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Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practises, learning from your data and more.

Join our team of globally recognised experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customisation options you will learn how to enable sales staff to be their most productive selves.

Key Features of this Microsoft Dynamics 365 Sales Training:

  • Microsoft Official Course content

Software/Tools

Dynamics

Who should attend this course

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Select specific date to see price, venue and full details.

Learning Objectives

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure product catalogue
  • Manage customer records
  • Utilise analytics tools with customer data

Pre-Requisites

Familiarity of business applications and the desire to customise and implement them for your business.

Course Content

Module 1: Sales Overview

In this module students will learn the basics of sales in Dynamics 365. They will install and configure the application, as well as learn about security roles, key terms, and the data model.

Lessons

  • Sales overview
  • Configuring Sales
  • Module summary

After completing this module, students will be able to:

  • Install and configure the sales application
  • Identify common sales scenarios

Module 2: Working with Opportunities

In this module students will learn how to manage customer data records, use built-in sales tools, and take a lead to an opportunity.

Lessons

  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Module summary

After completing this module, students will be able to:

  • Create customer records
  • Use sales tooling

Module 3: Quotes to Orders

In this module students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.

Lessons

  • Order processing overview
  • Manage product catalogue
  • Create and manage quotes
  • Create and manage orders and invoices
  • Module summary

After completing this module, students will be able to:

  • Create and use the product catalogue
  • Add quotes to opportunities
  • Complete a sale with an order

Module 4: Sales Analytics and Insights

In this module students will learn how to create and use goals, integrate with PowerBI, and enable Sales AI.

Lessons

  • Overview
  • Power BI
  • AI for Sales
  • Modules summary

After completing this module, students will be able to:

  • Create and use goals
  • Integrate with PowerBI
  • Enable Sales AI functionality

Exams & Certification

This course helps prepare you for the “Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate” certification.

What courses are included in the “Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate” certification path?

MB-200 and MB-210 (8554). It is required you pass both exams to achieve certification.

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