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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.

Upcoming Trainings

Join our public courses in our Republic of the Philippines facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom

02 August 2024