Education for Microsoft Dynamics 365

Dynamics 365 for Sales

Dynamics 365 for Sales

Duration: 1 Day
Use Dynamics 365 for Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities. This instructor-led course is a one-day deep dive into the default record types, processes and configuration of Dynamics 365 for Sales.

Participants:
This course is designed to support individuals who will be setting up and administering Sales within Dynamics 365. It is not intended for front of house users.

Recommended Prerequisites:
Familiarity with the following skills/concepts is recommended:

  • Understanding of data or relational databases is helpful
  • Dynamics 365 data structure and user experience customization
  • Dynamics 365 University CRM Boot Camp is recommended
Topics Covered

Lead and Sales Opportunity Management: Business Processes, Settings, Goals and Reporting

Marketing Lists and Campaigns

Sales Order Processing: Quotes, Orders, Invoices

Product Catalog, Playbooks and Sales Insights Embedded Intelligence

Upcoming Dynamics 365 for Sales Events
September 24, 2019

Learn the sales module within Dynamics 365 through this instructor-led, remote training online. Enroll today!