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
- Attach a document to an Account
- Accounts
- Create and Edit Accounts
- Creating a Parent Account
- Creating a Sub Account
- Additional Account Information
- Adding Notes to an Account
- Assigning a task against an Account
- Assigning a meeting against an Account
- Contacts
- Create and Edit Contacts
- Contacts and Outlook
- Additional Contact Features
- Adding Notes to a Contact
- Attach any Word document to a Contact
Opportunities
- Opportunity
- Creating Opportunities with D365
- Additional Information on Opportunities
- Closing Won Opportunities
- Closing Lost Opportunities
- Adding Notes to an Opportunity
- Attach any Word Document to an Opportunity
- View your Leads
- Leads
- Leads
- Lead Tips and field information
- Follow a lead
- Lead Views
- Qualify a lead
- Additional Lead Actions
- Reopen a lead
- Assign a task against a Lead
- Assign a meeting against a Lead
- Attach a document to a Lead
- Show a lead as Disqualified
- Additional View Features
- Show a lead as Qualified
- Adding Notes to a Lead
