Dynamics 365 - New Job Instructions - eLearning

Learn how to set up new instructions in Dynamics 365.

New Instructions

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Training

Welcome to your interactive eLearning course, where a dynamic and engaging learning experience awaits you. As you embark on this journey, expect to encounter a variety of multimedia content. This page presents how to use it. Check out the button descriptions on the right.

Introduction

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introduction to dynamics 365

Training content

In this training session you will learn the below:

how to distinguish between Instruction related pages in Dynamics 365

How to create a quote

how to create a contract line

updating project status

INTERACTIVE QUESTION

Quiz

This training will introduce you to Dynamics 365 and demonstrate the quote/contract and project setup.

Dynamics 365

Core Project Management System

Dynamics 365 is used for contract and project management. It provides a complete view of project progress, time tracking, cost control, and invoicing - all in one platform. It allows easy recording and linking of client information to specific projects, enhancing project management efficiency.

Fee earner page

Need more reasons to create dynamic content? Well: 90% of the information we assimilate comes to us through sight, and we retain 42% more information when the content moves.

+ info

Essentials Required for the new instruction setup

See below what is deemed essenial for a new instrution reation.

When creating a new instructions, the system will ask for mandatory information to be filled out before you can create it.

STEP 1

Obtain Client Details.Is the account present in Dynamics 365? Can you search for it?

STEP 2

Obtain the Billing Account Details.Is the Billing Account the same as the main Client Account you have found?

STEP 3

Obtain Property Details.Is the property present in Dynamics 365?

STEP 4

And to leave your audience speechless.

Instruction Related Pages

Click through the images to note the distinctive differences.

In this page you can find Quotes and Contracts (Active Status).

Add or remove Colums or Edit filters available in this view.

Search for your Quote/Contract by clicking on the Order ID column and applying filters.

Click on the Quotes and Contracts to see a list of all instructions.

Double-click on the number to open record.

Add or remove Colums or Edit filters available in this view.

Click on the Document Button to launch Hollis DMS, directly in the Quote/Contrct folder.

Click on the Quotes and Contracts to see a list of all instructions

In this page you can find Quotes and Contracts (Active Status)

'Including quotes always reinforces our presentation. It breaks the monotony'

Name Surname

STRUCTUREYOUR CONTENT

Sections like this will help you stay organized

relevantdata

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90%

of the information we assimilate comes to us through sight. Tell stories with graphics!

85%

of purchases are emotional. The passion that storytelling provokes is our ally to influence the audience's purchasing decisions.

50%

of our brain is involved in processing visual stimuli.

80%

of what we do and see, we remember. People also remember 10% of what they hear, 20% of what they read. Create interactive content!

relevantdata

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85%

of purchases are emotional.

TIMELINE

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To tell stories in an orderly, hierarchical, structured and concise way. These are the four pillars to carry out a successful presentation.

STEP 1

You can add interactivity to your timeline.

STEP 2

Also animations to make it fun.

STEP 3

The important thing is that everything fits the theme.

STEP 4

And leave your audience amazed.

GRAPH+TEXT

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Statistics convey professionalism and a greater sense of veracity.A plus: always try to include the source.

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TABLE+TEXT

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Visual communication is a key tool. We find it easier to 'read' images than to read written text. Therefore, disciplines like Visual Thinking facilitate visually rich note-taking thanks to the use of images, graphics, infographics, and simple drawings.

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TABLE+TEXT

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Visual communication is a key tool. We find it easier to 'read' images than to read written text. Therefore, disciplines such as Visual Thinking facilitate visually rich note-taking thanks to the use of images, graphics, infographics, and simple drawings.

LIST/PROCESSES

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Although you should not abuse bullet points, icons and schemes can be great allies when telling stories.

Beingsvisual

We are capable of understanding images from millions of years ago, even from other cultures.

Beings NARRATIVES

We tell thousands and thousands of stories. ⅔ of our conversations are stories.

Beingssocial

We need to interact with each other. We learn collaboratively.

LIST/PROCESSES

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Although you should not abuse bullet points, icons and schemes can be great allies when telling stories.

Visual beings

We are able to understand images from millions of years ago, even from other cultures.

Narrative beings

We tell thousands and thousands of stories. ⅔ of our conversations are stories.

Social beings

We need to interact with each other. We learn collaboratively.

Digital beings

We avoid being part of the content saturation in the digital world.

LIST/PROCESSES

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Although you should not abuse bullet points, icons and diagrams can be great allies when telling stories.

• Is clear and structured.
• Tells stories hierarchically.
• Matches your audience.
• Adapts fonts and color to the theme.
• Includes images and entertains.

• Represents data with graphics.
• Uses timelines.
• Is animated and interactive.
• Excites through multimedia elements.
• DOES NOT exceed with bullet points 🙃​.

VIDEO

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Multimedia content is essential in a presentation, to leave everyone amazed. Additionally, this way you will synthesize the content and keep your audience entertained.

TEXT+ICONS

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Although you should not abuse bullet points, icons and schemes can be great allies when telling stories.

Generate experiences with your content

Measure results and experiment

It has a WOW effect. Very WOW.

Activate and surprise your audience

Make your audience remember the message

It is orderly, hierarchical, and structured

TEXT+ICONS

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Generate experiences with your content.

Measure results and experiment.

It has a WOW effect. Very WOW.

Activate and surprise your audience.

Make your audience remember the message.

This is a paragraph ready to contain creativity, great experiences, and stories.

It is essential to make the relevant checks. Not a single typo should be left!

The tone is usually formal and the vocabulary technical, so keep that in mind when writing.

This is a paragraph ready to contain creativity, great experiences, and stories.

AUDIO

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Multimedia content is essential to achieve a WOW effect in your creations. Including background music, audio, or sound effects here... always adds value!

INSERTED CONTENT

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Social Network

Music

Map

QUESTIONINTERACTIVE

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QUESTIONINTERACTIVE

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QUESTIONINTERACTIVE

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QUESTIONINTERACTIVE

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CONCLUSIONS

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With Genially templates you can include visual resources to leave your audience open-mouthed. Also highlight a specific phrase or data that remains ingrained in the memory of your audience and even embed external content that surprises: videos, photos, audios... Whatever you want!Need more reasons to create dynamic content? Well: 90% of the information we assimilate comes to us through sight and, in addition, we retain 42% more information when the content moves.

Need more reasons to create dynamic content? Well: 90% of the information we assimilate comes to us through sight and, in addition, we retain 42% more information when the content moves.When carrying out a presentation, two objectives must be pursued: transmitting information and avoiding yawns.

'Your content is liked, but it engages much more if it is interactive'

Name Surname

Remember to post!

Do you have an idea?

With Genially's templates, you can include visual resources to leave your audience open-mouthed. Also, highlight a phrase or specific piece of information that will be etched in your audience's memory, and even embed external content that surprises: videos, photos, audios... Whatever you want!Need more reasons to create dynamic content? Well: 90% of the information we assimilate comes to us through sight, and we also retain 42% more information when the content moves.

Take advantage of our resource bank or upload your own visual elements to enhance the storytelling of your creation.

If you know your Client Account details - that great! Proceed to Step 2.

STEP 1

Client Account Details

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Use this space to briefly describe your graph and its evolution.

Haven't we convinced you to use graphics in your creations yet? Well: there are studies that show that 50% of the brain is responsible for processing visual stimuli, and that it is retained 42% more when the content is animated.

Use this space to briefly describe your graph and its evolution.

Haven't we convinced you to use graphics in your creations yet? Well: there are studies that show that 50% of the brain is responsible for processing visual stimuli, and that it is retained 42% more when the content is animated.