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.
Module 1: Sales Overview
• Sales overview
• Configuring Sales
• Module summary
Module 2: Working with Opportunities
• Manage customers
• Working with opportunities
• Embedded intelligence
• Playbooks
• Integrated sales tools
• Module summary
Module 3: Quotes to Orders
• Order processing overview
• Manage product catalog
• Create and manage quotes
• Create and manage orders and invoices
• Module summary
Module 4: Sales Analytics and Insights
• Overview
• Power BI
• AI for Sales
• Modules summary
Ad hoc
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