Overview

This course will introduce you to:The Sales Life Cycle in Dynamics 365Creating new accounts and contactsEntering customer dataFinding, sorting, and filtering customer recordsQualifying leads and AI sequencingWorking through criteria for DevelopPropose and close stagesSending quotesGenerating orders and invoicesDrilling down into a sales report and Exporting Dynamics 365 data to Excel.This course is designed to encourage practice within a sample environment, so that you will master the concepts without affecting real business data. Each learner is encouraged to use the appendix deck to learn how to register for a trial run for 30 days. It will take you only 5 days to master all concepts covered.Learn how to leverage Dynamics 365 Sales. Find out why entire sales teams-managers and associates-are using this intelligent business app to transform their pipelines. In this course, the Certified Training and Change Manager, Kojo Amoo-Gottfried explores how to create sales workflows in Dynamics 365. He covers tracking customers and leads, monitoring the sales flow, marketing to leads, and dashboard reporting. Discover how to stay on top of changes to existing customers, follow up on opportunities, stay in touch with contacts using personalized email templates, and track all this data in customizable Dynamics 365 dashboards.

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