Learning Path 2 - Module 2: Describe shared activities and integration options in Dynamics 365 customer engagement apps

Practice Lab 1.2 - Manage customers and activities

Objectives

In this exercise, you will be working with common records that are used by all the first party customer engagement apps.

Lab Setup

• Estimated Time: 15 minutes

Instructions

In this exercise, you will be working with common records that are leveraged by all the first party customer engagement apps.

1. If it is not open already, open the Dynamics 365 Sales Hub application.

2. Using the navigation on the left side of the screen, select Accounts.

3. On the Command Bar, select the New button.

4. Complete the account record as follows:

   • Account Name: Contoso Corporate (Your Initials)

   • Phone: 888-555-1234 (Your Initials)

   • Address 1 Street 1: 191 181^st Ave N (Your Initials)

   • Address 1 City: Seattle

   • Address 1 State/ Province: WA

   • Address 1 Postal Code: 98101

5. On the Command bar, select the Save and Close button to save and exit the account record.

6. On the Command bar, from the list of accounts, select the New button again.

7. Complete the account record as follows:

   • Account Name: Contoso North America (Your Initials)

   • Phone: 888-555-4321 (Your Initials)

   • Address 1 Street 1: 187 11^th ST N (Your Initials)

   • Address 1 City: Chicago

   • Address 1 State/ Province: IL

   • Address 1 Postal Code: 60176

8. Set the Parent Account field to the Contoso Corporate account you created earlier.

9. Click the Save button to save the account and leave it open.

10. Locate the Contacts Sub-grid on the right side of the screen.

11. Select the Vertical Ellipsis, and from the menu that appears, select New Contact.

12. Using the Quick Create Contact form, complete the contact as follows:

    • First Name: Jackson

    • Last Name: Anderson (Your Initials)

    • Job Title: CEO

    • Email: Jackson (Your Initials)@contososample.com

13. Select the Save and Close button.

14. Just above the Contact sub-grid, select the Primary Contact field, and set it to the Jackson Anderson contact you just created.

15. On the Record Timeline located in the middle of the screen, select the Plus Sign Icon to add a new item.

16. From the menu that appears, select Meeting.

17. Complete the appointment as follows:

    • Subject: Meeting with Jackson (Your Initials)

    • Start Time: Today at 4:00 PM

    • End Time: Today at 4:30 PM

18. Select the Save and Close button.

19. Save and close the account.

20. Click to select the Appointment and display the details about it.

21. Select the Open Record link.

22. With the appointment record open, from the Command Bar, select the Mark Complete button to finish the appointment.

23. Select the Save and Close button to return to the account record.

24. Select Save and Close on the account record to leave the account record.