What I will learn?
- Install and configure the application
- Identify common sales scenarios
- Complete a sales cycle
Topics for this course
In this module, we will learn about configuring the sales application to fit an organization’s unique requirements.
- Configure organization and management settings
- Create and configure sales visualizations
- Install and configure the sales application
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
- Manage customers using accounts and contacts
- Manage leads
- Manage opportunities
- Create customer records
- Use sales tooling
- Create leads and opportunities
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
- Manage quotes, orders, and invoices
- Manage and organize the product catalog
- Manage forecasting
- Configure playbooks
- Create and use the product catalog
- Add quotes to opportunities
- Complete a sale with an order
In this module, we will learn how to use sales analytics tools to empower the sales team.
- Leverage Embedded Intelligence in Dynamics 365 Sales
- Manage relationships with social selling
- Manage relationships using social selling tools
Requirements
- Familiarity of business applications and the desire to customize and implement them for your business.
Target Audience
- A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.