Work with Dynamics 365 Sales

Overview

Title: Work with Dynamics 365 Sales

Description: Discover the power of Microsoft Dynamics 365 Sales in enabling sales professionals to forge stronger relationships with customers, leverage insightful data, and close deals faster. This course delves into various aspects of the Dynamics 365 Sales application, covering essential modules that enhance your customer engagement and sales management capabilities.

• Module 1: Introduction to Dynamics 365 Sales, covering setup and initial customization, tracking of accounts and contacts, nurturing sales from lead to order, and creating sales collateral.
• Module 2: Lead management, exploring lead creation, management and lifecycle, including qualification and disqualification processes.
• Module 3: Opportunity management, focusing on how opportunities are used and managed within Dynamics 365, including creation and the ongoing management relationships.
• Module 4: Enhancing customer relationships through Embedded Intelligence features in Dynamics 365, deploying advanced relationship insights and communication tracking.
• Module 5: Product catalog management, defining products, families, and bundles, and establishing pricing through price lists and discount lists.
• Module 6: Sales order processing, including the setup of sales processes, management of quotes, orders, and invoices.
• Module 7: Best practices in relationship management within Dynamics 365 Sales, utilizing sales playbooks and managing relationship health with Sales Insights.
• Module 8: Leveraging analytical tools within Dynamics 365 to enhance business decisions, including custom views, detailed charts, and external analytics with tools like Power BI.

University: Provider: Microsoft Learn

Categories: Customer Relationship Management Courses, Microsoft Dynamics Courses

Syllabus

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united states