Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of
customers and potential customers. Using Dynamics 365 Sales, organizations can track
data against sales goals, automate best practices, learn from data, and more.Join our
team of globally recognized 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.
Course dates and course fee may be subjected to changes.
Course Outline
Lesson 1: Set up and configure Dynamics 365 Sales
- Set up and configure the application
- Use customization options
- Set up security roles
- Check your knowledge
Lesson 2: Manage leads and opportunities with Dynamics 365 Sales
- Dynamics 365 leads overview
- Create Dynamics 365 leads
- Lead management lifecycle
- Lead qualification
- Lab – Work with Dynamics 365 leads
- Lead data management tools
Lesson 3: Manage opportunities with Dynamics 365 Sales
- Dynamics 365 opportunity overview
- Create Dynamics 365 opportunities
- Account and team selling
- Opportunity management lifecycle
- Lab – Manage opportunities in Dynamics 365
Lesson 4: Work with Dynamics 365 Sales insights
- Introduction to Sales Insights
- Assistant cards
- Auto capture
- Email engagement
- Manage relationship health
- Work with artificial intelligence features
Lesson 5: Manage and organize your product catalog with Dynamics 365 Sales
- Dynamics 365 product catalog overview
- Currencies and currency management
- Define products
- Product families
- Price lists
- Product catalog settings
- Exercise – Set up the product catalog
Lesson 6: Process sales orders with Dynamics 365 Sales
- Sales order processing overview
- Quotes and quote management
- Orders and invoices
- Exercise – Sales order processing lifecycle
Lesson 7: Manage relationships with relationship selling in Dynamics 365 Sales
- Sales accelerator
- Enforce best practices with playbooks
- Manage relationship health with Sales Insights
- Sales Navigator
- Exercise – Manage relationships with playbooks and Sales Insights
Lesson 8: Analyze Dynamics 365 sales data
- Analytical options overview
- Search tools
- Out-of-box tools
- Power BI
- Use Power BI templates
- Lab – Analyze data
Lesson 9: Define and track individual goals in Dynamics 365 Sales and Customer Service
- Defining individual goals
- Parent and child goals
- Exercise – Measuring customer success using goals
Lesson 10: Use goal metrics in Dynamics 365 Sales and Customer Service
- Fiscal year settings
- Goal metrics
- Exercise – Defining goal metrics
