55258: Microsoft Dynamics 365 for Sales Training

This module provides the attendee with an introduction to the concept of Sales in Microsoft Dynamics 365.

Lessons

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

Lab: Sales in Dynamics 365 Orientation

Explore the Sales features in Dynamics 365

After completing this module, students will be able to:

Understand the Sales Order Process in regards to the Dynamics 365 Sales App.

Be familiar with the Sales features of the Dynamics 365 App.

Understand the impact of Security configuration on the Dynamics 365 Sales App.

Know where to get help when navigating and using the Dynamics 365 Sales App.

Be familiar with the further reading and resources available to users.

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.

Lessons

The Lead Management Process

Working with Lead Records

Working with the Lead Form

Lead Assignment

Leads and Activities

Qualifying a Lead

Disqualifying a Lead

Lab: Working with Leads

Create a Lead record

Update a Lead record

Qualify a Lead to an Opportunity record

Disqualify a Lead record

Convert an Email activity to a Lead record

After completing this module, students will be able to:

Understand the Lead Management Process in regards to the Dynamics 365 Sales App.

Know how to create and manage Lead Records.

Be able to work with Leads and Activities.

Understand the Lead Qualification Process.

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.

Lessons

Introduction to Opportunities

The Opportunity Views

The Opportunity Form

Opportunity Sales Process

Closing an Opportunity

Resolution Activities

Lab: Working with Opportunities

Working on Opportunities

Closing an Opportunity as Lost

Closing an Opportunity as Won

After completing this module, students will be able to:

Understand the Opportunity Management Process in regards to the Dynamics 365 Sales App.

Interact with the Opportunity Views and Forms to manage Opportunity Records.

Work with Opportunity Records in a Sales Process Flow.

Close Opportunities as Won and Lost.

Understand the significance of Resolution Activities.

In this module we will 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.

Lessons

Introduction to the Product Catalog

Adding Products

Configuring Unit Groups

Price Lists and Price List Items

Product Properties, Bundles and Families

Lab: Configuring the Product Catalog

Configure Unit Groups

Add a Product

Create and Configure a Price List

Lab: Working with the Product Catalog

Clone a Product

Create a Product Bundle

Create a Product Family

After completing this module, students will be able to:

Be familiar with Product Catalog feature in Dynamics 365.

Add and manage Products, configure Unit Groups and relate Price Lists.

Work with Price Lists and Price List Items.

Understand Product Properties and create Product Bundles and Families.

This module 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 fulfillment and the procedure of Invoice management.

Lessons

Introduction to Order Processing

Adding Products to an Opportunity

Working with Quotes

Working with Orders

Working with Invoices

Lab: Working with Quotes, Orders and Invoices

Add Products to an Opportunity

Add a Quote to an Opportunity

Convert a Quote to an Order and Invoice

After completing this module, students will be able to:

Be familiar with Order Process Flow in Dynamics 365.

Add Products and ‘write-in’ Products to an Opportunity and Quote Record.

Work with Quotes, Orders and Invoice Records.

This module looks at the different methods available to analyze sales information that is stored in Dynamics 365. We look at the 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 analyze service data.

Lessons

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

Lab: Explore the Sales Reports

Exploring the Sales Pipeline Report

Exploring the Quote Report

Lab: Sales Goals and Metrics

Create Goals for the Sales Team

Create a Personal View

View Sales Goals and Chart

Lab: Explore the Sales Charts and Dashboards

Explore the Lead and Opportunity Charts

Create a custom Sales Chart

Explore the Sales Dashboards

Create a custom Sales Dashboard

After completing this module, students will be able to:

Understand the different ways to analyze Sales data in Dynamics 365.

Work with the ‘out of the box’ Sales Reports in Dynamics 365.

Create a custom Sales report using the Reporting Wizard.

Work with the Sales Charts and Dashboards. Create Sales Goals and KPI Visualizations in Dynamics 365.