Course Outline

Module 1: Configure Dynamics 365 Sales

  • Configure organization and management settings
  • Create and configure sales visualizations
Module 2: Manage customers, leads, and opportunities
  • Manage customers using accounts and contacts
  • Manage leads
  • Manage opportunities
Module 3: Process sales orders
  • Manage quotes, orders, and invoices
  • Manage and organize the product catalog
  • Manage forecasting
  • Configure playbooks

Module 4: Integrate components with Dynamics 365 Sales

  • Leverage Embedded Intelligence in Dynamics 365 Sales
  • Manage relationships with social selling
 

Requirements

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

  7 Hours
 

Number of participants


Starts

Ends


Dates are subject to availability and take place between 09:30 and 16:30.
Open Training Courses require 5+ participants.

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