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Course Outline

Introduction to Dynamics 365 Sales

  • Overview of the Dynamics 365 ecosystem.
  • Introduction to the Dynamics 365 Sales module.

Setting Up Dynamics 365 Sales

  • Configuring the sales environment.
  • Configuring users, roles, and permissions.
  • Customizing the sales dashboard.

Managing Customer Relationships

  • Creating and managing accounts and contacts.
  • Tracking customer interactions.
  • Utilizing the Relationship Assistant.

Sales Process Management

  • Creating and managing leads.
  • Converting leads into opportunities.
  • Managing opportunities and quotes.
  • Processing orders and invoices.

Data and Analytics

  • Utilizing dashboards and reports.
  • Analyzing sales performance.
  • Forecasting sales.

Integration and Customization

  • Integrating with Microsoft Outlook and Teams.
  • Customizing entities and fields.
  • Extending functionality with the Power Platform.

Best Practices and Case Studies

  • Implementing best practices for sales management.
  • Reviewing real-world case studies.

Summary and Next Steps

Requirements

  • Fundamental knowledge of CRM concepts.
  • Familiarity with standard sales processes.

Target Audience

  • Sales professionals.
  • CRM administrators.
  • Business analysts.
 14 Hours

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