Basic Knowledge (20)

Dynamics 365: The Basics - Online Course (Modules 1-3; Sales include 4-5)

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:22 AM by Judith D Fisher
Dynamics 365 Settings and Basic Navigation

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:22 AM by Judith D Fisher
How to Search in Dynamics

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:23 AM by Judith D Fisher
Conduct a Wild Card Search in Dynamics

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:23 AM by Judith D Fisher
View / Create Accounts or Contact Records in Dynamics

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:23 AM by Judith D Fisher
Add Apply Filter or Add Columns to Existing Dynamic Views

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:23 AM by Judith D Fisher
Advanced Filters / Condition Grouping in Dynamic Views

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:23 AM by Judith D Fisher
Export Dynamic View Data to Excel

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:23 AM by Judith D Fisher
Create New Personal View

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:23 AM by Judith D Fisher
Create New Custom Dynamics Dashboard and Share with Users

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:25 AM by Judith D Fisher
Create & Insert New Dynamics Email Template

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:25 AM by Judith D Fisher
Insert Email Template Using the Dynamics Outlook Extension

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:25 AM by Judith D Fisher
Send Email from Dynamics Account or Contact Record

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:25 AM by Judith D Fisher
Dynamics Basics: Trigger Workflow to Re-Send Email (Scholarship)

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:25 AM by Judith D Fisher
Dynamics Basics: View File Uploads in Backoffice

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:25 AM by Judith D Fisher
Impersonate Azure B2C User

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:24 AM by Judith D Fisher
Focused Views

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:24 AM by Judith D Fisher
Connecting Power BI to MS Dynamics\Altai AMS

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:24 AM by Judith D Fisher
Adjust Dynamics 365 App for Outlook Personalization Settings

Created by Catelynn Whitworth, Modified on Tue, 2 Jun at 10:24 AM by Judith D Fisher
How To Print AHIMA Invoice Receipt as PDF

Created by Judith D Fisher, Modified on Wed, 24 Jun at 10:45 AM by Judith D Fisher