Dynamics 365 for customer engagement for sales Training

  • Learn via: Classroom
  • Duration: 2 Days
  • Level: Intermediate
  • Price: From €2,333+VAT
We can host this training at your preferred location. Contact us!

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.

Audience profile

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.

Accessing your courseware and registering attendance with Microsoft

To access your Official Curriculum (MOC) course materials you will need a Microsoft.com/Learn account. In Learn you will also be able to register your completion of the event and receive your achievement badge. You will be issued with a unique code during your event.

Familiarity of business applications and the desire to customize and implement them for your business.

  • 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

Module 1: Sales Overview
In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.

Lessons

  • Sales overview
  • Configuring Sales
  • Module summary

After completing this module, you will be able to:

  • Install and configure the sales application.
  • Identify common sales scenarios.

Module 2: Working with Opportunities
In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.

Lessons

  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Module summary

After completing this module, you will be able to:

  • Create customer records.
  • Use sales tooling.

Module 3: Quotes to Orders
In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.

Lessons

  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices
  • Module summary

After completing this module, you will be able to:

  • Create and use the product catalog.
  • Add quotes to opportunities.
  • Complete a sale with an order.

Module 4: Sales Analytics and Insights
In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.

Lessons

  • Overview
  • Power BI
  • AI for Sales
  • Modules summary

After completing this module, you will be able to:

  • Create and use goals.
  • Integrate with PowerBI.
  • Enable Sales AI functionality.



Contact us for more detail about our trainings and for all other enquiries!

Upcoming Trainings

Join our public courses in our Istanbul, London and Ankara facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom
02 August 2024
Istanbul, Ankara, London
2 Days
Classroom / Virtual Classroom
02 August 2024
Istanbul, Ankara, London
2 Days
Classroom / Virtual Classroom
01 August 2024
Istanbul, Ankara, London
2 Days
Classroom / Virtual Classroom
02 August 2024
Istanbul, Ankara, London
2 Days
Classroom / Virtual Classroom
10 August 2024
Istanbul, Ankara, London
2 Days
Classroom / Virtual Classroom
13 August 2024
Istanbul, Ankara, London
2 Days
Classroom / Virtual Classroom
11 September 2024
Istanbul, Ankara, London
2 Days
Classroom / Virtual Classroom
09 October 2024
Istanbul, Ankara, London
2 Days
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