Kıbrıs Introduction to Dynamics 365 Sales Eğitimi

Module 1: Introduction to Microsoft Dynamics 365 Sales Management

• What is Dynamics 365
• Main Record Types

Module 2: Navigating the Dynamics 365 Sales Hub

• Opening the Dynamics 365 Sales Hub
• The site map and Dynamics 365 Sales app screen
• Using the Site Map for Navigating between Entities and Dashboards
• Personal Options
• Lab: Navigating the Sales Hub

Module 3: Using Views & Dashboards

• What is a view?
• Switching between views
• Viewing charts & Dashboards
• Lab: Views, Dashboards & Defaults

Module 4: Searching for Records

• The alphabet bar, sorting & filtering
• Quick Find
• Advanced Find
• Creating a personal view
• Lab: Searching for Records and Creating a Personal View

Module 5: Working with Contacts, Accounts & Competitors

• Working with Records
• Create a New Record
• Mandatory & Recommended Fields
• Working the different Field Types
• Working with Subgrids
• Lab A Create a New Contact
• Lab B Create a New Account

Module 6: Creating Activity Records

• Working with the Timeline
• Creating Activities
• Lab A Creating Activity Records
• Lab B Emailing Sales Literature to a Customer

Module 7: Working with Leads & Opportunities

• Creating Leads
• Lab A Create a New Lead
• Convert Email Records to Leads
• Working with Leads
• Lab B Creating & Qualifying Leads
• Working with Opportunities
• Creating Opportunities
• Lab C Completing an Opportunity

Module 8: Exporting to Excel

• Types of Excel Export
• Lab Exporting Opportunities to Excel

Module 9: Dynamics 365 App for Outlook

• Using the App for Outlook
• Tracking Emails
• Lab Using the Dynamics 365 App for Outlook (Optional)

Module 10: Creating Dashboards (module for Super Users)

• Lab Creating a Personal Dashboard