Description
The Sales module for Microsoft Dynamics 365 provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success. The course describes the components used within the Sales module and explain how they can apply them to various business scenarios. It also details the entities or record types that Microsoft Dynamics CRM uses to track sales from potential to close. It explores the management of, and application of, leads and sales opportunities in the sales process, as well as how to analyze the monitoring of sales-related data utilizing some of the essential built-in tools available through Microsoft Dynamics 365.
This course helps prepare you for assessment Microsoft Dynamics 365 for Sales.
What are the goals for this course?
- Examine common customer scenarios
- Review core records and their purpose
- Explore the customer organization structure
- Review the main entities involved the Sales Process
- Explore Microsoft Social Engagement and how it works within the Microsoft Dynamics 365 Sales Module
- Recognize how to work with sales literature
- Create and associate competitors with records Define the roles of Lead and Opportunity records
- Examine the Lead to Opportunity process flow
- Describe lead record management
- Convert activities to leads Describe of opportunity records
- Create, work with, and close opportunities
- Connect competitors to an opportunity record
- Utilize Document Recommendations with Opportunities
- View resolution activities
- Manage opportunities from system views Configure Relationship Intelligence
- Explore the Relationship Assistant
- Utilize Email Engagement
- Describe Auto-capture
- Visualize the results with Engagement Analytics Explore basic data queries through Advanced Find
- Enhance update capabilities with Editable grid
- Review potential opportunities, forecast Revenue and analyze sales productivity using built-in reports
- Utilize the Export to Excel feature
- Use Excel Templates
- Basic experience using Windows applications
- Basic understanding of Sales in Microsoft Dynamics CRM
- Completion of the Microsoft Dynamics CRM Introduction course
What are the prerequisites to consume this course?
Module 01: Introduction to Relationship Management
- Customer Scenarios
- Customer Organization Structure
- Core Records
- Microsoft Social Engagement
Module 02: Sales Component Setup
- Sales Literature
- Sales Literature vs. Microsoft SharePoint
- Competitors
- Create, Maintain, and Use Competitors
Module 03: Lead Management
- The Role of Leads and Opportunities
- Lead to Opportunity Process Flow
- Disqualifying and Reactivating Leads
- Tracking and Converting Leads
Module 04: Working with Opportunity Records
- Opportunities
- Assigning Opportunities
- Closing Opportunities
- Quick Create
- Connecting with Other Records
- Connections
- Competitors and Opportunities
- Resolution Activities
- Opportunity Views
Module 05: Relationship Insights
- Overview of Relationship Insights
- Configuring Relationship Insights
- Relationship Assistant
- Email Engagement
- Compose and Send Emails
- Follow Emails and Attachments
- Delay Send View
- Email Tracking and Analytics
- Email Template Picker
- Understanding Auto Capture
- Overview of Relationship Analytics
Module 06: Introduction to Sales Analysis Tool
- Advanced Find
- Editable Grid
- Built in Reports
- Export to Excel
- Export to Excel Templates
- Differences between Export to Excel and Excel Templates
- Excel Online
- Dynamics 365