Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
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
Testimonials (1)
The practice and trainer knowledge