Get in Touch
 Duration 14 hours

Course Outline

Introduction to Dynamics 365 Sales

  • Overview of the Dynamics 365 ecosystem
  • Introduction to the Dynamics 365 Sales module

Configuring Dynamics 365 Sales

  • Setting up the sales environment
  • Defining users, roles, and access permissions
  • Personalizing the sales dashboard

Handling Customer Relationships

  • Establishing and maintaining accounts and contacts
  • Monitoring customer interactions
  • Employing the Relationship Assistant

Sales Workflow Administration

  • Generating and managing leads
  • Transforming leads into opportunities
  • Overseeing opportunities and quotations
  • Handling orders and billing

Data & Analytics

  • Leveraging dashboards and reports
  • Evaluating sales performance
  • Predicting sales trends

Integration & Customization

  • Synchronizing with Microsoft Outlook and Teams
  • Modifying entities and fields
  • Expanding capabilities via the Power Platform

Best Practices & Case Studies

  • Adopting optimal strategies for sales management
  • Examining real-world case examples

Conclusion & Future Steps

Requirements

  • Foundational knowledge of CRM principles
  • Familiarity with sales procedures

Target Audience

  • Sales professionals
  • CRM administrators
  • Business analysts

Number of participants


Price per participant

Testimonials (1)

Upcoming Courses

Related Categories