Course Description

Dynamics365 Consultant

Events, Membership & Committee Instructor

Course curriculum

  • 1

    Membership Overview

    • Functionality Overview

    • Using the Unified Interface Navigation

    • Using Sitemap Interface - Web Client
  • 2

    Membership Setup Entities

    • Creating a Membership Event Category

    • Setting up Membership Sectors

    • Creating Membership Pricelists and Products

    • Membership Fields - Solution Settings
  • 3

    Using Membership Functionality within Customer Engagement

    • Viewing Membership Registration Details

    • Viewing Membership Payment Schedules

    • Creating Invoices for Membership 'Payment Schedule' Entries

    • Viewing Membership Record Lists

    • Viewing Membership Payments made via the Portal

    • Using Membership Functionality when Manually Creating Opportunities
  • 4

    Additional Membership Functionality

    • Membership Flows

    • Membership Email Templates

    • Membership Workflows

    • Solution Plugins Described