Microsoft Dynamics 365 Sales Certification Training Course Overview

This course furnishes understudies with a point by point hands-on understanding of the Sales highlights and parts of Microsoft Dynamics 365.

Participants of this course will increase an inside and out comprehension into the administration of the Sales Pipeline in Dynamics 365, including Lead and Opportunity the board, working with the Sales Order Process, the Product Catalog, Quotes, Orders and Invoices.

Deals Insights, Sales Data Analysis, AI highlights, Sales Reports, Goals, Playbooks Charts and Dashboards are likewise introduced.

The course applies to both Business and Enterprise Editions of Dynamics 365 just as Online and On-premise organizations.

Target Audience :

This course is expected for Sales Representatives (SR), Sales Managers and End-clients who have an enthusiasm for the Sales parts of Dynamics 365. Understudies ought to have a current working information on either Microsoft Dynamics 365 or Microsoft Dynamics CRM.

This course prepares you for Exam MB-210. Test your current knowledge Qubits42

Microsoft Dynamics 365 Sales (16 Hours) Download Course Contents

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Group Training 1000
01 - 02 Nov GTR 09:00 AM - 05:00 PM CST
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06 - 07 Dec 09:00 AM - 05:00 PM CST
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1-on-1 Training (GTR) 1150
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Course Modules

Module 1: Configure Dynamics 365 Sales
  • Configure organization and management settings
  • Create and configure sales visualizations
Module 2: Manage customers, leads, and opportunities
  • Manage customers using accounts and contacts
  • Manage leads
  • Manage opportunities
Module 3: Process sales orders
  • Manage quotes, orders, and invoices
  • Manage and organize the product catalog
  • Manage forecasting
  • Configure playbooks
Module 4: Integrate components with Dynamics 365 Sales
  • Leverage Embedded Intelligence in Dynamics 365 Sales
  • Manage relationships with social selling
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Course Prerequisites
  • Familiarity of business applications and the desire to customize and implement them for your business.


     

After completing this course, you should be able to :

  • Understand the highlights and apparatuses that exist in Microsoft Dynamics 365 for SR's and Sales Managers
  • Be acquainted with the phases of the Sales Order Process in Microsoft Dynamics 365
  • Understand the basics of Lead and Opportunity Management. Have the option to follow, oversee, qualify Leads and convert to Opportunities and related client records in Microsoft Dynamics 365
  • Know how to preclude and drop Leads, and convert Activity records to Leads and Opportunities
  • Understand how to work together on Opportunities with other SR's and close Opportunity records as Won and Lost
  • Be ready to follow Competitors and Stakeholders
  • Understand how to see Resolution Activities
  • Add Products and Write-In Products to Opportunities
  • Build and keep up a store of Products, Product Bundles and Product Families in the Product Catalog
  • Configure Unit Groups, Price Lists and Discount Lists
  • Work with Product Properties and view a Product Hierarchy
  • Create Quotes and include Products
  • Work with the Sales Order Process to change over Quotes to Orders and Invoices
  • Fulfil Orders and oversee Invoice installments
  • Explore the Sales Reports and make a custom Sales Report utilizing the Reporting Wizard in Microsoft Dynamics 365
  • Understand the hugeness of Sales Goal Management and Metrics in Microsoft Dynamics 365
  • Explore the Sales Charts and Dashboards and make a custom Sales Dashboard in Microsoft Dynamics 365