Course duration
- 1 day
Course Benefits
- Learn to install and configure the application.
- Learn to identify common sales scenarios.
- Learn to complete a sales cycle.
- Learn to configure product catalog.
- Learn to manage customer records.
- Learn to utilize analytics tools with customer data.
Webucator is a Microsoft Certified Partner for Learning Solutions (CPLS). This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).
Course Outline
- Sales Overview
- Sales overview
- Configuring Sales
- Module summary
- Working with Opportunities
- Manage customers
- Working with opportunities
- Embedded intelligence
- Playbooks
- Integrated sales tools
- Module summary
- Quotes to Orders
- Order processing overview
- Manage product catalog
- Create and manage quotes
- Create and manage orders and invoices
- Module summary
- Sales Analytics and Insights
- Overview
- Power BI
- AI for Sales
- Modules summary
Class Materials
Each student will receive a comprehensive set of materials, including course notes and all the class examples.
Experience in the following is required for this Dynamics 365 class:
- Familiarity of business applications and the desire to customize and implement them for your business.
Instructor-led courses are offered via a live Web connection, at client sites throughout Europe, and at our Geneva Training Center.