Please note: While some of our competitors appear to offer a similarly titled course, in reality they offer much older versions of the course. We update our courses every six months in line with Microsoft's release of Dynamics 365.

Only £2,500 + VAT

Looking for a specific part of this course?
See our Dynamics 365 Sales or Customisation Configuration Courses


Course Details

Title: T4D101 - Dynamics 365 Sales & Customisation and Configuration Fast Track
Duration: 5 days
Price: £2,500 + VAT

Please note: course content subject to change

This course covers the same content as the Dynamics 365 Sales & Customisation and Configuration Bootcamp, without the exam preparation coaching, evening practice sessions and on-demand sitting of Dynamics 365 exam MB2-717 Microsoft Dynamics 365 Sales (TBA) and exam MB2-716 Microsoft Dynamics 365 Customization and Configuration.

About this Course:
This course takes an accelerated approach to covering all the major aspects of Microsoft Dynamics 365 Sales, including utilising Sales and Marketing applications, managing and customising the Dynamics 365 system to meet specific business requirements, creating and importing automated processes including Workflows and Business Rules. It also includes 360 degree overview of Dynamics 365 Customer Service.

It combines all the material from the T4D103 - Dynamics 365 Sales Fast Track course, with the T4D104 - Dynamics 365 Sales Customisation and Configuration Fast Track course, and includes an additional module on Marketing Lists and Campaigns.

Audience Profile
This course is intended for individuals that plan to implement, use, maintain, or support Dynamics 365 for Sales n their organization. The training is intended any individuals focused on utilising Dynamics 365, including sales representatives, sales managers, administrators, office managers, CEOs, and consultants who want to gain a full and complete knowledge of Dynamics 365's adaptability and functionality for specific and general business requirements.

Course Outline

Sales And Marketing

Module 1:Sales Management
- Customer Scenarios
- Core Records
- Working with Sales Literature
- Creating and Maintaining Competitors
- Using Sales Territories
- Exploring social Engagement

Module 2: Lead Management
- Lead and Opportunity Records
- Lead to Opportunity Process Flow
- Understand Sales Methodology and Lead Management
- Explore Business Process Flow
- Convert, Track and Work with Leads

Module 3: Opportunity Records
- Understanding Opportunity Records
- Create, Work and Close Opportunity Records
- The Status of an Opportunity
- Assigning Opportunities
- Connecting Competitors
- Manage Opportunity from System View
- Adding an Existing Contact to Opportunities from Quick Create

Module 4: The Product Catalog
- Features of the Product Catalog
- Unit Groups
- Products
- Price list
- Product Bundles
- View Product in Hierarchical Views
- Multiple Currencies
- Add Line Items to Opportunity

Module 5: Sales Order Processing
- The Quote Life Cycle
- Generating Quotes from Opportunities
- Create and Edit Quotes
- Create and Edit Orders
- Create and Edit Invoices
- Converting Quotes to Orders
- Converting Orders to Invoices

Module 6: Sales and Marketing
- The Closed Loop Marketing Process
- Using Marketing Lists
- Using Quick Campaigns
- The Purpose and Elements of Marketing Campaigns
- Using Campaign Templates
- Interactive Generation of HTML IN Emails

Module 7: Goal Management
- Create and Manage Sales Goals for Individuals, Teams and the Organisation
- Configure the financial period
- Defining Parent and Child Goals
- Work With Individuals Goal Records
- Create Roll-up Queries
- Using Pre-Formated Excel Templates
- Using Word Templates

Module 8: Sales Analysis
- Use Lists, Views and Charts to Obtain Important Information
- Use Sales Reports to Review Potential Opportunities, Forecast Revenue and Analyse Sales Productivity
- Working with Advanced Find
- Using the Export to Excel Feature
- Create and Share Personal and System Charts
- Working with and Creating Dashboards
- Power BI Dashboards
- Using Pre-Formated Excel Templates

Module 9: What's new in Dynamics 365 for Sales teams

- Linking O365 to D365 groups
- Editable grids
- Searching (relevance, categorised, quick, advanced)
- Visual Designer
- Organisation Insights
- Learning Path
- Relationship Insights
- Lists, Views and Charts to Obtain Important Information
- Power BI (core integration)

Module 10: A 360 degree overview of Dynamics 365 Customer Service

- What is Dynamics 365 for Customer Service?
- Typical scenarios for Dynamics 365 for Customer Service
- Why understanding Dynamics 365 for Customer Service is useful for Sales Teams
- How Dynamics 365 for Customer Service integrates with Dynamics 365 for Sales


Course Outline

Customisation and Configuration

Module 1: Introduction to Customisation and Configuration in Dynamics 365
- Overview of Dynamics 365
- Licensing and Connection Options
- Examine Supporting Technologies
- General Overview of Customisation Principles

Module 2: Configuring Dynamics 365, Business Units, Users and Teams
- Configuring Dynamics 365
- Create and Manage Business Units
- User Management and Email Configuration
- Using Teams to Extend Functionality
- Document Management Features

Module 3: Building a Security Model
- Overview of Dynamics 365 Security Model
- Create, Configure and Manage Security Roles
- Understand How Users and Team Apply to the Security Model
- Understand how Hierarchy Security Changes the Behaviour of Security in Dynamics 365

Module 4: Introduction to Solutions
- Solutions Overview
- Including Components in Solutions
- Understanding Solution Publishers and Version Numbers
- Solution Types
- Using Multiple Solutions
- Exporting and Importing Solutions

Module 5: Dynamics 365 Entity/Field Customisation
- Overview of Entities
- Defining Entity Ownership
- Working with Entity Properties
- System VS. Custom Entities
- Overview of Fields
- Working with Different Field Types

Module 6: Additional Field Customisation
- Creating Fields to Meet Current Needs
- Using Calculated and Roll Up Fields
- Working with Local and Global Option Sets
- Using Alternate Keys
- Using Field Level Security
- Status and Status reason Transition

Module 7: Relationships
- Overview of Relationships
- 1:N and N:N Relationships
- Working with Hierarchical Data
- Using Entity Mapping
- Connections and Connection Roles

Module 8: Customising Forms
- Dynamics 365 Form Types
- How to Build Dynamics 365 Forms
- Specialised Form Components
- Using Access Teams and Sub-Grids to Facilitate Record Sharing
- Working with Multiple Forms
- Web Resources and Iframes

Module 9: Business Rules
- Overview of Business Rules
- Business rule Structure and Design
- Using Conditions and Actions

Module 10: Views and Visualisations
- Types of Views in Dynamics 365
- Creating and Customising Views
- Customising Charts
- Customising Dashboards
- Modifying Dynamics 365 Themes

Module 11: Introduction to Processes in Dynamics 365
- Review Business Process Flows
- Review Workflows
- Review Dialogues
- Review Custom Actions
- Examine How to Create a Workflow

Module 12: Business Process Flows
- Overview of Business Process Flows
- Using Steps, Stages and categories
- Review Options for Conditional Branching
- Role Driven Process Flows

Module 13: What's new in Dynamics 365

Whats New - Released Features
- Capabilities and Features (subject to change)
- Editable Grids
- Visual App Designer
- Organisation Insights
- Learning Paths

Whats New - Preview Features
- Preview Feature principles
- Current Preview Feature Capabilities (subject to change)
- Dynamics 365 for Outlook App
- Relationship Insights
- Business Process Flow Entity Support

What's New - Deprecated Features
- Deprecation principles
- Current Deprecated Features (subject to change)

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.