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.
DurationMicrosoft 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.
Who Should Attend
A Dynamics 365 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.
Certifications
This course is part of the following Certifications: Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate
Prerequisites
Familiarity of business applications and the desire to customize and implement them for your business.
Course Content
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
InfoPad boasts over 50 years of combined technical expertise in Microsoft Dynamics, underscoring our deep-rooted knowledge and proficiency in CRM solutions.
This extensive experience equips us to handle complex challenges and tailor Dynamics 365 to seamlessly integrate with various business processes and systems.
Additionally, our status as a partner with leading technology providers like Microsoft, HubSpot, and ClickDimensions enhances our capability to offer comprehensive and advanced solutions.
These partnerships not only validate our expertise but also provide us with early access to new features, tools, and support, which we leverage to benefit our clients.
Our certified expertise and strong partnerships ensure that we are equipped to provide cutting-edge solutions, keeping our clients ahead in a rapidly evolving digital landscape.
This combination of technical mastery and elite partnerships makes InfoPad a particularly wise choice for organisations looking to maximise their CRM investments and drive significant business growth.
Why Choose InfoPad?
Discover the InfoPad advantage—where customer-centric values, deep expertise, a focus on profitability, and transparent value come together to offer you CRM solutions that truly make a difference.
All our trainers are Microsoft certified in Dynamics 365 applications. Our training sessions are designed to empower users to enhance productivity and collaboration using the tools available in Dynamics 365 applications.
Organizations use Dynamics 365 for Finance and Operations to automate and improve their supply chain by modernizing company logistics, providing prompt customer service, staying ahead with predictive analytics, streamlining procurement, and integrating operations from revenues to fulfilment.
Learn how to use this cloud based solution to build your own applications to integrate your data, business logic & processes. Alternatively, we can build your custom solution according to your spec & show you how to maintain in-house.
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