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.
In this training course our instructor will 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.
After completing this course, 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 Outline:
Module 1 - Sales Overview:
In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.
• Sales overview
• Configuring Sales
Module 2 - Working with Opportunities:
In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.
• Manage customers
• Working with opportunities
• Embedded intelligence
• Playbooks
• Integrated sales tools
Module 3 - Quotes to Orders:
In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.
• Order processing overview
• Manage product catalog
• Create and manage quotes
• Create and manage orders and invoices
Module 4 - Sales Analytics and Insights:
In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.
• Overview
• Power BI
• AI for Sales
Audience:
This course is relevant for persons with Sales expertise and consultants, responsible for implementing solutions that support a sales life cycle to run efficiently to meet revenue targets, business strategies and company objectives.
Language:
English course documentation, Norwegian speaking instructor
Certification:
This course is recommended preparation for exam MB-210. Exam MB-210 leads (together with exam MB-200) to the certification Dynamics 365 for Sales Functional Consultant Associate.