Announcements
When will Microsoft provide Administrator training on their CRM? Thank goodness for YouTube third-party user training.
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Hi
Have a look at the following courses :
docs.microsoft.com/.../admin-guide
docs.microsoft.com/.../administrating-power-platform-subscriptions
If you have Dynamics Learning Portal access, you will have access to courses like the following and more
Implementing Dynamics 365 for Sales, Course Number XELC2IMP
Implementing Dynamics 365 for Customer Service, Course Number ECECSI2
Kokulan
Thank you for responding. I'm looking for information on data mapping today. What are the rules for this? If I have mapped fields from account to phone call, can I add those same fields to the contact? Am I only allowed to map fields once? How do I set this up. These are the things I don't see in the links you provided. It doesn't seem difficult to do but I want to do it correctly the first time. The training provided to the resellers should be provided to the end-user.
Do you know how can I get learning portal access?
The following is the URL and please visit the link and see the login options
mbspartner.microsoft.com
Normally you get access via Partner account but im sure there are other ways to get access
To answer your question on mapping, you definitely can use the same field on multiple mapping to different entities.
If you wanna have more read on the topic of mapping, here are some useful links
docs.microsoft.com/.../map-entity-fields
www.marksgroup.net/.../dynamics-365-mapping-fields
itsolutions.bdo.ca/.../using-field-mapping-in-microsoft-dynamics-crm-to-copy-data-between-associated-records
community.dynamics.com/.../dynamics-365-crm-field-mappings-but-not-as-you-know-it
Just wanted to thank you for the information. Maybe one day Microsoft will provide their end-users with access to the portal. I appreciate the links you provided. The information will surely help.
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