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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