In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Duration: 1 day
Learn more about what Dynamics 365 Sales has to offer as a powerful sales force automation tool for your organization. This instructor-led course is a deep-dive into the default record types, processes and configuration of the Dynamics 365 Sales application. Explore the core record types and functionality of lead to opportunity management, marketing lists, campaigns, competitors, quotes, orders, invoices, territories and sales literature. Configure key functionality of the application using Product Catalog, Playbooks, and Forecast settings as well as other administrative settings.
This course is designed to support individuals who will be setting up, administrating, and maintaining the Dynamics 365 Sales application as their main job role. While helpful for key stakeholders of Sales processes to understand capabilities of the application it is generally not recommended for sales application users, but rather administrators and Sales subject matter experts migrating from other sales solutions to fully grasp the feature-set of the Sales application.
Participants are highly advised to be comfortable and confident with the following skills and concepts for a successful learning experience:
Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:
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