Microsoft Dynamics 365 >Microsoft Dynamics 365 for SalesRegister

Microsoft Dynamics 365 for Sales

Course Outline

 

Module 1: Create a Customer Organizational Structure

 Lessons

·        Manage Customer Records

·        Manage the Sales Process

·        Manage Customer Communication

·        Manage Sales Literature and Competitors

 

Module 2: Manage Leads and Opportunities

 Lessons

·        Manage Leads

·        Identify and Manage Opportunities

·        Utilize Opportunity Functionality

·        Manage Opportunity Relationships

 

Module 3: Manage Relationship and Sales Analysis

 Lessons

·        Manage Relationship Intelligence

·        Manage Relationship Analysis

·        Integrate Email with Dynamics 365 Sales

·        Manage Sales by using Sales Analysis Tools

 

Module 4: Manage the Sale Process

 Lessons

·        Manage the Business Process Flow

·        Manage Products by Using the Product Catalog

·        Manage Price Structures

·        Manage Product Relationships

·        Manage Sales Transactional Records

 

Module 5: Improve Sales Performance

 Lessons

·        Manage goals

·        Manage visual tools with Sales Analysis

 

Module 6: Manage Customer Information

 Lessons

·        Operate Dynamics 365 Sales Functions

·        Perform Data Management

·        Perform Lifecycle Management

 

 

ERP CRM Business Intelligence Business Analytics