Keeping Track of Activities in Dynamics 365 for Sales

Skillsoft issued completion badges are earned based on viewing the percentage required or receiving a passing score when assessment is required. Keep track of activities with Dynamics 365 Sales. In this course, see how to make phone log notes, and how to add documents and notes to a record. View and publish posts directly from a record, or via the What's New area. Send emails and links. Send bulk emails. Create email templates. Create a task. Schedule appointments and meetings. Track your calls, meetings, and tasks via the Activity Area. Use the calendar to set your daily agenda as well as schedule appointments and activities.