- Course overview
- Course details
- Prerequisites
Course overview
About this course
Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
Join our team of experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.
Audience profile
A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
At course completion
You will be able to:
- Install and configure the application
- Identify common sales scenarios
- Complete a sales cycle
- Configure product catalog
- Manage customer records
- Utilize analytics tools with customer data
Course details
Module 1: Introduction to Microsoft 365 Security Metrics
Module 1: Sales Overview
- Sales overview
- Configuring Sales
- Module summary
Module 2: Working with Opportunities
- Manage customers
- Working with opportunities
- Embedded intelligence
- Playbooks
- Integrated sales tools
- Module summary
Module 3: Quotes to Orders
- Order processing overview
- Manage product catalog
- Create and manage quotes
- Create and manage orders and invoices
- Module summary
Module 4: Sales Analytics and Insights
- Overview
- Power BI
- AI for Sales
- Modules summary
Prerequisites
Familiarity of business applications and the desire to customize and implement them for your business.
Enquiry
Course : MB-210: Dynamics 365 for customer engagement for sales
Enquiry
request for : MB-210: Dynamics 365 for customer engagement for sales
