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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

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