Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more. This course may earn a Credly Badge.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

After completing this course, you will be able to:
Install and configure the application
Identify common sales scenarios
Complete a sales cycle
Configure product catalog
Manage customer records
Utilize analytics tools with customer data

1

  • SALES OVERVIEW

  • Sales overview

    Configuring Sales

    Module summary

2

  • WORKING WITH OPPORTUNITIES

  • Manage customers

    Working with opportunities

    Embedded intelligence

    Playbooks

    Integrated sales tools

    Module summary

3

  • QUOTES TO ORDERS

  • Order processing overview

    Manage product catalog

    Create and manage quotes

    Create and manage orders and invoices

    Module summary

4

  • SALES ANALYTICS AND INSIGHTS

  • Overview

    Power BI

    AI for Sales

    Modules summary

Audience

A Dynamics 365 Customer Engagement 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. Familiarity of business applications and the desire to customize and implement them for your business.

Language

English

Prerequisites

$1,390

Length: 2.0 days (16 hours)

Level:

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30
Nov
Thursday
9:00 AM ET -
5:00 PM ET
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28
Mar
Thursday
9:00 AM ET -
5:00 PM ET
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17
Jun
Monday
8:00 AM PT -
4:00 PM PT
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