Coursera Cuts Jobs Despite $100M Revenue Milestone

Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Microsoft

Explore the fundamentals of Microsoft Dynamics 365 Sales

Microsoft via Microsoft Learn

Go to class Write review

Overview

  • Module 1: Get introduced to the customer engagement apps

    • After completing this module, you will be able to:

    • Explain customer engagement
    • Describe Microsoft Dataverse
    • List the Dynamics 365 customer engagement apps
    • Describe the common components and features of the Dynamics 365 customer engagement apps
  • Module 2: Examine Dynamics 365 Sales

    • After completing this module, you will be able to:

    • Describe using Dynamics 365 Sales to support the sales process
    • Explain key industry and application terminology
    • Get started with Dynamics 365 Sales
  • Module 3: Manage the sales lifecycle with Dynamics 365 Sales

    • After completing this module, you will be able to:

    • Describe how to create and qualify leads
    • Describe opportunity management
    • Explain sales order processing with Dynamics 365 Sales
  • Module 4: Review additional sales apps

    • After completing this module, you'll be able to:

    • Describe Sales Insights use cases and key capabilities
    • Describe Sales Navigator

Syllabus

  • Module 1: Get introduced to the customer engagement apps
    • Introduction
    • Define customer engagement
    • Describe Microsoft Dataverse
    • Examine the customer engagement apps
    • Work with customers and activities
    • Explain how to search and filter data
    • Examine the product catalog
    • Review integration technologies and use cases
    • Examine out-of-the-box reporting capabilities
    • Knowledge check
    • Summary
  • Module 2: Examine Dynamics 365 Sales
    • Introduction
    • Review the sales process
    • Explain key terminology
    • Describe Dynamics 365 Sales
    • Get started with Dynamics 365 Sales
    • Knowledge check
    • Summary
  • Module 3: Manage the sales lifecycle with Dynamics 365 Sales
    • Introduction
    • Review a typical sales lifecycle
    • Describe how to work with leads
    • Lab: Create and manage a lead in Dynamics 365 Sales
    • Review opportunity management
    • Lab: Create and manage an opportunity in Dynamics 365 Sales
    • Work with and manage quotes
    • Examine orders and invoices
    • Knowledge check
    • Summary
  • Module 4: Review additional sales apps
    • Introduction
    • Get introduced to additional sales apps
    • Introduction to Dynamics 365 Sales Insights
    • Explore LinkedIn Sales Navigator
    • Knowledge check
    • Summary

Tags

Reviews

Start your review of Explore the fundamentals of Microsoft Dynamics 365 Sales

Go to class

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Sign up for free
Someone learning on their laptop while sitting on the floor.