Course Description

Dynamics365 Consultant

Events, Membership & Committee Instructor

Course curriculum

  • 1

    Customer Portal Overview

    • Functional Overview
  • 2

    Portal Setup Entities

    • Company Roles

    • Countries – Direct Debit Details

    • Portal Fields on Contact Records

    • Communication Lists

    • Sectors

    • Portal Fields - Solution Settings
  • 3

    Using the Customer Portal Functionality

    • Registering for a Customer Portal Account

    • Resetting a Customer Portal Account Password

    • Registering for an Event on the Customer Portal

    • Registering for a 'Table Planning' Event on the Customer Portal

    • Registering to a Waitlist for an Event on the Customer Portal

    • Viewing Booked Events on the Customer Portal

    • Registering for Membership on the Customer Portal

    • Viewing Membership Details on the Customer Portal

    • Renewing Membership on the Customer Portal

    • Video - Payments Made by Credit Card - Integration with Sage Pay

    • Joining a Committee on the Customer Portal

    • Viewing Committees Joined on the Customer Portal

    • Updating Profile Details on the Customer Portal

    • Viewing/Paying Invoices on the Customer Portal

    • Request Area on the Customer Portal

    • Sponsor Area on the Customer Portal

    • Manage CPD Hours on the Customer Portal
  • 4

    Additional Customer Portal Functionality

    • Portal Email Templates

    • Solution Plugins Described

    • Customer Portal Workflows

    • Changing Customer Portal Branding
  • 5

    Domain Functionality

    • Domain Functionality Overview

    • Domain Setup Fields - Solution Settings

    • Manually Creating 'Domain Include' records in Customer Engagement

    • Setting up 'Domain Exclude' records in Customer Engagement

    • Domain Functionality - Event Registration

    • Domain Functionality - Portal Registration

    • Additional Domain Functionality
  • 6

    ClickDimensions Integration

    • Using ClickDimensions Subscription Management