D365 FinServices

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