| TDX Foundations |
Orientation to TeamDynamix fundamentals, especially for TeamDynamix administrators. |
| Core integrations |
The four most common integrations/connections that most clients would like set up: authentication, the email service, people import, and outgoing SMTP server. |
| Ticketing essentials |
Introduction to ticketing in TeamDynamix. Includes incident management and service request management. |
| Advanced ticketing |
More advanced ticketing-wide features such as Bomgar integration, SLAs, task templates, and workflows to help manage change management or problem management processes. |
| Reporting |
How to report, including building reports, using Analysis, and building desktop templates and desktops. |
| Client portal overview |
How to style and theme the client portal (end users' interface into TeamDynamix). |
| Service catalog |
How to build a service catalog and set up services so that end users can request service. |
| Enterprise request management |
Building additional ticketing applications for other units/areas. |
| Knowledge management |
Building a knowledge base, including setting up categories and permissions and a process for reviewing and approving knowledge base articles. |
| IT service change management |
Building out an IT service change management process. |
| Asset management |
Tracking assets and key data associated with assets such as vendors, product types, and product models. |
| Asset Discovery |
A TDX add-on that can be purchased to proactively find assets on your network, or pull back data on specific machines with an agent. |
| Project management essentials |
Managing active, "in-flight" projects in TeamDynamix including "top-line" project management plus also project plans, issues, links, the briefcase, and other components of project records. |
| Portfolio planning, also known as project request management and scoring |
Tracking, prioritizing, selecting, and staffing requested projects. |
| Time & expense tracking |
Recording people's time and expenses, including timecards. |