Module 1: Configure Dynamics 365 Sales
In this module, we will learn about configuring the sales application to fit an organization's unique requirements.
Lessons
- Configure organization and management settings
Lab : Lab 1.1: Validate lab environment
After completing this module, you will be able to:
Install and configure the sales application.
Identify common sales scenarios.
Module 2: Manage leads and opportunities with Dynamics 365 Sales
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
Lessons
Manage leads with Dynamics 365 Sales
Manage opportunities with Dynamics 365 Sales
Lab : Lab 2.1: Manage customers
After completing this module, you will be able to:
Create customer records.
Use sales tooling.
Create leads and opportunities.
Module 3: Manage orders and the product catalog with Dynamics 365 Sales
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
Lessons
Manage and organize your product catalog with Dynamics 365 Sales
Process sales orders with Dynamics 365 Sales
After completing this module, you will be able to:
Create and use the product catalog.
Add quotes to opportunities.
Complete a sale with an order.
Module 4: Manage goals with Dynamics 365 Sales
In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.
Lessons
Define and track individual goals with Dynamics 365 Sales
Use goal metrics in Dynamics 365 Sales
After completing this module, you will be able to:
Use rollup columns to define sales metrics.
Track individual goals for sales and teams.
Module 5: Analyze Dynamics 365 Sales data
In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.
Lessons
Analyze data in Dynamics 365 Sales
Analyze data with Power BI
After completing this module, you will be able to:
Analyze sales data using out-of-the-box Dynamics 365 tools
Configure charts and dashboards to view sales data
Use Power BI and Power BI template apps to analyze data
Module 6: Work with Dynamics 365 Sales Insights
In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.
Lessons
- Configure Sales Insights
After completing this module, you will be able to:
Set up and configure Sales Insights
Work with Assistant studio
Configure productivity intelligence
Configure Connection insights
Configure predictive models
Module 7: Create surveys with Dynamics 365 Customer Voice
In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.
Lessons
Create a survey project with Dynamics 365 Customer Voice
Create surveys with Dynamics 365 Customer Voice
Send Dynamics 365 Customer Voice surveys
After completing this module, students will be able to:
Set up survey projects to organize and create surveys
Create a survey with variables and entities
Send Dynamics 365 Customer Voice surveys using multiple modalities
Other Trainings
Microsoft
105 Training Set
