- Course overview
- Course details
- Prerequisites
Course overview
About this course
This course provides a comprehensive understanding of topics like configuring lead and opportunity management strategies. Participants will learn about configuring and leveraging Dynamics 365 Sales for sales team advancement. This course also deals with core concepts like goal management, sales accelerator, and integration of Microsoft 265 services in order to strengthen and enhance sales productivity workflow.
Audience profile
This course is designed for IT or sales professionals who want to learn how to leverage Dynamics 365 Sales and Microsoft Copilot for Sales for their organizations.
Course details
Learning Path 1: Get started with Dynamics 365 Sales
• Module 1: Introduction to Dynamics 365 Sales and Microsoft 365 Copilot for Sales
• Module 2: Configure organization and management settings
• Module 3: Set up and configure supporting applications
Learning Path 2: Manage leads and opportunities in Dynamics 365 Sales
• Module 1: Track customer interactions with activities
• Module 2: Manage leads with Dynamics 365 Sales
• Module 3: Manage opportunities with Dynamics 365 Sales
Learning Path 3: Manage orders and the product catalog with Dynamics 365 Sales
• Module 1: Manage and organize your product catalog with Dynamics 365 Sales
• Module 2: Process sales orders with Dynamics 365 Sales
Learning Path 4: Manage goals and forecasts with Dynamics 365 Sales
• Module 1: Define and track goals in Dynamics 365 Sales
• Module 2: Manage forecasting in Dynamics 365 Sales
Learning Path 5: Work with Dynamics 365 Sales Insights and the Sales accelerator
• Module 1: Work with business process flows
• Module 2: Enhance productivity with Dynamics 365 Sales Insights
• Module 3: Set up Sales accelerator
• Module 4: Create sales sequences and assignment rules
• Module 5: Work with segments Module 6: Engage with customers through text messages
Learning Path 6: Analyze Dynamics 365 Sales data
• Module 1: Analyze data in Dynamics 365 Sales
• Module 2: Analyze data with Power BI
Learning Path 7: Enhance seller productivity with the mobile app and Microsoft 365 Copilot for Sales
• Module 1: Get started with the Dynamics 365 Sales mobile app
• Module 2: Boost sales performance with Microsoft 365 Copilot for Sales
• Module 3: Install and deploy Microsoft 365 Copilot for Sales
Prerequisites
- A basic understanding of Microsoft Dynamics 365 application.
- Basic familiarity with sales concepts and processes.
- A basic understanding of CRM principles and customer engagement strategies.
- MB 910T00: Microsoft Dynamics 365 Fundamentals (CRM)
Enquiry
Course : MB-280T02: Empower sellers with Dynamics 365 Sales
Enquiry
request for : MB-280T02: Empower sellers with Dynamics 365 Sales
