Working with Dynamics 365 Sales
- Offered byMicrosoft
Working with Dynamics 365 Sales at Microsoft Overview
Duration | 8 hours |
Total fee | Free |
Mode of learning | Online |
Schedule type | Self paced |
Difficulty level | Intermediate |
Official Website | Explore Free Course  |
Credential | Certificate |
Working with Dynamics 365 Sales at Microsoft Course details
- Generate leads, create opportunities, and utilize embedded intelligence with Microsoft Dynamics 365 Sales
- This learning path covers the key elements of the Sales app
- https://docs.microsoft.com/en-us/learn/certifications/exams/mb-210
Working with Dynamics 365 Sales at Microsoft Curriculum
Set up and configure Dynamics 365 Sales
Introduction
Set up and configure the application
Use customization options
Set up security roles
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
Leverage Embedded Intelligence in Dynamics 365 Sales
Embedded Intelligence overview
Relationship assistant cards
Auto Capture
Email tracking
Exercise - Build relationships by using Embedded Intelligence
Check your knowledge
Summary
Manage and organize your product catalog with Dynamics 365 Sales
Dynamics 365 product catalog overview
Currencies and currency management
Define products
Product families
Price lists
Exercise - Set up the product catalog
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
Manage relationships with relationship selling in Dynamics 365 Sales
Overview
Enforce best practices with playbooks
Manage relationship health with Sales Insights
Social selling assistant
Sales Navigator
Exercise - Manage relationships with playbooks and Sales Insights
Check your knowledge
Summary
Analyze Dynamics 365 sales data
Analytical options overview
Search tools
Out-of-box tools
Power BI
Use Power BI templates
Lab - Analyze data
Check your knowledge
Summary
Working with Dynamics 365 Sales at Microsoft Entry Requirements
- Prerequisites: Basic understanding of how to navigate the Dynamics 365 application
- Familiarity with creating and managing lead and opportunities, as well as the Dynamics 365 product catalog is also helpful
- Not mentioned
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