Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more. In this training course our instructor will take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.
This course is relevant for persons with Sales expertise and consultants, responsible for implementing solutions that support a sales life cycle to run efficiently to meet revenue targets, business strategies and company objectives.
Familiarity of business applications and the desire to customize and implement them for your business.
After completing this course, you will be able to:
Module 1: Configure Dynamics 365 Sales
In this module, we will learn about configuring the sales application to fit an organization's unique requirements.
Module 2: Manage customers, leads, and opportunities
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
Module 3: Process sales orders
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
Module 4: Integrate components with Dynamics 365 Sales
In this module, we will learn how to use sales analytics tools to empower the sales team.
This course is recommended preparation for exam MB-210.
Exam MB-210 leads (together with exam PL-200) to the certification Dynamics 365 for Sales Functional Consultant Associate