Microsoft Dynamics 365 Introducing Customer Service

Topics covered in the video: -
  1. Navigation
  2. Dashboard
  3. Tables
    • Views
    • Forms
    • Tabs
    • Sections
  4. Contacts
  5. Cases
    • Case Management
    • Knowledge Articles
    • Queues
    • Entitlements
  6. Customer Service Portal
  7. 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 --

  1. Main Screen import by CSV (or Excel)
    • Allowing Duplicate Records
    • Review Mapping
  2. Tracking File Import Progress
  3. 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: -
  1. Run a Query
  2. Edit Columns
  3. Related Entity
  4. Group AND / Group OR
  5. Download Data via Excel
  6. Save a Query

Microsoft Dynamics 365 Introducing Marketing

Topics covered in the video: -
  1. Introduction to Marketing
    • Segments and Customer Journey
    • Event Management
    • Internet Marketing Assets
    • Algorithm and Analytics
  2. Analytics
  3. Personalized Landing Pages

Microsoft Dynamics 365 - Reporting

Topics covered in the video: -
  • Dashboards
  • Advanced Find / Views / Excel Export
  • One Click Document Generation
  • Report Wizard
  • SQL Server Reporting Services (SSRS)
  • PowerBI