Validate your Dynamics 365 Sales Functional Consultant skills

Overview

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Module 1: Microsoft Dynamics 365 helps organize and manage even the most complex product catalog to support your customers in customer engagement scenarios (for example, sales and column service). In this module, you'll learn how to define products, families, and bundles, take advantage of product properties, and define price lists. You'll also learn about pricing options for increased consistency and efficiency.
In this module, you will:
- Set up unit groups to help control how products are sold
- Create product family hierarchies that include product bundles and individual products
- Set up product pricing data by creating price lists and price list items
- Use discount lists to provide volume discount pricing
Module 2: You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up other processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices.
In this module, you will:
- Define quote records for opportunity records
- Work a quote through its entire lifecycle
- Add and revise quote product line items
- Deliver quotes to customers
Module 3: Configure your own Dynamics 365 Sales product catalog to support a scenario for a fictional company. You'll be provided with high-level specifications on the company's business process and catalog requirements to complete this project. [!NOTE] This is a Challenge Project module where you complete an end-to-end project using high-level guidance; there are no step-by-step instructions.
In this module, you'll demonstrate your ability to:
- Customize a product catalog to meet business requirements
- Configure product bundles and price lists
- Analyze an organization's business requirements and build your environment per specifications

Syllabus

Module 1: Module 1: Manage and organize your product catalog with Dynamics 365 Sales
- Dynamics 365 product catalog overview
- Currencies and currency management
- Define products
- Product families
- Price lists
- Product catalog settings
- Exercise - Set up the product catalog
- Check your knowledge
- Summary
Module 2: Module 2: Process sales orders with Dynamics 365 Sales
- Sales order processing overview
- Quotes and quote management
- Orders and invoices
- Exercise - Sales order processing lifecycle
- Check your knowledge
- Summary
Module 3: Module 3: Challenge project - Create products and set up a product catalog
- Introduction
- Prepare
- Exercise - Configure the product catalog
- Knowledge check
- Summary