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MS Dynamics 365 CE for Service - Basic Course (IBP23)


Description
This tutorial shows first steps with SIKORA's Microsoft Dynamics 365 CE (Customer Engagement). Updated from the Microsoft CRM 8.1 to the new Microsoft CE 9.1 we implemented a lot of new features.

Target groups are all SIKORA service employees.

After the course, the learner should be able to know the basic functionality of CE, how to set personal settings, how to handle lists and filters, create contacts and accounts, and how to create support cases, inhouse repair cases, travel cases, and how to create repair and travel reports.
Content
  • Introduction
  • What is new in MS365 CE Service
  • PERSONAL SETTINGS
  • Personal Settings - First Step
  • Accounts and Contacts
  • New Account - Basics
  • New Account - Advanced
  • Subsidiary Support Cases
  • CE Case Type Subsidiary Support
  • RMA Report
  • CE RMA Report
  • Subsidiary Inhouse Repair Cases & Repair Report
  • CE Case Type Subsidiary Repair
  • Subsidiary Travel Cases & Travel Report
  • CE Case Type Subsidiary Travel
  • Lists, Filters, Sorting, Charts and Dashboard
  • CE Lists, Filters, Charts
  • Feedback
  • Start the Test
  • Questions
  • Survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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