Course Date | Start Time | End Time | Time Zone | Location | Days | Price | |
---|---|---|---|---|---|---|---|
Call for In Class or Live Virtual Dates | 1 | $795 USD | Purchase |
Dynamics 365 for Customer Engagement for 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 practices, learning from your data and more. Go step by step from lead to opportunity to closed deal. Using the applications available automation and customization options you will learn how to enable sales staff to be their most productive selves.
Duration: 1 Day
Prerequisites
- Familiarity of business applications and the desire to customize and implement them for your business
Audience
- Functional Consultants
Learning Objectives
- Install and configure the application
- Identify common sales scenarios
- Complete a sales cycle
- Configure product catalog
- Manage customer records
- Utilize analytics tools with customer data
Topics
- Sales Overview
- Working with Opportunities
- Quotes to Orders
- Sales Analytics and Insights