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D365 FinServices

Deliver better customer experiences in a compliance driven world...

Microsoft Outlook Client

  • Installing the Outlook Client
  • Configuring the Outlook Client
  • Set Regarding Process

First Steps

  • Recently Viewed Items
  • Set Personal Options
  • New User - Day 1 Checklist
  • Set A Default Dashboard

Fundamentals

  • Advanced Find (Basic)
  • Advanced Find (Intermediate)
  • Export To Excel

Activities

  • Generate Bulk Activities

Compliance

  • Disclosure & Opt-In Dates
  • Generate Fee Disclosure
  • Fee Disclosure Exclusions
  • Managing Fee Disclosure
  • Generate Opt-In Renewals
  • Managing Opt-In Renewals

Contacts

  • Merge Policy Numbers
  • Connections
  • Contact Segmentation
  • Merge Duplicate Contacts

Dashboards

  • ◐ ADVISER DASHBOARD
  • ◭ PRACTICE COMPLIANCE

Marketing

  • Create A Marketing List
  • Managing List Members
  • Create An Email Template
  • Email Blast via Quick Campaigns

Configuration

  • File Note Templates
  • Using Word Templates
  • Personal Word Templates
  • Microsoft Outlook Client
  • First Steps
  • Fundamentals
  • Activities
  • Compliance
  • Contacts
  • Dashboards
  • Marketing
  • Configuration

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