Success - MS Dynamics Training

Curriculum

• Dynamics Overview
• Positioning Dynamics Integration
• Customer Requirements
• Dynamics vs. Salesforce Terminology
• Intro to Sales in Dynamics 365 Demo
• Dynamics Configuration Slide Deck
• MS Dynamics Roadmap
• Dynamics Configuration Slide Deck
• Dynamics Entities that sync with Outreach
• Common Dynamics Frequently Asked Questions
• Which versions of MS Dynamics do we support?
• Authenticating the Dynamics Plugin
• Using Outreach on a Microsoft Browser
• Business Process Flow
• Status and Status Reason
• Field Mapping Names
• "Map Name Instead of ID" is gone!
• Field Level Security
• Adjusting Field Permissions for a Security Profile
• Knowledge Check: MS Dynamics
• Knowledge Check