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.
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 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.
Prerequisites
Students should be familiar with Dynamics 365 model-driven applications and the Power Platform. Students should also be familiar with the sales process and sales organizations. No certifications are required as a pre-requisite for this course, but PL-200T00 (Power Platform Functional Consultant) is recommended as a supplement to this course.
Audience
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
Course Topics
Set up and configure Dynamics 365 Sales
Manage leads with Dynamics 365 Sales
Manage opportunities with Dynamics 365 Sales
Work with Dynamics 365 Sales insights
Manage and organize your product catalog with Dynamics 365 Sales
Process sales orders with Dynamics 365 Sales
Manage relationships with relationship selling in Dynamics 365 Sales
Analyze Dynamics 365 sales data
Define and track individual goals in Dynamics 365 Sales and Customer Service
Use goal metrics in Dynamics 365 Sales and Customer Service
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Learn how you can use Dynamics 365 to meet today’s challenges by bringing your skills and career together with the next generation of CRM and ERP applications.
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