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Dynamics 365
$575
Per Participant
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.
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.
* For more details call: +1-800-961-0337 or Email: info@microteklearning.com
For many years, Microtek Learning has been helping organizations, leaders, and professionals to reach their maximum performance by addressing the challenges they are facing.
This module provides the attendee with an introduction to the concept of Sales in Microsoft Dynamics 365.
Lessons
Lab: Sales in Dynamics 365 Orientation
After completing this module, students will be able to:
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
Lab: Working with Leads
After completing this module, students will be able to:
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
Lab: Working with Opportunities
After completing this module, students will be able to:
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
Lab: Configuring the Product Catalog
Lab: Working with the Product Catalog
After completing this module, students will be able to:
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
Lab: Working with Quotes, Orders and Invoices
After completing this module, students will be able to:
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
Lab: Explore the Sales Reports
Lab: Sales Goals and Metrics
Lab: Explore the Sales Charts and Dashboards
After completing this module, students will be able to:
I'm really impressed with the storytelling skills of the instructor. She makes the session exciting by keeping things simple and easy to understand.
Texas
I was recommended the ITIL 4 Foundation course by an IT professional who had completed the same course at Microtek Learning. The training gave me a thorough understanding of service management that I felt I could take back to my job as an IT Project Management and apply it to improve the value of products and services.
Texas
I was sceptical at first whether to enrol with Microtek Learning or not, however, I am glad that I did- I got everything that was promised (maybe more). The trainer was very patient and knowledgeable and with his effort and mine, I was able to clear the exam with ease! Keep up the good work everyone.
MARTIN
TORONTO, CANADA