Introduction
This comprehensive guide serves as your essential resource for understanding and effectively utilizing Dynamics 365 education platform. We will cover all the fundamental functionalities you will need, starting with a step-by-step approach to signing into your personal account.
Once authenticated, we will guide you through the user interface, explaining its layout and key components to ensure you can confidently navigate the system. A significant portion of this guide is dedicated to the efficient management of various crucial records. You’ll learn how to create, edit, and track important information related to:
- Contacts
- Accounts
- Inquiries
- Opportunities
- Enrollments
Before you get started: To access your Dynamics 365 account, you will require specific user credentials. If you need to contact your local system administrator to obtain your unique username and password, make a request to sign in. For security purposes, never give your credentials to anyone. If you forgot your credentials, please contact your local system administrator for further assistance.