Planning Information
The duration of this course is 1 Day.
Classes are priced from $599.00. See individual sessions for details.
Description
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. 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.
Intended Audience
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.
At Completion
- 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
Course Outline
1 - SALES OVERVIEW
- Sales overview
- Configuring Sales
- Module summary
2 - WORKING WITH OPPORTUNITIES
- Manage customers
- Working with opportunities
- Embedded intelligence
- Playbooks
- Integrated sales tools
- Module summary
3 - QUOTES TO ORDERS
- Order processing overview
- Manage product catalog
- Create and manage quotes
- Create and manage orders and invoices
- Module summary
4 - SALES ANALYTICS AND INSIGHTS
- Overview
- Power BI
- AI for Sales
- Modules summary
To request private training or future dates, call 610-321-3500 or
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