Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more. Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.
AUDIENCE
A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Job role: Functional Consultant
PREREQUISITES
Familiarity of business applications and the desire to customize and implement them for your business.
After completing this course, you will be able to:
Module 1: Configure Dynamics 365 Sales
In this module, we will learn about configuring the sales application to fit an organization's unique requirements.
Lessons
After completing this module, you will be able to:
Module 2: Manage customers, leads, and opportunities
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
Lessons
After completing this module, you will be able to:
Module 3: Process sales orders
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
Lessons
After completing this module, you will be able to:
Module 4: Integrate components with Dynamics 365 Sales
In this module, we will learn how to use sales analytics tools to empower the sales team.
Lessons
After completing this module, you will be able to:
Thời lượng: 2 Ngày
Giảng Viên: Microsoft Certified Trainer
Chứng nhận hoàn thành khóa học của Microsoft
CÁC KHÓA HỌC LIÊN QUAN
MB-200T01 : Dynamics 365: Power Platform applications
MB-200T02 : Dynamics 365: Power Platform automation
MB-230T01 : Microsoft Dynamics 365 Customer Service
MB-240 : Microsoft Dynamics 365 Field Service
MB-310 : Microsoft Dynamics 365 Finance
MB-800 : Microsoft Dynamics 365 Business Central Functional Consultant