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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