Participants will have a good understanding of administration of the Sales Pipeline in Dynamics 365, including managing customers, Lead and Opportunities. The course will teach them how to  work with the Sales Order Process, the Product Catalog, Quotes, Orders and Invoices.

Target Audience

• Sales Professionals
• Sales Representatives (SR)
• Sales Managers
• End-clients
• Technology Consultants
• Application Consultants

The program offers below lessons but not limited to these only.

• Configure Dynamics 365 Sales
  
  • Configure organization and management settings
  • Create and configure sales visualizations
• Manage Customers
  
  • Manage customers using accounts and contacts
  • Create customer records
• Manage Leads
  
  • Leads overview
  • Create leads
  • Lead management lifecycle
  • Lead qualification
• Manage Opportunities
  • Opportunity overview
  • Create  opportunities
  • Account and team selling
  • Opportunity management lifecycle
• Process Sales Orders
  • Sales order processing overview
  • Quotes and quote management
  • Orders and invoices
  • Sales order processing lifecycle
• Leverage Embedded Intelligence
  • Embedded Intelligence overview
  • Relationship assistant cards
  • Auto Capture
  • Email tracking
• Manage and Organize Product Catalog
  • Product catalog overview
  • Set up the product catalog
  • Currencies and currency management
  • Define products
  • Product families
  • Price lists
• Manage Relationships with Social Selling
  • Overview
  • Enforce best practices with playbooks
  • Manage relationship health with Sales Insights
  • Social selling assistant
  • Sales Navigator
  • Manage relationships with playbooks and
  • Sales Insights
• Analyze Data
  • Analytical options overview
  • Search tools
  • Out-of-box tools
  • Power BI