Serversys Academy

Get started with the full Dynamics 365 Marketing overview

• Tutorial: Create a marketing email and go live
• Design your digital content
• Check your work using previews and test sends
• Keyboard shortcuts and accessibility features for content designers
• Email marketing overview
• Work with email, page, and form templates
• Design elements reference

• Tutorial: Create a simple customer journey
• Tutorial: Create a segment
• Tutorial: Generate activities from a customer journey
• Tutorial: Create an interactive customer journey
• Use customer journeys to create automated campaigns
• Customer journey tiles reference
• Working with segments

• Learn the basics
• Understand the sales process
• Import data
• Export data to Excel
• Search for your data
• Assign or share records
• Print quote, invoice, or other records
• Export sales records to PDF
• View and manage records in focused view
• Set focused view as the default view
• Work with views

System requirements for Sales Hub and Sales Professional apps

Insight cards reference

Create Insight cards

Get started with the full Customer Service Overview.

• Configure a chat widget and embed it in portal
• Search the knowledge base on portals
• Develop a custom live chat widget

• Enable AI suggestions for cases, knowledge articles
• Configure AI topic clustering for conversations
• View smart assist suggestions for knowledge articles and similar cases using AI