This course introduces the use of Microsoft Dynamics 365 to manage the entire sales cycle, from lead generation to closing. It focuses on performance tracking, process automation, and data analytics to improve sales team productivity.
Objectives
By the end of the training, participants will be able to configure Microsoft Dynamics 365, manage customers and opportunities, and effectively optimize the sales process.
Is it for you ?
This course is intended for business analysts, sales managers, end users, and system administrators who want to use, manage, or configure Dynamics 365 Sales.
Prerequisite
Familiarity with enterprise applications and a desire to customize and implement them within the company.
Your benefits
Content
Module 1: Sales Overview
In this module, participants will learn the basics of sales in Dynamics 365. They will install and configure the application and also discover security roles, keywords, and the data model.
- Sales overview
- Sales configuration
- Module summary
Module 2: Working with opportunities
In this module, participants will learn how to manage customer data records, use built-in sales tools, and take the lead on opportunities.
- Manage customers
- Working with opportunities
- Embedded intelligence
- Playbooks
- Built-in sales tools
- Module summary
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Module 3: From quotes to orders
In this module, participants will learn how to use quotes and orders to take full advantage of Dynamics 365 for Sales to manage sales opportunities through to closed deals.
- Order processing overview
- Manage product catalog
- Create and manage quotes
- Create and manage orders and invoices
- Module summary
Module 4: Sales analytics and insights
In this module, participants will learn how to create and use goals, integrate with Power BI, and enable Sales AI.
- Overview
- Power BI
- AI for sales
- Module summary
💡 Informations utiles
Our training programs are delivered in private sessions tailored to your needs—on-site at your location, virtually, or in our training rooms. Dates, schedules, language, and format are all fully customizable to fit your team. Ready to get started? Fill out the request form below to plan your training or receive a personalized proposal—our team will be happy to connect with you shortly.
Trainers
Private or personalized training
Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.
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