Using Dynamics 365 Sales, you manage current and future customers, learn from data, track data against sales goals, and automate your company’s best-selling practices.
Dynamics 365 for Sales provides a comprehensive set of functionalities, such as lead-to-order process management. We go through the application’s available automations and customization options.
Implementation: Class, Online
Length: 2 days
Starting dates: Ask for details: sales@sulava.com
Material: Microsoft English Material (MOC)
Audience profileThe course is intended for individuals who want to learn how to customize Dynamics 365 Sales using out of the box capabilities, codeless extensibility, application and service integrations to enable sales staff to be their most productive selves.
This course prepares you for the certification exam MB-210: Microsoft Dynamics 365 Sales Functional Consultant to obtain the Dynamics 365 Sales Functional Consultant Associate certificate.
Experience in the Dynamics 365 product family is helpful, such as Dynamics 365 Customer Engagement or other similar business applications, and experience in sales processes.
Course Introduction
Sales Overview
From Lead to Opportunity
- Managing customers
- Working with opportunities
- Embedded intelligence
- Playbooks
- Integrated sales tools
From Quote to Orders
- Order processing overview
- Manage product catalog
- Create and manage quotes
- Create and manage orders and invoices
Sales Analytics and Insights
- Overview
- Power BI
- AI for sales