Dynamics 365 Sales Fast Track - Training 4 Dynamics 365

About this course

Microsoft Dynamics 365 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 has been enhanced with additional content by our trainers with combined expertise of 70+ years

Audience Profile

This course is designed to help sales manager and their teams implement solutions that support a sales life cycle to run efficiently and effectively to meet revenue targets, business strategies, and company objectives.

Prerequisites

Familiarity of buisiness applications and the desire to customise and implement them for your business.

Please note that prices exclude VAT.

Module 1: Configure Dynamics 365 Sales

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

Module 2: Manage sales leads and Opportunities

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

Module 3: Process Sales Orders

Adding products to the product catalogue

Price lists and discounts

Sending quotes

Manage forecasting

Processing sales orders

Module 4: Managing Goals

Define and track individual goals in Dynamics 365 Sales

Use goal metrics in Dynamics 365 Sales

SLAs and custom KPIs

Module 5: Analyse Dynamics 365 Sales data

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

Module 6: Work with Dynamics 365 Sales Insights

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

Module 7: Create surveys with Dynamics 365 Customer Voice

Creating a survey project with Customer Voice

Themes and branding

Satisfaction metrics

Analyse feedback from Net Promoter Scores

Sending surveys

Scheduled Course Dates

Contact us on 01225 311056 for group bookings

Contact us on 01225 311056 for course dates and group bookings

Dedicated, qualified and professional instructors

Our dedication to Dynamics 365 and the Power Platform ensures you with training from the leading experts in their field. All of our instructors are MCT qualified and have a sole focus to Microsoft technologies.

Small class sizes

You will receive a far more personalised learning experience with our Guaranteed maximum of 6 delegates per class (compared to 15+ students on other training providers' courses). Our small class size gives you the opportunity to ask questions about your own Dynamics 365 configuration and explore best practice options for improving your Dynamics 365 system.

Official Microsoft courses

Microsoft Official Curriculum (MOC) courses enable you to develop your knowledge and expertise aligned to Microsoft's role-based learning pathways.

Certification Bootcamps

Our Certification Bootcamps include everything required to pass Microsoft's role-based exams and certifications. Including the exam itself (with a free replay), exam coaching, official practise tests, free resits and more.

Interactive, hands-on Labs

All of our courses include hands-on experience with the latest Microsoft technologies through interactive, step-by-step Labs. You will learn to take full advantage of the ever increasing feature set of each release of Dynamics 365.

Custom tailored courseware

We have our own dedicated team of technical course developers working hard to give you courses to cover every aspect of the Dynamics 365 and Power Platform stack. Your team can pick and choose the desired content tuned for your own organisation's requirements.

One-stop Mobile Vue Test Centre

We offer a one-stop Mobile Vue Test Centre service so that you can complement your on-site training with our new Mobile Exam testing service. It comes complete with all the kit you need to conduct multiple exams on your own site. For more details see here.

About

Our certification Bootcamp Package is an add on service aimed towards individuals who are looking to take exams and gain Microsoft Certification. Our experienced trainers will take you through the steps needed to gain your certification including exam techniques and guidance, revision session and much more.

What's Included

Certifications give you a professional edge with evidence of industry recognized role-based skills.