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Dynamics 365: The Basics - Online Course (Modules 1-3; Sales include 4-5)
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Dynamics 365 Settings and Basic Navigation
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How to Search in Dynamics
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Conduct a Wild Card Search in Dynamics
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View / Create Accounts or Contact Records in Dynamics
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ACEP: Common Application Errors
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PD&E SOP Review and Manage ACEP Program
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ACEP NFP Approval
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ACEP: Provider Application Instruction Guide
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ACEP: Becoming a Provider Instructions
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Dynamics Foundation : View all Donations
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Dynamics Foundation: View/Forward Emails
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Dynamics Foundation: View Payment Invoice or Print Receipt
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Dynamics Foundation: Navigating Scholarship Submissions
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Dynamics Foundation: Updating Recurring Donations
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Access Event Management Portal
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View Event Session Attendees
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View Attendee Answers (responses to registration questions)
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View Attendee Registration Details
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View Payment Invoice or Print Receipt
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Dynamics Sales: Leads (View, Add, Edit)
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Dynamics Sales: Opportunities (View, Add, Edit)
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Dynamics Sales: Close an Opportunity or Reopen a Closed Opportunity
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Dynamics Sales: Create or Edit Competitor Record
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Dynamics Sales: Add Attachment to Account, Contact, Lead or Opportunity