Microsoft Dynamics 365 for Sales
Details
Attendees of this course will gain an in-depth understanding into the management of the Sales Pipeline in Dynamics 365, including Lead and Opportunity management, working with the Sales Order Process, the Product Catalog, Quotes, Orders and Invoices. The Sales Analysis features such as the Sales Reports, Sales Goal Management, Sales Charts and Dashboards are also presented in this course.
The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments. The course objectives map directly to the MB2-717: Microsoft Dynamics 365 for Sales exam.
Outline
- 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
- Product Properties, Bundles and Families
- 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
Schedules
No. of Days: | 1 |
Total Hours: | 8 |
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