Length
1 day
Version
A

Overview

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 the 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.

Key Topics

Detailed Info
  • Configure Dynamics 365 Sales
  • Manage Customers, Leads, and Opportunities
  • Process Sales Orders
  • Integrate Components with Dynamics 365 Sales
Skills Gained
Key Topics
Target Audience
Prerequisites

Skills Gained

After completing this course, students 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

Key Topics

Module 1: Configure Dynamics 365 Sales
In this module, we will learn about configuring the sales application to fit an organization’s unique requirements.

Lessons

  • Configure organization and management settings
  • Create and configure sales visualizations

Module 2: Manage customers, leads, and opportunities
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.

Lessons

  • Manage customers using accounts and contacts
  • Manage leads
  • Manage opportunities

Module 3: Process sales orders
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.

Lessons

  • Manage quotes, orders, and invoices
  • Manage and organize the product catalog
  • Manage forecasting
  • Configure playbooks

Module 4: Integrate components with Dynamics 365 Sales
In this module, we will learn how to use sales analytics tools to empower the sales team.

Lessons

  • Leverage Embedded Intelligence in Dynamics 365 Sales
  • Manage relationships with social selling

Target 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.

We can also deliver and customise this training course for larger groups – saving your organisation time, money and resources. For more information, please call us at +632 8244 2098 or email [email protected]

Prerequisites

Familiarity of business applications and the desire to customize and implement them for your business.

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The supply of this course by DDLS is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

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