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Dynamics Training and Courses » D365 Byte Sized Tips

D365 Byte Sized Tips are 30 second read tips. No pictures, no videos just a small bit of text to point you in the correct direction to resolve your issue. We supplement the majority of these tips with our courses and books and workbooks so look at this as a start to your knowledge.

Accounts

15
  • Accounts
  • Add Notes to the Account
  • Additional Account Information
  • Assign a meeting against an Account
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Activities

9
  • Add a Note
  • Complete a task through outlook
  • Create a Letter
  • Create a Mail Merge
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Contacts

7
  • Add Notes to a Contact
  • Additional Contact Features
  • Attach a word (any) document to the contact
  • Contacts
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Leads

13
  • Add Notes to the lead
  • Additional Lead Actions
  • Assign a meeting against a lead
  • Assign a task against a lead
Explore More

Opportunities

2
  • Close an Opportunity as Lost
  • Create an Opportunity
Explore More

Competitors

2
  • Competitors
  • Create a Competitor
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Dashboards

3
  • Dashboards
  • Reports
  • Reports, views and Dashboards
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Views

6
  • Additional View Feature
  • Additional View Features
  • Create a View
  • Use a view
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General

2
  • Access and Navigation
  • Territories
Explore More
2020-07-06

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