Dynamics 365 for Sales course

Only £1,600 + VAT

Course Details

Title: T4D156: Microsoft Dynamics 365 for Sales Certification Bootcamp
Duration: 2 days
Price: £1,600 + VAT

Please note: course content subject to change

About this Course:
Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.

As the UK's only dedicated Dynamics 365 training provider, our experts 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.

This course includes the full exam preparation coaching, evening practice sessions and on-demand sitting of Exam MB2-210 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*

Audience Profile
This course takes an accelerated approach to covering the Microsoft Dynamics 365 for Sales Certification. Covering implementing solutions that support a sales life cycle to run efficiently and effectively to meet revenue targets, business strategies, and company objectives.

At Course Completion
After completing this course, you will be able to:
- Install and configure the application
- Identify common sales scenarios
- Complete a sales cycle
- Configure product catalogue
- Manage customer records
- Utilize analytics tools with customer data

Course Outline

Module 1: Sales Overview
In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.

Sales Overview
- Overview
- Feature overview
- Sales process overview
- Common terms
- Data model overview

Configuring Sales
- Installing the app
- Installing app upgrades
- Customization options
- Security roles

Module summary
- Module summary
- Questions

After completing this module, you will be able to:
- Install and configure the sales application.
- Identify common sales scenarios.

Module 2: Working with Opportunities
In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.

Manage customers
- Overview
- Using leads
- Lead qualification
- Accounts and contacts

Working with opportunities
- Overview
- Sales business process flows
- Opportunity lifecycle
- Competitors
- Account teams

Embedded intelligence
- Overview
- Relationship assistant
- Email engagement
- Auto capture
- Playbooks

- Overview
- Creating and managing templates
- Applying playbooks
- Demonstration - Playbooks

Integrated sales tools
- Social sales assistant
- Sales navigator

Module summary
- Module summary
- Questions

After completing this module, you will be able to:
- Create customer records.
- Use sales tooling.

Module 3: Quotes to Orders

Order processing overview

Manage product catalogue
- Overview
- Price lists and discounts
- Unit groups
- Product family bundles
- Product life cycle

Create and manage quotes
- Overview
- Quote lifecycle
- Sending Quotes
- Converting quote to orders

Create and manage orders and invoices
- Overview
- Orders
- Invoices

Module summary
- Module summary
- Questions

After completing this module, you will be able to:
- Create and use the product catalogue.
- Add quotes to opportunities
- Complete a sale with an order.

Module 4: Sales Analytics and Insights

- Overview
- DashBoards
- Reports
- Charts
- SLAs and custom KPIs

Power BI
- Overview

AI for Sales
- Overview
- Configuring AI for Sales
- Demonstration - AI for Sales

Module summary
- Module Summary
- Questions

After completing this module, you will be able to:
- Create and use goals.
- Integrate with PowerBI.
- Enable Sales AI functionality.

Before attending this course, students must have:
• Familiarity of business applications and the desire to customize and implement them for your business.