Overview

Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from 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.Course outline Configure Dynamics 365 SalesIn this module, we will learn about configuring the sales application to fit an organization's unique requirements.LessonsConfigure organization and management settingsManage leads and opportunities with Dynamics 365 SalesIn this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.LessonsManage leads with Dynamics 365 SalesManage opportunities with Dynamics 365 Sales Manage orders and the product catalog with Dynamics 365 SalesIn this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.LessonsManage and organize your product catalog with Dynamics 365 SalesProcess sales orders with Dynamics 365 SalesAfter completing this module, you will be able to:Create and use the product catalog.Add quotes to opportunities.Complete a sale with an order. Manage goals with Dynamics 365 SalesIn this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.LessonsDefine and track individual goals with Dynamics 365 SalesUse goal metrics in Dynamics 365 SalesAfter completing this module, you will be able to:Use rollup columns to define sales metrics.Track individual goals for sales and teams.Analyze Dynamics 365 Sales dataIn this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.LessonsAnalyze data in Dynamics 365 SalesAfter completing this module, you will be able to:Analyze sales data using out-of-the-box Dynamics 365 toolsConfigure charts and dashboards to view sales dataWork with Dynamics 365 Sales InsightsIn this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.LessonsConfigure Sales InsightsAfter completing this module, you will be able to:Set up and configure Sales InsightsWork with Assistant studioConfigure productivity intelligenceConfigure Connection insightsConfigure predictive models

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