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 Duration 14 hours

Course Outline

Overview of MS Dynamics 365 Sales Insights

  • Introduction to the MS Dynamics 365 landscape
  • The role of Sales Insights within the Dynamics 365 family
  • Core features and practical applications

Beginning with Sales Insights

  • Navigating and accessing the Sales Insights interface
  • Exploring dashboard elements and UI components
  • Establishing foundational configurations

AI-Powered Sales Analytics

  • Utilizing AI to examine customer interactions
  • Prioritizing opportunities through lead scoring
  • Tracking pipeline stability and sales patterns

Tailoring Sales Insights to Your Organization

  • Creating bespoke views and reporting structures
  • Defining key metrics and KPIs
  • Aligning module features with existing sales procedures

Integration and Automated Workflows

  • Connecting Sales Insights with other Dynamics 365 areas
  • Establishing links with external tools and services
  • Leveraging Power Automate to streamline sales tasks

Refining Sales Approaches

  • Using predictive data to inform strategic decisions
  • Spotting chances for cross-selling and upselling
  • Boosting team synergy and performance monitoring

Oversight and Maintenance of Sales Insights

  • Upholding data integrity and security standards
  • Keeping up with system updates and improvements
  • Resolving frequent technical challenges

Recap and Future Directions

Requirements

  • Foundational knowledge of Customer Relationship Management (CRM) principles
  • Acquaintance with standard sales cycles and operational workflows

Target Audience

  • Sales representatives and leadership teams
  • CRM administrators and solution consultants
  • Business analysts and key stakeholders

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