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Course Outline
Introduction to Dynamics 365 Sales
- Overview of the Dynamics 365 ecosystem.
- Introduction to the Dynamics 365 Sales module.
Setting Up Dynamics 365 Sales
- Configuring the sales environment.
- Setting up users, roles, and permissions.
- Customising the sales dashboard.
Managing Customer Relationships
- Creating and managing accounts and contacts.
- Tracking customer interactions.
- Utilising the Relationship Assistant.
Sales Process Management
- Creating and managing leads.
- Converting leads to opportunities.
- Managing opportunities and quotes.
- Processing orders and invoices.
Data and Analytics
- Using dashboards and reports.
- Analysing sales performance.
- Forecasting sales.
Integration and Customisation
- Integrating with Microsoft Outlook and Teams.
- Customising entities and fields.
- Extending functionality with Power Platform.
Best Practices and Case Studies
- Implementing best practices for sales management.
- Reviewing real-world case studies.
Summary and Next Steps
Requirements
- Foundational knowledge of CRM concepts.
- Familiarity with standard sales processes.
Target Audience
- Sales professionals.
- CRM administrators.
- Business analysts.
14 Hours
Testimonials (1)
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