Dynamics 365 for Sales

Duration: 1 Days

Summary

Use Dynamics 365 for Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities. This instructor-led course is a one-day deep dive into the default record types, processes and configuration of Dynamics 365 for Sales.

Participants

This course is designed to support individuals who will be setting up and administering Sales within Dynamics 365. It is not intended for front of house users.

Topics Covered
  • Lead and Sales Opportunity Management: Business Processes, Settings, Goals and Reporting
  • Marketing Lists and Campaigns
  • Sales Order Processing: Quotes, Orders, Invoices
  • Product Catalog, Playbooks and Sales Insights Embedded Intelligence

Recommended Prerequisites

Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:

  • Understanding of data or relational databases is helpful
  • Dynamics 365 data structure and user experience customization
  • Dynamics 365 University CRM Boot Camp is recommended