Video Category: Dynamics 365
Microsoft Dynamics 365 Introducing Customer Service
Topics covered in the video: -
- Navigation
- Dashboard
- Tables
- Views
- Forms
- Tabs
- Sections
- Contacts
- Cases
- Case Management
- Knowledge Articles
- Queues
- Entitlements
- Customer Service Portal
- Omnichannel for Customer Service Add-On
How to Import Data with a CSV or Excel File
Topics covered in the video: -
-- 2 ways to import data --
- Main Screen import by CSV (or Excel)
- Allowing Duplicate Records
- Review Mapping
- Tracking File Import Progress
- Backend (Advanced settings) data management import of CSV (or Excel)
- Allowing Duplicate Records
- Review Mapping
- View any Successes and Failures from the import
How to use Advanced Find Filter
Topics covered in the video: -
- Run a Query
- Edit Columns
- Related Entity
- Group AND / Group OR
- Download Data via Excel
- Save a Query
Microsoft Dynamics 365 Introducing Marketing
Topics covered in the video: -
- Introduction to Marketing
- Segments and Customer Journey
- Event Management
- Internet Marketing Assets
- Algorithm and Analytics
- Analytics
- Personalized Landing Pages