Articles
Dynamics 365 - Frequently asked questions
Frequently Asked Questions How many products can I add to an opportunity? You are able to add multiple products to an opportunity, but you they will need to be similar. For example, one software product may have several different modules. These ...
Dynamics 365 - Accounts Quick Guide
Accounts Quick Guide 1. Check the contact/account doesn’t already exist 2. Navigate to Accounts on the left side of the screen 3. Create ‘New’ in the top tool bar 4. Complete all information within the Summary and Details tab. 5. Save 6. Add...
Dynamics 365 - Contacts Quick Guide
Contacts Quick Guide 1. Check the contact/account doesn’t already exist 2. Navigate to Contacts on the left side of the screen 3. Create ‘New’ in the top tool bar 4. Complete all information within the Summary and Details tab. 5. Save 6. Add...
Dynamics 365 - Leads Quick Guide
Leads Quick Guide 1. Check the lead/opportunity doesn’t already exist 2. Navigate to Leads 3. Create ‘New’ in the top tool bar 4. Complete all details within the Summary and Details tab. 5. Save 6. When the lead is ready to progress, complet...
Dynamics 365 - Opportunities Quick Guide
Opportunities Quick Guide the lead/opportunity doesn’t already exist Qualify the lead (if you haven’t already) Complete details of the opportunity, including Type and Probability Enter a description of the Opportunity Complete details in the...
Dynamics 365 - Service Contracts Quick Guide
Service Contracts Quick Guide 1. Navigate to Service Contracts in the left side of the screen 2. Change view from Active Services to Pending Service Contracts 3. Click into the reference to open the record 4. If a service contract has already...
Dynamics 365 - Cases Quick Guide
Cases Quick Guide Search for the Contact and the account - If they don't exist, create the records. Navigate to Cases in the left menu Select New Cases Complete details of the case going left to right Type a Case Title Case Number is popula...
Dynamics 365 - Reports & Views Quick Guide
Reports & Views Quick Guide Creating reports and editing views Navigate to the view you would like to create your view/report In the dropdown on the top left (this would normally default to for e.g. My Open Opportunities, Active Services dep...