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Dynamics 365 for customer engagement for sales

Codice corso: MB-210T01-A
Durata corso: 1gg

Introduzione

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your 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.

A Dynamics 365 Customer Engagement 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.

Obiettivi del corso

After completing this course, you will be able to:

Install and configure the application

Identify common sales scenarios

Complete a sales cycle

Configure product catalog

Manage customer records

Utilize analytics tools with customer data

Prerequisiti

Familiarity of business applications and the desire to customize and implement them for your business.

Struttura del Corso

MODULE 1: Sales Overview

In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.

Lessons

After completing this module, you will be able to: 

Install and configure the sales application

Identify common sales scenarios

MODULE 2: Working with Opportunities

In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.

Lessons

After completing this module, you will be able to:

Create and manage customer records.

Working with opportunities

Embedded intelligence

Playbooks

Integrated sales tools

Module summary

MODULE 3: Quotes to Orders

In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.

Lessons

After completing this module, you will be able to:

Create and use the product catalog

Create and mangage quotes

Create and manage orders and invoice

Module summary

MODULE 4: Sales Analytics and Insights

In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.

Lessons

After completing this module, you will be able to: 

Create and use goals 

Integrate with PowerBI

Enable Sales AI functionality

Modules summary

P.IVA 06249920965
C.C.I.A.A. REA: MI - 1880014
Cap. Soc. € 12.000,00

Contatti

V.le P.A. Pirelli 6,20126 Milano
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Tel.: +39 02 694 382 64
Fax.: +39 02 694 382 35

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