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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
Testimonials (1)
The practice and trainer knowledge