Course Overview: This comprehensive course is designed to empower participants with the knowledge and skills required to effectively utilize Microsoft Dynamics 365 Sales for managing the entire sales process. Covering essential concepts, features, and practical applications, the course caters to individuals aiming to enhance their sales management capabilities and drive business growth.
Course Duration: 8 weeks
Course Outline:
- Introduction to Microsoft Dynamics 365 Sales
- Overview of sales management in a digital era
- Introduction to Dynamics 365 Sales
- Key features and benefits for sales professionals
- Navigating Dynamics 365 Sales
- Accessing the system and user authentication
- Understanding the user interface and dashboard
- Customizing the sales workspace for individual preferences
- Lead and Opportunity Management
- Lead creation and qualification
- Opportunity management and tracking
- Sales forecasting and pipeline management
- Account and Contact Management
- Managing customer accounts and contacts
- Building and maintaining customer relationships
- Customer segmentation and targeting
- Product and Price Management
- Product catalog setup and management
- Price list creation and customization
- Configuring quotes and orders
- Sales Process Automation
- Workflow automation for sales tasks
- Automation of follow-up activities
- Integration with other business processes
- Sales Analytics and Reporting
- Building and customizing sales reports
- Analyzing sales performance metrics
- Using analytics for strategic decision-making
- Integration with Microsoft 365 and Other Tools
- Integration with Outlook for email communication
- Collaboration tools for sales teams
- Connecting Dynamics 365 Sales with other business applications
Not Enrolled
Course Includes
- 2 Lessons
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