Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more.Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.
A Dynamics 365 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.
Job role: Functional Consultant
Preparation for exam: MB-210
Features: none
In this module, we will learn about configuring the sales application to fit an organization’s unique requirements.
After completing this module, students will be able to:
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
After completing this module, students will be able to:
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
After completing this module, students will be able to:
In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.
After completing this module, students will be able to:
In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.
After completing this module, students will be able to:
In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.
After completing this module, students will be able to:
In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.
After completing this module, students will be able to:
Familiarity of business applications and the desire to customize and implement them for your business.
Course Name | Date | Time | |
---|---|---|---|
Nothing Scheduled yet |