- Module 1: What is Dynamics 365 Sales Professional and how do I get started? Get started with the basics. See how Dynamics 365 Sales Professional helps you manage customers, work with leads, and manage tasks, appointments, email, and phone calls.
- Learn the basics of Dynamics 365 Sales Professional
- Learn about accounts and contacts
- Explore activities like phone calls, appointments, email, and tasks
- Module 2: Connect with SharePoint, import data, manage users, and work with other activities in Dynamics 365 Sales Professional.
- Connect to SharePoint
- Look at importing data and installing sample data
- Manage users
- Setup email
- Work with Word and Excel templates
- Customize forms and views
- See how business process flows enhance productivity
- Module 3: The lead management capabilities in Microsoft Dynamics 365 let you connect with your customers in a whole new way. This module provides an overview of what leads are, and describes the different options for creating leads, managing them, and working with them throughout their lifecycle. It also provides information about qualifying and disqualifying leads. The more leads you have, the greater your chances of getting opportunities and successfully closing deals.
- Examine the lead qualification process in Dynamics 365 from beginning to end
- Identify the different options that are available for creating and defining leads
- Use business process flows to manage the lead lifecycle
- Qualify and disqualify leads
- Module 4: The opportunity management capabilities in Microsoft Dynamics 365 make it easy to manage opportunities and convert more leads. In this module, you'll learn how and when opportunities are used and managed in Dynamics 365. You'll also learn about the options for creating opportunities, their relationships with other records, and how to manage them throughout their lifecycle. By providing a complete view of the customer, Dynamics 365 helps you win more deals.
- Identify scenarios where opportunities can be used
- Create and define opportunities
- Work with related opportunity records
- Manage an opportunity throughout its lifecycle
- Module 5: 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 additional 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.
- Define quote records for opportunity records
- Work a quote through its entire lifecycle
- Add and revise quote product line items
- Deliver quotes to customers
In this module, you will:
In this module, you will:
In this module, you will:
In this module, you will:
In this module, you will:
