VTEC Training
Course Code: 19106
MB-210T01 - Microsoft Dynamics 365 Sales
VTEC Training
Portland,
ME
Class Dates:
11/28/2022
Length:
1 Days
Cost:
$795.00
Class Time:
Technology:
Office
Delivery:
Instructor-Led Training, Virtual Instructor-Led Training
Overview
- Course Overview
- Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more.
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 - Audience
- A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations
Prerequisites
- Familiarity of business applications and the desire to customize and implement them for your business.
Course Details
- Module 1: Configure Dynamics 365 Sales
- Configure organization and management settings
- Create and configure sales visualizations
- Module 2: Manage customers, leads, and opportunities
- Manage customers using accounts and contacts
- Manage leads
- Manage opportunities
- Module 3: Process sales orders
- Manage quotes, orders, and invoices
- Manage and organize the product catalog
- Manage forecasting
- Configure playbooks
- Module 4: Integrate components with Dynamics 365 Sales
- Leverage Embedded Intelligence in Dynamics 365 Sales
- Manage relationships with social selling