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Course Outline
Introduction to Dynamics 365 Sales
- Overview of the Dynamics 365 ecosystem
- Introduction to the Dynamics 365 Sales module
Setting Up Dynamics 365 Sales
- Configuring the sales environment
- Establishing users, roles, and permissions
- Customizing the sales dashboard
Managing Customer Relationships
- Creating and maintaining accounts and contacts
- Tracking customer interactions
- Utilizing the Relationship Assistant
Sales Process Management
- Generating and managing leads
- Converting leads into opportunities
- Overseeing opportunities and quotes
- Processing orders and invoices
Data and Analytics
- Utilizing dashboards and reports
- Analyzing sales performance metrics
- Forecasting future sales trends
Integration and Customization
- Integrating with Microsoft Outlook and Teams
- Customizing entities and fields
- Expanding functionality via the Power Platform
Best Practices and Case Studies
- Adopting best practices for sales management
- Examining real-world case studies
Summary and Next Steps
Requirements
- A foundational understanding of CRM principles
- Familiarity with standard sales processes
Target Audience
- Sales professionals
- CRM administrators
- Business analysts
14 Hours
Testimonials (1)
The practice and trainer knowledge