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Advisor Training

Wed, Sep 09

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https://events.teams.microsoft.com/event/72

Advisor Training: Navigation Bar and Dashboards

Advisor Training
Advisor Training

Time & Location

Sep 09, 2026, 1:00 PM – 2:00 PM PDT

https://events.teams.microsoft.com/event/72

About the Training

Advisor Training: Navigation Bar and Dashboards

When reviewing the Navigation Bar and Dashboards for advisors, there are several key features that can improve efficiency and user experience. 


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