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Dynamics 365 for Sales

Working with Dynamics 365 Sales (CRMS101)


Description
Generate leads, create opportunities, and utilize embedded intelligence with Microsoft Dynamics 365 Sales. This learning path covers the key elements of the Sales app.
Content
  • Create powerful customer experiences for organizations with Dynamics 365 apps
  • Introduction
  • Dynamics 365 customer experience apps in an organization’s journey
  • Work with the other Dynamics 365 apps as part of a customer engagement solution
  • Work with Copilot in the Dynamics 365 customer engagement apps
  • Summary
  • Get started with Dynamics 365 Sales
  • Introduction
  • Overview of Sales products
  • Navigate in Dynamics 365 Sales
  • Manage customers
  • Copilot in Dynamics 365 Sales
  • In-app marketing
  • Summary
  • Set up and configure Dynamics 365 Sales
  • Introduction
  • Dynamics 365 set up overview
  • Set up and configure the application
  • Use customization options
  • Set up security roles
  • Summary
  • Manage leads with Dynamics 365 Sales
  • Introduction
  • Dynamics 365 leads overview
  • Create Dynamics 365 leads
  • Lead management lifecycle
  • Lead qualification
  • Lab - Work with Dynamics 365 leads
  • Summary
  • Manage opportunities with Dynamics 365 Sales
  • Introduction
  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling
  • Opportunity management lifecycle
  • Lab - Manage opportunities in Dynamics 365
  • Summary
  • Manage and organize your product catalog with Dynamics 365 Sales
  • Introduction
  • Dynamics 365 product catalog overview
  • Currencies and currency management
  • Define products
  • Product families
  • Price lists
  • Exercise - Set up the product catalog
  • Summary
  • Process sales orders with Dynamics 365 Sales
  • Introduction
  • Sales order processing overview
  • Quotes and quote management
  • Orders and invoices
  • Exercise - Sales order processing lifecycle
  • Summary
  • Configure forecasts in Dynamics 365 Sales
  • Introduction
  • Build forecasts
  • Manage forecasts
  • Configure advanced features
  • Premium features
  • Summary
  • Manage relationships with relationship selling in Dynamics 365 Sales
  • Introduction
  • Manage relationships with relationship overview
  • Enforce best practices with playbooks
  • Manage relationship health with Sales Insights
  • Social selling assistant
  • Sales Navigator
  • Exercise - Manage relationships with playbooks and Sales Insights
  • Summary
  • Analyze Dynamics 365 sales data
  • Introduction
  • Analytical options overview
  • Search tools
  • Out-of-box tools
  • Power BI
  • Use Power BI templates
  • Lab - Analyze data
  • Summary
  • Leverage Embedded Intelligence in Dynamics 365 Sales
  • Introduction
  • Embedded Intelligence overview
  • Relationship assistant cards
  • Auto Capture
  • Email tracking
  • Exercise - Build relationships by using Embedded Intelligence
  • Summary
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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