Administer and configure Dynamics 365 Sales Professional

Module
17 Units

Intermediate

Administrator

Business User

Functional Consultant

Dynamics 365

Sales

Connect with SharePoint, import data, manage users, and work with other activities in Dynamics 365 Sales Professional.

Learning objectives

In this module, you will:

Connect to SharePoint
Look at importing data and installing sample data
Manage users
Setup email
Work with Word and Excel templates
Customize forms and views
See how business process flows enhance productivity

Prerequisites

Basic knowledge of sales processes and navigation capabilities in Dynamics 365 Sales

Introduction min
Connect with SharePoint min
Import data min
Install sample data min
Manage users min
Set up emails min
Set up branding and theming min
Manage teams min
Manage Excel templates min
Manage Word templates min
Automatic generation of quotes and invoices min
Export data min
Customize forms min
Customize views min
Customize business process flows min
Check your knowledge min
Summary min