Dynamics 365 for Sales

Only £750+ VAT

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Course Details

Title: Dynamics 365 for Customer Engagement for Sales (MB-210T01-A)
Duration: 1 day
Price: £750 + 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.

Audience Profile
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 catalog
- 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.
Lessons
- Sales Overview
- Configuring Sales
- Module summary

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.
Lessons
- Manage customers
- Working with opportunities
- Embedded intelligence
- Playbooks
- Integrated sales tools
- Module summary

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

Module 3: Quotes to Orders
Lessons
- Order processing overview
- Manage product catalog
- Create and manage quotes
- Create and manage orders and invoices
- Module summary

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

Module 4: Sales Analytics and Insights
Lessons
- Overview
- Power BI
- AI for Sales
- Module summary

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.