Course 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.
Course Outline
1 - Set up and configure Dynamics 365 Sales
- Set up and configure the application
- Use customization options
- Set up security roles
- Check your knowledge
2 - Manage leads with Dynamics 365 Sales
- Dynamics 365 leads overview
- Create Dynamics 365 leads
- Lead management lifecycle
- Lead qualification
- Lab - Work with Dynamics 365 leads
- Check your knowledge
3 - Manage opportunities with Dynamics 365 Sales
- Dynamics 365 opportunity overview
- Create Dynamics 365 opportunities
- Account and team selling
- Opportunity management lifecycle
- Lab - Manage opportunities in Dynamics 365
- Check your knowledge
4 - Manage and organize your product catalog with Dynamics 365 Sales
- Dynamics 365 product catalog overview
- Currencies and currency management
- Define products
- Product families
- Price lists
- Product catalog settings
- Check your knowledge
5 - Process sales orders with Dynamics 365 Sales
- Sales order processing overview
- Quotes and quote management
- Orders and invoices
- Check your knowledge
6 - Manage relationships with relationship selling in Dynamics 365 Sales
- Overview
- Sales accelerator
- Enforce best practices with playbooks
- Manage relationship health with Sales Insights
- Sales Navigator
- Check your knowledge
7 - Analyze Dynamics 365 sales data
- Analytical options overview
- Search tools
- Out-of-box tools
- Power BI
- Use Power BI templates
- Lab - Analyze data
- Check your knowledge
8 - Define and track individual goals in Dynamics 365 Sales and Customer Service
- Overview of goals
- Defining individual goals
- Parent and child goals
- Check your knowledge
9 - Use goal metrics in Dynamics 365 Sales and Customer Service
- Overview
- Fiscal year settings
- Goal metrics
- Check your knowledge
Course 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 Microsoft Power Platform Functional Consultant is recommended as a supplement to this course.
Course Information
Length: 2 day
Format: Lecture and Lab
Delivery Method: n/a
Max. Capacity: 16
Schedule
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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.
