MODULE 2 OF THE BARE BONES CONFIGURATION GUIDE FOR SALES AND MARKETING WITHIN DYNAMICS 365 SCM – CONFIGURING ACTIVITIES IS NOW AVAILABLE
Even with my Surface Studio having to go to the Computer Hospital last week, I was able to get the next installment of the Bare Bones Configuration Guide for Dynamics 365 edited and published this weekend.
This next edition continues to chronicle the implementation at the Waterdeep Trading Company and shows how to implement Activity Tracking within the Sales and Marketing module within the Supply Chain Management area of the system.
This guide covers the configuration of Activity Types, Phases, and Plans, the setup of the Activity default parameters, and also shows the activity tracking in action within Collections. There is even a touch of Astral Projection included.
If you want to check it out then here is the latest version: