Dynamics 365 for Sales certification training course


Course Details

Title: T4D105 - Dynamics 365 for Sales Certification Bootcamp
Duration: 2 Days
Price: £1,600 + VAT

Please note: course content subject to change

Certification Bootcamp Package 
This course includes the full exam preparation coaching, evening practice sessions and on-demand sitting of Exam MB2-717 Microsoft Dynamics 365 for Sales.

This Bootcamp contains the following additional benefits to help you gain your certification:

  • Exam coaching classes, every evening during the Bootcamp
  • The exam itself.
  • Free post course exam coaching sessions via Skype.
  • A free resit on Bootcamp during the next 12 months.
  • An evening exam slot at our Pearson vue Test Centre *Only available at Bath Bootcamps*

About this Course:
- Introduces the capabilities of Sales Management in Dynamics 365 that allow you to track and manage the sales process from potential to close. 
- Provides insight on sales process information. 
- Introduces the tools available to analyze and report on sales information. 
- Focuses on how an organization can nurture customer satisfaction through automation of business processes with Dynamics 365. 
- Provides insight on managing all related correspondence, documents, contacts and conversations.

Audience Profile
This course is intended for individuals that plan to implement, use, maintain, or support Dynamics 365 in their organization. The training is intended for sales representatives, sales managers, administrators, office managers, CEOs, and consultants who want to gain foundational knowledge of the application functionality.

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

- Power BI (core integration)
- Linking Office 365 to Dynamics 365 groups
- Editable grids
- Searching (relevance, categorised, quick, advanced)
- Visual Designer
- Organisation Insights
- Learning Path
- Relationship Insights
- Lists, Views and Charts to Obtain Important Information


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