Master Microsoft Dynamics 365 For Sales
Categories: Master Microsoft Dynamics 365 For Sales, Others
About Course
Course overview
Practical Hands-on Course: Learn Microsoft Dynamics 365 For Sales App & Become An Expert to implement for your clients.
What Will You Learn?
- Learn every topic in detail for Microsoft Dynamics 365 For Sales
- Learn the Microsoft Dynamics 365 Sales Process
- Learn the Lead Qualification, Opportunity Management, Quotes, Orders and Invoicing
Course Content
Welcome
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Welcome
04:50 -
IMPORTANT Microsoft Dynamics 365 New Interface
00:00
Create a Customer Organizational Structure
-
Module 1 Overview
00:39 -
Understand Important Terms
12:34 -
Manage Customer Records
11:24 -
Manage The Sales Process
05:30 -
Create And Qualify A Lead
09:13 -
Manage Opportunity And Create Quote
03:51 -
Create Order And Invoice
06:58 -
Manage Customer Communication
10:47 -
Create Sales Literature Repository
13:12 -
Identify And Manage Competitors
06:48 -
Module 1 Review
00:57
Manage Leads and Opportunities
-
Module 2 Overview
01:53 -
Lead Qualification Process Flow
02:17 -
Create And Qualify A Lead
07:53 -
Disqualify And Reactivate A Lead
06:37 -
Opportunities Inside Sales Process Flow
03:43 -
Create An Opportunity
09:36 -
Manage An Opportunity
19:58 -
Create Records Within An Opportunity
04:13 -
Close And Reopen An Opportunity
02:44 -
Close An Opportunity As Lost
02:31 -
Reopen The Closed Opportunity
01:41 -
Close The Opportunity As WON
02:33 -
Connect Opportunities With Other Records
06:26 -
Resolution Activities
04:37 -
Multiple Opportunity Views
07:23 -
Module 2 Review
01:29
Manage Relationship and Sales Analysis
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Module 3 Overview
02:11 -
Overview of Relationship Insights
03:13 -
Configure Relationship Insights
14:41 -
Relationship Assistant
07:12 -
Track Interactions with a Specific Email
06:59 -
Statistical Analysis of Email Activity
05:16 -
Email Engagement Auto-Capture
05:47 -
Editable Grids
06:19 -
Analysis Using Built-In Reports
08:04 -
Export To Excel
09:49 -
Export To Excel Templates
08:24 -
Module 3 Review
02:03
Manage the Sale Process
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Module 4 Overview
01:56 -
Sales Business Process Flow
10:18 -
Sales Territories
05:42 -
Configure Currency And Exchange Rates
10:08 -
Product Catalog Overview
05:35 -
Product Catalog – Unit Groups
07:35 -
Product Catalog – Products
10:29 -
Product Catalog – Clone Products
02:53 -
Product Catalog – Price Lists
11:01 -
Product Catalog – Pricing Methods
18:15 -
Product Catalog – Discount Lists
08:26 -
Product Catalog – Managing Multi Currencies
02:27 -
Product Catalog – Product Families
12:01 -
Product Catalog – Product Bundles
13:49 -
Opportunity – Line Items
04:15 -
Currencies And Exchange Rates
02:20 -
Quote Lifecycle And Management
16:55 -
Working With Orders
09:00 -
Working With Invoices
07:00 -
Module 4 Review
02:07
Improve Sales Performance
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Module 5 Overview
01:05 -
Goals Inside Dynamics 365
06:05 -
Goal Metrics
07:19 -
Working With Goals
09:02 -
Goals Hierarchy
06:50 -
Rollup Queries
10:52 -
Export To Word Templates
11:46 -
Integrate Charts And Dashboards
28:37 -
Module 5 Review
00:59
Manage Customer Information
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Module 6 Overview
01:48 -
Sales Functional Areas
04:32 -
Model Relationships And Records
02:10 -
Client Access Methods
02:37 -
Utilize The Help Center
03:59 -
Perform Data Management
01:21 -
Perform Lifecycle Management
04:43 -
Module 6 Review
01:47
Course Review
-
Course Review
02:35
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