Dynamics 365 - New Job Instructions - eLearning
Jo Skevington
Created on June 27, 2024
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Transcript
Learn how to set up new instructions in Dynamics 365.
New Instructions
START
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
Show interactive content
Navigation
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BackPage
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Back to Home
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
Contextualize your topic with a subtitle
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. β 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. β 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 πβ.
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
Contextualize your topic with a subtitle
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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- Labore et dolore magna aliqua.
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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.