Microsoft Dynamics CRM: Advanced Techniques
Created By
Gini von Courter via LinkedIn Learning
- 0
- 1-2 hours worth of material
- LinkedIn Learning
- English
Course Overview
Learn advanced techniques and tricks for Microsoft Dynamics 365. Discover how to customize reports, templates, and dashboards to meet your business needs.
Course Circullum
Introduction
- Welcome
- What you need
- Run a report
- Create a report using the Report Wizard
- Modify a report you created
- Manage reports
- Export a report
- Share a report
- Create and modify a chart
- Create a new dashboard
- Add a dashboard chart
- Display a list
- Modify dashboard appearance
- Use a system template
- Create a personal Word template
- Create a personal view
- Download data for an Excel template
- Modify the template in Excel
- Upload the Excel template
- Create a personal email signature
- Next steps
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This Course Include:
Introduction
- Welcome
- What you need
- Run a report
- Create a report using the Report Wizard
- Modify a report you created
- Manage reports
- Export a report
- Share a report
- Create and modify a chart
- Create a new dashboard
- Add a dashboard chart
- Display a list
- Modify dashboard appearance
- Use a system template
- Create a personal Word template
- Create a personal view
- Download data for an Excel template
- Modify the template in Excel
- Upload the Excel template
- Create a personal email signature
- Next steps
- Provider:LinkedIn Learning
- Certificate:Certificate Available
- Language:English
- Duration:1-2 hours worth of material
- Language CC: