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71. Dynamics 365 - Cases

    Created On: 11/07/2024 in Dynamics 365 Training Videos
    Your browser does not support HTML5 video. Important Notes: Suggested Fields Dynamics includes a smart feature that suggests options for regularly completed fields. However, these suggestions must be confirmed before saving. Sugges...

72. Dynamics 365 - Service Contracts Quick Guide

    Created On: 01/07/2024 in Dynamics 365 Guides
    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 been manually created, Terminate...

73. Dynamics 365 - Opportunities Quick Guide

    Created On: 01/07/2024 in Dynamics 365 Guides
    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...

74. Dynamics 365 - Leads Quick Guide

    Created On: 01/07/2024 in Dynamics 365 Guides
    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...

75. Dynamics 365 - Contacts Quick Guide

    Created On: 01/07/2024 in Dynamics 365 Guides
    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...

76. Dynamics 365 - Accounts Quick Guide

    Created On: 01/07/2024 in Dynamics 365 Guides
    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...

77. Dynamics 365 - Service Contracts

    Created On: 28/06/2024 in Dynamics 365 Training Videos
    Your browser does not support HTML5 video. Updates PO number - This field will appear when the payment method of ‘Invoice’ is selected.  Billing Email -   this needs to be in e-mail format E.g. contains @ so can be used for any e-...

78. Dynamics 365 - Opportunities

    Created On: 20/06/2024 in Dynamics 365 Training Videos
    Your browser does not support HTML5 video. Important Notes: Suggested Fields Dynamics includes a smart feature that suggests options for regularly completed fields. However, these suggestions must be confirmed before saving. Sugges...

79. Dynamics 365 - Leads

    Created On: 19/06/2024 in Dynamics 365 Training Videos
    Your browser does not support HTML5 video. Important Notes: Suggested Fields Dynamics includes a smart feature that suggests options for regularly completed fields. However, these suggestions must be confirmed before saving. Sugges...

80. Dynamics 365 - Contacts

    Created On: 17/06/2024 in Dynamics 365 Training Videos
    Your browser does not support HTML5 video. Important Notes: Suggested Fields Dynamics includes a smart feature that suggests options for regularly completed fields. However, these suggestions must be confirmed before saving. Sugges...

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