AB-6003: Introduction to sales in Dynamics 365

Price
$695.00 USD

Duration
1 Day

 

Delivery Methods
Virtual Instructor Led
Private Group

Course Overview

This course will teach you how to enhance and automate business processes using customer engagement apps for Dynamics 365, while incorporating native interconnectivity with Microsoft 365. You will also learn to unify profiles, tailor personalized customer journeys with AI-assisted Dynamics 365 Customer Insights, and improve selling efficiency through AI-driven Sales features within Dynamics 365 Sales.

Who Should Attend?

This course is designed for professionals who aim to enhance and automate business processes using Dynamics 365 customer engagement apps, while leveraging native interconnectivity with Microsoft 365. It is ideal for those looking to unify profiles, create personalized customer journeys with AI-assisted Dynamics 365 Customer Insights, and improve selling efficiency through AI-driven Sales features.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Learning Credits: Learning Credits can be purchased well in advance of your training date to avoid having to commit to specific courses or dates. Learning Credits allow you to secure your training budget for an entire year while eliminating the administrative headache of paying for individual classes. They can also be redeemed for a full year from the date of purchase. If you have previously purchased a Learning Credit agreement with New Horizons, you may use a portion of your agreement to pay for this class.

If you have questions about Learning Credits, please contact your Account Manager.

Corporate Tech Pass: Our Corporate Tech Pass includes unlimited attendance for a single person, in the following Virtual Instructor Led course types: Microsoft Office, Microsoft Technical, CompTIA, Project Management, SharePoint, ITIL, Certified Ethical Hacker, Certified Hacking Forensics Investigator, Java, Professional Development Courses and more. The full list of eligible course titles can be found at https://www.newhorizons.com/eligible.

If you have questions about our Corporate Tech Pass, please contact your Account Manager.

Agenda

1 - Describe the foundations of Dynamics 365 customer engagement apps

  • Describe customer engagement apps in Dynamics 365
  • Describe the cross-solution capabilities of customer engagement apps
  • Navigate to and within customer engagement apps
  • Describe the Timeline feature in customer engagement apps
  • Explore prompting in Dynamics 365 apps with Copilot Chat
  • Describe security in customer engagement apps
  • Describe the AI form filling assistant
  • Manage daily actions with the communications assistant
  • Module assessment

2 - Explore lead generation in Dynamics 365

  • Describe use cases for Customer Insights - Journeys
  • Describe lead generation and nurturing
  • Describe segments
  • Describe marketing email
  • Describe forms
  • Describe journeys
  • Simulation - Create a customer journey
  • Describe event management

3 - Explore lead qualification in Dynamics 365

  • Describe use cases for Dynamics 365 Sales
  • Describe the lead to opportunity process
  • Describe using AI in sales prospecting
  • Describe the work list and sequences
  • Describe the use of the Sales Qualification Agent in prospecting
  • Describe the Sales Research Agent in prospecting
  • Describe the use of Sales in Microsoft 365 Copilot in prospecting
  • Explore the Sales mobile app
  • Describe LinkedIn Sales Navigator
  • Describe the full AI-assisted lead qualification process

4 - Identify customer needs and explore relationships in Dynamics 365

  • Describe the Sales Close Agent
  • Describe the use of the Sales Close Agent - Research
  • Describe the use of the Sales Close Agent - Engage
  • Describe the use of the Sales Research Agent in customer engagement
  • Use AI agents to analyze pipeline, qualify leads, and engage opportunities
  • Describe the use of Sales in Microsoft 365 Copilot in customer engagement
  • Describe the Focused View in the sales process
  • Describe collaboration with Microsoft Teams in the sales process
  • Module assessment

5 - Explore how to negotiate deal terms and address objections in Dynamics 365 Sales

  • Describe Copilot in sales and negotiation
  • Describe the product catalog in Dynamics 365 Sales
  • Describe the Sales Close Agent in negotiation
  • Describe the use of the Sales Research Agent in negotiation
  • Describe the use of Microsoft 365 Copilot in negotiation
  • Describe the AI-assisted deal negotiation process
  • Module assessment

6 - Describe how to close customer deals in Dynamics 365

  • Describe the use of the Sales Close Research Agent in closing
  • Describe the use of the Sales Close Agent in Engage mode
  • Describe the use of the Sales Research Agent in closing
  • Describe the use of Sales in Microsoft 365 Copilot in closing
  • Review the sales close process in Dynamics 365 with AI assistance
  • Module assessment

7 - Describe sales account management in Dynamics 365

  • Describe the core capabilities of Dynamics 365 Customer Insights – Data
  • Describe unified customer profiles
  • Describe measures, segments, and predictions
  • Describe churn risk prediction and Customer Lifetime Value to manage accounts
  • Describe how to Dynamics 365 Customer Insights - Data in other apps
  • Describe Copilot in Sales as part of account management
  • Describe the Sales Research Agent in account management
  • Module assessment

8 - Explore forecasting, pipeline management, and analytics in Dynamics 365 Sales

  • Describe forecasting in Dynamics 365 Sales
  • Describe pipeline management
  • Describe Relationship Intelligence and analytics
  • Describe how to monitor the agents
  • Describe Copilot in Sales in forecasting and reporting
  • Describe the Sales Qualification Agent in forecasting and reporting
  • Describe the Sales Close Agent in forecasting and reporting
  • Module assessment

9 - Describe shared capabilities in Dynamics 365 customer engagement apps

  • Describe the options for tailoring customer engagement apps to meet business needs
  • Enhance customer engagement apps with Microsoft Power Platform Integration
  • Describe reporting capabilities including charts, dashboards, and views
  • Describe Microsoft 365 integrations
  • Describe the capabilities of Copilot in customer engagement apps
  • Describe autonomous agents in Dynamics 365
  • Module assessment
 

Upcoming Class Dates and Times

Sep 18
8:00 AM - 4:00 PM
ENROLL $695.00 USD
Dec 11
8:00 AM - 4:00 PM
ENROLL $695.00 USD
CourseID: 3606929E
 



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