sales@dynamicsedge.com
202-410-6400

MB-210T01 Dynamics 365 for customer engagement for sales

Note: This Course is in Development and the Outline will be Revised

This one day workshop provides Sales People, Managers and Business Analysts the skills to manage a salesforce and increase sales using the Sales module and Sales App in Microsoft Dynamics 365 (CRM 2016).

In this workshop, we'll work with Dynamics 365 to establish a Sales Process, Lead Qualification, Account Creation, Contact Management, Opportunity, to Product, Quote, Order and Invoice. In the class will discuss the Dynamics 365 Sales Force Automation tools: Relationship Assistant, Relationship Insights, and Email Engagement, Sales App and Sales Hub. In addition, we will look at LinkedIn Sales Navigator and InsideView for lead Generation.

Corresponding exam: MB2-717: Microsoft Dynamics 365 for Sales

Who should Attend:

The Primary audience for this workshop is Sales People, Managers and Business Analysts and anyone involved in Lead Generation.

After completing this workshop, students will be able to understand and/or be able to:

Course Outline

Module 1: Dynamics 365 CRM for Sales Management

Lessons

Module 2: Planning how your organization will use Dynamics 365

Lessons

Module 3: Selling with Dynamics 365 Sales Apps and Sales Hub

Lessons

Module 4: Setting up Sales Management for your organization

Lessons

Module 5: Additional Sales Components

Lessons

Module 6: Managing Sales Opportunities

Lessons

Module 7: Working with the Product Catalog

Lessons

Module 8: Sales Administration

Lessons

Module 9 Dynamics 365 for Marketing

Lessons

Module 10: Monitoring Sales progress with Sales Analysis

Module 11: Working with Sales Metrics and Goals

Module 12: Reporting and Power BI

Module 13: Artificial Intelligence (AI) for Salesforce Automation

Module 14: Workshop Review

Prerequisites

This course requires that you meet the following prerequisites:

202 S.E. Church Street, Suite 203 Leesburg, VA 20175
https://www.dynamicsedge.com/
sales@dynamicsedge.com
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202 Church Street S.E. , Suite 203 Leesburg, VA 20175
202-410-6400
800-453-596 (Toll Free)
sales@dynamicsedge.com