your specific needs
- This module focuses on the Embedded Intelligence suite of features in Microsoft Dynamics 365 and how it can help build those relationships
- The Dynamics 365 Sales mobile app helps sellers build better relationships with their customers and be more productive
Enhance Dynamics 365 Sales with tools and apps at Microsoft Curriculum
Use Microsoft 365 services with model-driven apps in Dynamics 365 customer engagement apps
Introduction
Configure mailboxes
Server-side sync
Document management
Deploy app for Outlook
Configure app for Outlook
Auto capture
Check your knowledge
Summary
Leverage Embedded Intelligence in Dynamics 365 Sales
Embedded Intelligence overview
Relationship assistant cards
Auto Capture
Email tracking
Exercise - Build relationships by using Embedded Intelligence
Check your knowledge
Summary
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
Enhance Dynamics 365 Sales with tools and apps at Microsoft Entry Requirements
- A basic understanding of how to navigate the Dynamics 365 application.
- Not mentioned
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