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Dynamics 365 for Sales

Learn the fundamentals of Microsoft Dynamics 365 Sales (CRMS100)


Description
This learning path introduces learners to Dynamics 365 Sales. You will learn about the core product capabilities and other tools that you can use to successfully and effectively manage the sales process
Content
  • Explore Dynamics 365 Sales
  • Introduction
  • Overview
  • Review the sales lifecycle
  • Explore a Dynamics 365 Sales business scenario
  • Work with leads
  • Describe the Product catalog
  • Describe opportunity management
  • Describe sales order processing
  • Describe Dynamics 365 Sales business process flows
  • Describe Sales Accelerator
  • Describe using Copilot in Dynamics 365 Sales
  • Exercise: Create and manage Opportunities in Dynamics 365 Sales
  • Describe quote management
  • Describe order and invoice management
  • Summary
  • Use sales capabilities
  • Introduction
  • Use sales capabilities overview
  • Describe Dynamics 365 Sales forecasting
  • Describe Linkedin Sales Navigator
  • Describe Dynamics 365 Sales Insights
  • Describe the Dynamics 365 Sales mobile app
  • Describe Microsoft 365 Copilot for Sales
  • Summary
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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