Get this course

Dynamics 365 for Sales

Work with Dynamics 365 Sales Professional (CRMS104)


Description
Generate leads, create opportunities, realize easy setup and integration, and streamline your sales processes with Microsoft Dynamics 365 Sales Professional.
Content
  • Overview of Dynamics 365 Sales Professional
  • Introduction
  • Learn the basics
  • Manage your customers
  • Develop sales from lead to cash
  • Manage tasks, appointments, email or phone calls
  • Summary
  • Administer and configure Dynamics 365 Sales Professional
  • Introduction
  • Connect with SharePoint
  • Import data
  • Install sample data
  • Manage users
  • Setup emails
  • Setup branding and theming
  • Manage teams
  • Manage Excel templates
  • Manage Word templates
  • Automatic generation of quotes and invoices
  • Export data
  • Customize forms
  • Customize views
  • Customize business process flows
  • Summary
  • Manage leads with Dynamics 365 Sales
  • 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
  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling
  • Opportunity management lifecycle
  • Lab - Manage opportunities in Dynamics 365
  • Summary
  • Process sales orders with Dynamics 365 Sales
  • Sales order processing overview
  • Quotes and quote management
  • Orders and invoices
  • Exercise - Sales order processing lifecycle
  • Summary
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Back