Microsoft Dynamics 365 for Sales
Beskrivelse
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.
A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Join our team of globally recognized experts as they 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.
After completing this course, you will be able to:
- Install and configure the application
- Identify common sales scenarios
- Complete a sales cycle
- Configure product catalog
- Manage customer records
- Utilize analytics tools with customer data
Certificeringspakker
Moduloversigt
- Modul 1Sales Overview
In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.
Lessons
Sales overview
Configuring Sales
Module summary
- Modul 2Working with Opportunities
In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.
Lessons
Manage customers
Working with opportunities
Embedded intelligence
Playbooks
Integrated sales tools
Module summary
- Modul 3Quotes to Orders
In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.
Lessons
Order processing overview
Manage product catalog
Create and manage quotes
Create and manage orders and invoices
Module summary
- Modul 4Sales Analytics and Insights
In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.
Lessons
Overview
Power BI
AI for Sales
Modules summary
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