Introduction to Dynamics 365 Business Units, Teams and Security Roles Course
Aimed at introducing
end users and new administrators who are required to have a basic concept of Business Units, Teams and Security Roles within Dynamics 365 in order to create and maintain an effective CRM system.
This course focuses on introducing users to the basic concepts of creating and using Business Units, Teams and Security Roleswithin Microsoft Dynamics 365 Sales. Users will be introduced to these concepts as an introduction to creating and maintaining an effective CRM system through looking at the core concepts of the CRM management model. The course also looks at hierarchical relationships in terms of Account Ownership and Cascading Rules.
Duration: 2-3 hours
The topics this course covers are:
The main concepts behind the use of Business Units