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 Duration 14 hours

Course Outline

Introduction to MS Dynamics 365 Sales Insights

  • An overview of the MS Dynamics 365 ecosystem
  • The role of Sales Insights within the broader Dynamics 365 suite
  • Core features and typical use cases

Getting Started with Sales Insights

  • Navigating and accessing the Sales Insights module
  • Exploring dashboards and key interface elements
  • Setting up initial configurations

AI-Driven Sales Analytics

  • Applying AI to evaluate customer relationships
  • Prioritizing opportunities and performing lead scoring
  • Tracking pipeline health and emerging sales trends

Customizing Sales Insights for Your Business

  • Creating custom views and generating reports
  • Defining key metrics and KPIs
  • Aligning features with existing sales workflows

Integration and Automation

  • Linking Sales Insights with other Dynamics 365 modules
  • Connecting external third-party tools and services
  • Automating sales tasks using Power Automate

Enhancing Sales Strategies

  • Utilizing predictive insights to inform decisions
  • Discovering opportunities for cross-selling and up-selling
  • Boosting team collaboration and performance monitoring

Managing and Maintaining Sales Insights

  • Upholding data integrity and security standards
  • Managing regular updates and feature enhancements
  • Resolving common operational issues

Summary and Recommended Next Steps

Requirements

  • Foundational knowledge of Customer Relationship Management (CRM) principles
  • Working familiarity with standard sales processes and workflows

Target Audience

  • Sales professionals and team leaders
  • CRM administrators and technical consultants
  • Business analysts and strategic decision-makers

Number of participants


Price per participant (excl. VAT)

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