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Course Outline
Introduction to Dynamics 365 Sales
- Overview of Dynamics 365 ecosystem
- Introduction to Dynamics 365 Sales module
Setting Up Dynamics 365 Sales
- Configuring the sales environment
- Setting up users, roles, and permissions
- Customizing the sales dashboard
Managing Customer Relationships
- Creating and managing accounts and contacts
- Tracking customer interactions
- Utilizing 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
- Analyzing sales performance
- Forecasting sales
Integration and Customization
- Integrating with Microsoft Outlook and Teams
- Customizing 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
- Basic understanding of CRM concepts
- Familiarity with sales processes
Audience
- Sales professionals
- CRM administrators
- Business analysts
14 Hours
Testimonials (1)
I learnt that we underutilize the system we work on and enjoyed every apsect.
