This Dynamic 365 training course provides you with a complete hands-on experience of the sales features of Microsoft Dynamic 365. It is a one-day instructor-led training that will help you gain an in-depth knowledge of Lead and Opportunity management, working with the Sales Order Process, Product Catalog, Quotes, Orders, and Invoices.
The latest update on this course has been made on the October 2020 Release Wave 2 of Microsoft Dynamic 365 and the Power Platform.
This training is designed based on the objectives of the course variant 55258A.
This course is intended for Sales Representatives (SR), Sales Managers and End-users who are interested in the Sales components of Dynamics 365. Students should have an existing working knowledge of Microsoft Dynamics 365. At a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.
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This module provides the attendee with an introduction to the concept of Sales in Microsoft Dynamics 365.
Lab1: Sales in Dynamics 365 Orientation
This module presents the Lead Management Process in Dynamics 365. We examine the process to create and assign Lead records, how to create Leads from Activities and how to qualify and disqualify leads. We also look at the various stages of the Lead to Opportunity Sales Process in Dynamics 365.
Lab1: Working with Leads
This module presents the concepts of Opportunities in Dynamics 365. We examine the Opportunity Views and Forms, and the Opportunity Sales Process when closing an Opportunity record. We also look at Resolution Activities and how they influence the Sales Order Process.
Lab1: Working with Opportunities
This module explains how to start to look at the Product Catalog in Dynamics 365. We look at how to create Products and configure Unit Groups and Price Lists. Finally, we look at Product Properties, Product Bundles and Product Families.
Lab1: Configuring the Product Catalog
Lab2: Working with the Product Catalog
This module explains how to presents Quotes, Orders and Invoices in Microsoft Dynamics 365. We look at how to add Products from the Product Catalog to Opportunities and Quotes, and when to use ‘write-in’ Products. This module also steps through the process to convert Quotes to Orders, Order fulfilment and the procedure of Invoice management.
Lab1: Working with Quotes, Orders and Invoices
This module explains how to look at the different methods available to analyse sales information that is stored in Dynamics 365. We look at them out of the box sales reports and the process to create a custom report using the Dynamics 365 Report Wizard. This module also demonstrates the Chart and Dashboard designer, as well as reviewing the out of the box sales dashboards to analyse service data.
Lab1: Explore the Sales Reports
Lab2: Sales Goals and Metrics
Lab3: Explore the Sales Charts and Dashboards
Lab4: Explore the Sales Insights and Playbooks