Work with Dynamics 365 Sales Professional
- Offered byMicrosoft
Work with Dynamics 365 Sales Professional at Microsoft Overview
Duration | 4 hours |
Total fee | Free |
Mode of learning | Online |
Schedule type | Self paced |
Difficulty level | Intermediate |
Official Website | Explore Free Course  |
Credential | Certificate |
Work with Dynamics 365 Sales Professional at Microsoft Course details
- Overview of Dynamics 365 Sales Professional
- Administer and configure Dynamics 365 Sales Professional
- Manage leads with Dynamics 365 Sales
- Manage opportunities with Dynamics 365 Sales
- Process sales orders with Dynamics 365 Sales
- Generate leads, create opportunities, realize easy setup and integration, and streamline your sales processes with Microsoft Dynamics 365 Sales Professional
- Connect with SharePoint, import data, manage users, and work with other activities in Dynamics 365 Sales Professional
- Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices
Work with Dynamics 365 Sales Professional at Microsoft Curriculum
Overview of Dynamics 365 Sales Professional
Introduction
Learn the basics
Manage your customers
Develop sales from lead to cash
Manage tasks, appointments, email or phone calls
Check your knowledge
Summary
Administer and configure Dynamics 365 Sales Professional
Overview
Connect with SharePoint
Import data
Install sample data
Manage users
Setup emails
Setup branding and theming
Manage teams
Manage Excel templates
Manage Word templates
Automatic generation of quotes and invoices
Export data
Customize forms
Customize views
Customize business process flows
Check your knowledge
Summary
Manage leads with Dynamics 365 Sales
Dynamics 365 leads overview
Create Dynamics 365 leads
Lead management lifecycle
Lead qualification
Lab - Work with Dynamics 365 leads
Check your knowledge
Summary
Manage opportunities with Dynamics 365 Sales
Dynamics 365 opportunity overview
Create Dynamics 365 opportunities
Account and team selling
Opportunity management lifecycle
Lab - Manage opportunities in Dynamics 365
Check your knowledge
Summary
Process sales orders with Dynamics 365 Sales
Sales order processing overview
Quotes and quote management
Orders and invoices
Exercise - Sales order processing lifecycle
Check your knowledge
Summary
Work with Dynamics 365 Sales Professional at Microsoft Entry Requirements
- A basic understanding of how to navigate the Dynamics 365 application.Familiarity with creating and managing lead and opportunities.
- Not mentioned
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