Get in Touch
 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

Number of participants


Price per participant (excl. VAT)

Upcoming Courses

Related Categories