Course Description

Dynamics365 Consultant

Events, Membership & Committee Instructor

Course curriculum

  • 1

    Committee Overview

    • Functionality Overview

    • Using the Unified Interface Navigation

    • Using Sitemap Navigation - Web Interface
  • 2

    Committee Setup Entities

    • Committee Types

    • Committee Roles

    • Committee Groupings

    • Creating Committee Accounts

    • Adding Documents to the Committee Document Library

    • Committee Fields - Solution Settings
  • 3

    Using Committee Functionality within Customer Engagement

    • Processing Committee Member Join Requests

    • Committee Members Entity

    • Committee Fields on Contact Records

    • Processing Committee Resignations

    • Creating Committee Appointments
  • 4

    Additional Committee Functionality

    • Committee Email Templates

    • Committee Workflows

    • Solution Plugins Described