Microsoft Dynamics 365 Sales

Master Microsoft Dynamics 365 Sales to streamline customer management and enhance sales productivity with cutting-edge automation and analysis, ideal for aspiring Dynamics 365 consultants.

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Essential Skills Gained

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Install and configure Dynamics 365 Sales application.

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Identify and implement common sales scenarios.

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Complete comprehensive sales cycles.

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Utilize customer data with advanced analytics tools.

Format

  • Instructor-led
  • 1 days with lectures and hands-on labs.

Audience

  • Dynamics 365 Functional Consultants
  • Business Application Specialists
  • Sales Process Managers
  • CRM Administrators

Description

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.

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Upcoming Course Dates

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Course Outline

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Module 1: Configure Dynamics 365 Sales

  1. Configure Organization and Management Settings

  2. Create and Configure Sales Visualizations

Module 2: Manage Customers, Leads, and Opportunities

  1. Manage Customers Using Accounts and Contacts

  2. Manage Leads

  3. Manage Opportunities

Module 3: Process Sales Orders

  1. Manage Quotes, Orders, and Invoices

  2. Manage and Organize the Product Catalog

  3. Manage Forecasting

  4. Configure Playbooks

Module 4: Integrate Components with Dynamics 365 Sales

  1. Leverage Embedded Intelligence in Dynamics 365 Sales

  2. Manage Relationships with Social Selling

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.