Master sales management from opportunities to analytics with Dynamics 365
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.
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.
Prerequisites
Familiarity with enterprise applications and a desire to customize and implement them within the company.
What You'll Walk Away With
- ✓ Configure Dynamics 365 Sales application, including security roles and data model
- ✓ Manage customer data and drive opportunities using built-in sales tools
- ✓ Leverage embedded intelligence and playbooks to enhance sales execution
- ✓ Create and manage quotes, orders, and invoices across the full sales cycle
- ✓ Analyze performance with Power BI and apply AI insights to improve decision-making
Training content
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
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
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
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
📌 Practical information
Our training sessions are available as private sessions, delivered in person at your premises, in a virtual format, or in our training rooms according to your needs.
Dates, schedules, language of instruction, and formats are fully customizable for your team.
To schedule a training session or request a proposal, please fill out the request form below and our team will get back to you shortly.