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Duration 14 hours
Course Outline
Introduction to Dynamics 365 Sales
- Survey of the Dynamics 365 ecosystem
- Primer on the Dynamics 365 Sales module
Configuring Dynamics 365 Sales
- Tuning the sales environment
- Establishing users, roles, and access rights
- Personalizing the sales dashboard
Handling Customer Relationships
- Building and maintaining accounts and contacts
- Monitoring customer interactions
- Applying the Relationship Assistant
Sales Process Governance
- Generating and handling leads
- Transitioning leads into opportunities
- Overseeing opportunities and quotes
- Executing orders and invoicing
Data Insights and Analysis
- Navigating dashboards and reporting tools
- Evaluating sales performance metrics
- Projecting future sales trends
Integration and Tailoring
- Connecting with Microsoft Outlook and Teams
- Modifying entities and fields
- Expanding capabilities via the Power Platform
Optimal Practices and Case Examples
- Adopting best practices for sales management
- Examining real-world case studies
Recap and Future Steps
Requirements
- Fundamental knowledge of CRM principles
- Familiarity with standard sales procedures
Target Audience
- Sales specialists
- CRM administrators
- Business analysts