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Course Outline

Introduction to Dynamics 365 Sales

  • A look at the Dynamics 365 ecosystem
  • Getting acquainted with the Dynamics 365 Sales module

Configuring Dynamics 365 Sales

  • Adjusting the sales environment settings
  • Defining user profiles, roles, and access levels
  • Personalizing the sales dashboard for specific needs

Cultivating Customer Relationships

  • Developing and maintaining account and contact records
  • Monitoring customer engagement points
  • Harnessing the Relationship Assistant tool

Overseeing the Sales Process

  • Generating and handling new leads
  • Transitioning leads into active opportunities
  • Managing opportunity pipelines and quote generations
  • Finalizing orders and processing invoices

Leveraging Data and Analytics

  • Interpreting dashboards and generated reports
  • Evaluating sales performance metrics
  • Conducting sales forecasting

Integration and Personalization

  • Connecting with Microsoft Outlook and Teams
  • Modifying entities and specific fields
  • Expanding capabilities through the Power Platform

Best Practices and Real-World Applications

  • Adopting optimal strategies for sales management
  • Examining practical case studies

Course Wrap-Up and Future Directions

Requirements

  • Foundational knowledge of CRM principles
  • Basic familiarity with standard sales methodologies

Target Audience

  • Sales professionals seeking to upgrade their toolkit
  • CRM administrators responsible for platform maintenance
  • Business analysts requiring sales data visibility
 14 Hours

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