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Course 816705

Price: $695, Length: 1 day

Dynamics 365 Sales & Sales Apps Workshop (CRM) MB2-717

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:

  • Setup Dynamics 365 for Sales for your organization
  • Choose the feature and functions that will benefit your organization
  • Work with The Sales and Sales Hub apps
  • Keep track of customers
  • Manage the sales process
  • Create a marketing campaign
  • Create and manage goals
  • Import and export data
  • Use Mobile Devices for Sales
  • Get better sales performance, intelligence and results!

Course Outline

Module 1: Dynamics 365 CRM for Sales Management

Lessons

  • An overview of Dynamics 365 Microsoft’s Customer Relationship Management (CRM) software.
  • Upgrading from Salesforce or a prior version of Dynamics CRM
  • Dynamics CRM and the alignment of licenses to Dynamics 365
  • The Sales Apps that are available for Dynamics 365: Browser, Tablet, Phones, Sales App, Outlook Client
  • Navigation and using the feature of Dynamics 365for sales
  • Easy task to get started: Importing leads, contacts, tracking a phone call or email

Module 2: Planning how your organization will use Dynamics 365

Lessons

  • Adjust the features and function to match your organization’s specific needs.
  • Learn the choices available to you
  • Choose features to enable Dynamics 365 for your specific company’s needs.
  • Work with and re-design the sales process and related entities:
    • Leads
    • Accounts
    • Contacts
    • Opportunities
    • Products (Product Line Items)
    • Quotes
    • Orders
    • Invoices

  • Importing your contacts or leads to start

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

Lessons

  • Working with the Sales modules of D365 (CRM)
  • Example of how companies are using D365 (CRM)
  • The default sales (three step) process
  • Example of four and five step lead qualification processes
  • Dynamics 365 for Sales standard sales process
  • Taking sales from leads to orders
  • How to create and edit a lead
  • Lead Qualification and converting leads
  • Why retain closed leads
  • How to and why Reopen a lead
  • Creating an opportunity
  • Close an opportunity and next step
  • Create or edit a quote
  • Create or edit an order
  • Create or edit an invoice

Module 4: Setting up Sales Management for your organization

Lessons

  • Matching your sales style to the Dynamics 365 platform
  • Features and functions to support a sales organization
  • Features you can use to track sales
  • Focusing your organization on sales activities

Module 5: Additional Sales Components

Lessons

  • Sales Connections and Associations
  • Sales Literature
  • Tracking Competitors

Module 6: Managing Sales Opportunities

Lessons

  • Qualified Leads
  • Creating Customer Quotes
  • Closing Opportunities

Module 7: Working with the Product Catalog

Lessons

  • Products
  • Price List
  • Unit of Sales
  • Discount Price List
  • Linking to a Products in an accounting system

Module 8: Sales Administration

Lessons

  • Mapping Sales Processes to Business Flows
  • Tracking your sales efforts with activities

Module 9: Monitoring Sales progress with Sales Analysis

  • Creating and Using Charts
  • Creating Dashboards
  • Standard Templates by sales role

Module 10: Working with Sales Metrics and Goals

  • Establishing Sales Goals
  • Sales Metrics
  • Tracking Sales Progress

Module 11: Workshop Review

  • Sales Apps that are available for Dynamics 365
  • Planning how your organization will use Dynamics 365
  • Selling with Dynamics 365 Sales Apps and Sales Hub
  • Setting up Sales Management for your organization
  • Additional Sales Components
  • Managing Sales Opportunities
  • Working with the Product Catalog
  • Sales Administration
  • Monitoring progress with Sales Analysis
  • Working with Sales Metrics and Goals
  • Preparing for the Microsoft Dynamics 365 for Sales Exam MB2-717

Prerequisites

This course requires that you meet the following prerequisites:

  • Basic computer entry skills, such as MS Word

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816705Dynamics 365 Sales & Sales Apps Workshop (CRM) MB2-717