Inhalt: Learn how to leverage the CRM side of Dynamics 365. Find out why entire sales teams-managers and associates-are using this intelligent business app to transform their pipelines. In this course, senior business analyst Tiffany Songvilay explores how to create sales workflows in Dynamics 365. She covers tracking customers and leads, monitoring the sales flow, marketing to leads, and reporting. Discover how to stay on top of changes to existing customers, follow up on opportunities, stay in touch with contacts using personalized email templates, and track all this data in customizable Dynamics 365 dashboards. Plus, learn how to create a hierarchy of accounts to concentrate on the most important deals. Umfang: 01:07:56.00
Inhalt: Dynamics is a powerful customer relationship manager (CRM). When combined with SharePoint, it can also manage documents and data, becoming a comprehensive enterprise management solution. In this course, Tiffany Songvilay explores how to integrate the document and content management system of SharePoint with the customer relationship management tool Dynamics 365 to more effectively share information with your colleagues. Tiffany covers adding, editing, and managing documents inside of Dynamics 365, viewing documents in SharePoint, and working with content types. Plus, she explains how to install and integrate with other apps, such as OneNote and Yammer. Umfang: 01:29:12.00
Inhalt: Do you need advanced forms that can accept, calculate, and validate user input? Nintex Forms for Office 365, the drag-and-drop forms designer, makes it easy to create complex forms for SharePoint and other Office applications. In this course, Tiffany Songvilay walks through adding business logic to forms using this powerful plugin. Learn how to format forms, write formulas, set up custom variables and controls, use validation rules, and leverage the responsive form layout. Tiffany reveals how to change the behavior of existing buttons, cascade lookup formulas, and even export the form for use elsewhere. You don''t need to be a developer to benefit from these techniques. Follow along to start building your own interactive forms for SharePoint. Umfang: 01:21:16.00
Inhalt: Make more of your repeat processes run automatically by leveraging the workflow capabilities of SharePoint. Admins and power users can readily learn and adopt the Nintex plugin as a solution for creating workflows, without having to write code. This course explores how to use Nintex, including how to automate an approval workflow, add workflow actions, monitor workflows, and design drag-and-drop forms. Umfang: 01:15:50.00
Inhalt: Records management is critical for any business that faces regulatory scrutiny, including healthcare and financial services. Luckily, SharePoint makes it easy to stay compliant while saving money and effort on digital records discovery and destruction. Learn how to manage records in SharePoint and become more compliant today, in this course with Tiffany Songvilay. Tiffany explains how to create a centralized repository, secure confidential files, and discover and hold records for litigation. She also covers topics such as creating an information management compliance strategy, setting up document handling rules, and automating several compliance functions. Umfang: 01:25:38.00
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