Course Duration: Typically 4 Days (Instructor-led training, virtual or in-person).
Target Audience: Sales professionals, sales managers, sales administrators, consultants, and other individuals responsible for leveraging Microsoft Dynamics 365 for Sales.
Prerequisites: General understanding of business processes and sales concepts. Basic computer proficiency. No prior Dynamics 365 experience is required, but familiarity with Microsoft Office applications is beneficial.
Learning Objectives: Upon completion, participants will be able to effectively:
Navigate and personalize the Dynamics 365 for Sales interface.
Manage Accounts and Contacts efficiently.
Track and convert Leads into Opportunities.
Manage the sales pipeline from opportunity creation to closure.
Generate and manage Quotes, Orders, and Invoices.
Utilize the Product Catalog for sales activities.
Work with Sales Literature, Competitors, and Marketing Lists.
Access and interpret sales dashboards, charts, and reports.
Understand the mobile capabilities of Dynamics 365 for Sales.
Key Topics Covered:
Introduction to Dynamics 365 for Sales & User Interface Navigation
Managing Accounts and Contacts
Working with Leads and Qualification Process
Opportunity Management and the Sales Process Flow
Product Catalog Management (Products, Price Lists, Unit Groups)
Creating and Managing Quotes, Orders, and Invoices
Sales Literature, Marketing Lists, and Competitor Tracking