- Common sales scenarios
- Dynamics 365 Sales and the Power Platform components
- Out of the box functionality
- Configuration for organization and management settings
- Capturing sales data
- Security roles
- Analysis and reporting
- Customisations and workflows for specific business requirements
- Business process flows
- Additional functionality using Power Apps
- Tracking potential customers as sales leads
- Manage and qualify leads
- The sales pipeline
- Progressing opportunities to quotes and orders
- Customise the sales process
- Playbooks
- Designing business process flows for adoption by sales teams
- Adding products to the product catalogue
- Price lists and discounts
- Sending quotes
- Manage forecasting
- Processing sales orders
- Define and track individual goals in Dynamics 365 Sales
- Use goal metrics in Dynamics 365 Sales
- SLAs and custom KPIs
- Analyse data with Dynamics 365 Sales
- Pre-configured dashboards
- Interacting with the sales activity dashboard
- Filter criteria for reporting
- Editing records with inline Excel
- Analyse data with Power BI
- Power BI templates
- Prediction based on sales analytics
- Performance insights using the Process Analytics template app
- AI in sales
- Configuring Sales Insights
- Exploring Assistant studio
- Using the Assistant with insight cards
- Creating custom insight cards with Power Automate
- Configure productivity intelligence
- Email engagement, and auto capture
- Configure Connection insights
- Predictive models
- Lead scoring and opportunity scoring
- Sales Insights app
- Creating a survey project with Customer Voice
- Themes and branding
- Satisfaction metrics
- Analyse feedback from Net Promoter Scores
- Sending surveys