Duration 2 Days 12 CPD hours This course is intended for This course is intended for Sales Representatives (SR), Sales Managers and End-users who have an interest in the Sales components of Dynamics 365. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course Introduction to Microsoft Dynamics 365 Overview Understand the features and tools that exist in Microsoft Dynamics 365 for SR?s and Sales Managers. Be familiar with the stages of the Sales Order. Process in Microsoft Dynamics 365. Understand the fundamentals of Lead and Opportunity Management. Be able to track, manage, qualify Leads and convert to Opportunities and related customer records in Microsoft Dynamics 365. Know how to disqualify and cancel Leads, and convert Activity records to Leads and Opportunities. Understand how to collaborate on Opportunities with other SR?s and close Opportunity records as Won and Lost. Be able to track Competitors and Stakeholders. Understand how to view Resolution Activities. Add Products and Write-In Products to Opportunities. Build and maintain a repository of Products, Product Bundles and Product Families in the Product Catalog. Configure Unit Groups, Price Lists and Discount Lists. Work with Product Properties and view a Product Hierarchy. Create Quotes and add Products. Work with the Sales Order Process to convert Quotes to Orders and Invoices. Fulfill Orders and manage Invoice payments. Explore the Sales Reports and create a custom Sales Report using the Reporting Wizard in Microsoft Dynamics 365. Understand the significance of Sales Goal Management and Metrics in Microsoft Dynamics 365. Explore the Sales Charts and Dashboards and create a custom Sales Dashboard in Microsoft Dynamics 365. This course provides students with a detailed hands-on experience of the Salesfeatures and components of Microsoft Dynamics 365. Introduction Sales Order Process Scenarios An Introduction to Sales in Dynamics 365 The Dynamics 365 Platform Dynamics 365 Sales Fundamentals Security Considerations Where to get Help Further Reading and Resources Lead Management The Lead Management Process Working with Lead Records Working with the Lead Form Lead Assignment Leads and Activities Qualifying a Lead Disqualifying a Lead Opportunities Management Introduction to Opportunities The Opportunity Views The Opportunity Form Opportunity Sales Process Closing an Opportunity Resolution Activities Products Introduction to the Product Catalog Adding Products Configuring Unit Groups Price Lists and Price List Items Quotes, Orders and Invoices Introduction to Order Processing Adding Products to an Opportunity Working with Quotes Working with Orders Working with Invoices Sales Analysis Introduction to Sales Analysis in Dynamics 365 The Sales Reports The Reporting Wizard Working with Sales Charts Working with Sales Dashboards Working with Sales Goals and Metrics
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This comprehensive Certificate in Facilities Management course has been designed to equip you with the essential knowledge and skills needed to become a fully professional facilitator and will provide you with all the practical knowledge and credentials you need to thrive in your career. Through this exclusive Certificate in Facilities Management course, you will gain the knowledge and skills needed to improve company culture, supervise service productivity and functioning, maintain a safe and healthy working environment, and much more. It also provides training in quality project management and step-by-step instructions on how to develop a quality management plan. You will also better understand HR management, lease purchase and vendor management, sustainable facility management, business development, and succession planning. By enrolling in our Certificate in Facilities Management course, you can quickly become skilled in the field and stand above applicants and candidates as you impress your future employer. Learning Outcomes After completing this Certificate in Facilities Management course, the learner will be able to: Understand the basic concepts. Gain a thorough understanding of the qualities and skills of facility personnel. Understand facilities management strategies. Assess the working environment and measure the productivity of workplace services. Gain in-depth knowledge of HR management, lease, purchase & vendor management. Assess and maintain the health and safety standards of service. Gain a solid understanding of Succession Planning. Why Choose Certificate in Facilities Management Course from Us Self-paced course, access available from anywhere. Easy to understand, high-quality study materials. Course developed by industry experts. MCQ quiz after each module to assess your learning. Automated and instant assessment results. 24/7 support via live chat, phone call or email. Free PDF certificate as soon as completing the course. ***Courses Included Of This Certificate in Facilities Management bundle Course Course 01: Facilities Management Diploma Course 02: Level 5 Diploma in Risk Management Course Course 03: Level 7 Business Management Course ***Other Benefits of Certificate in Facilities Management Course Free 3 PDF Certificate Lifetime Access Free Retake Exam Tutor Support [ Note: Free PDF certificate as soon as completing the Certificate in Facilities Management course ] Course Curriculum of Certificate in Facilities Management Module 01: A Quick Overview of Facilities Management Module 02: The Scope of Facilities Management Module 03: Facilities Management Strategies Module 04: Managing Office WorkSpace Module 05: Operational Management Module 06: Maintenance Management Module 07: Financial Management for Financial Managers Module 08: Ultimate Customer Service Module 09: Human Resource Management Module 10: Project Management and Integration Module 11: Risk Management Module 12: Sustainable Facility Management Module 13: Health and Safety of Employees Module 14: Succession Planning Assessment Method After completing each module of the Certificate in Facilities Management Course, you will find automated MCQ quizzes. To unlock the next module, you need to complete the quiz task and get at least 60% marks. Certification After completing the MCQ/Assignment assessment for this Certificate in Facilities Management course, you will be entitled to a Certificate of Completion from Training Tale. The certificate is in PDF format, which is completely free to download. A printed version is also available upon request. It will also be sent to you through a courier for £13.99. Who is this course for? This Certificate in Facilities Management course is perfect for those looking for a formal qualification to advance their careers in any of the following fields: Facilities Managers Facilities Coordinator Facilities Assistant Facilities Administrator Requirements There are no specific requirements for Certificate in Facilities Management course because it does not require any advanced knowledge or skills. Career path Certificate in Facilities Management course will lead you to many different career opportunities; here are few prospects: Tutor: £27,000 - £27,001 per annum Head of Facilities Management: £11.50 per hour Administrator: £10.58 per hour Helpdesk Scheduler: £20,000 - £21,000 per annum CAD Operator: £26.00 - £28.00 per hour Certificates Certificate of completion Digital certificate - Included
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