Booking options
Price on Enquiry
Price on Enquiry
Delivered Online
Two days
All levels
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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