Success - MS Dynamics Training

MS Dynamics <> Outreach integration review training!

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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

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