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Quality Microsoft Dynamics CRM End User Training by Dynamics Edge includes our Course 816705, which also helps you prepare for Exam MB2-717. Dynamics 365 (CRM) end user training is very important for your Microsoft Dynamics Customer Relationship Management (CRM) enterprise because you have your sales staff bringing the day to day victories to your organization. Acquire the Microsoft Dynamics training you desire when you choose Dynamics Edge. More than just a basic CRM email run-through course, Dynamics Edge's Dynamics CRM End User Course 816705 can help you from the front end of the sales cycle to the whole CRM sales pipeline flow. Dynamics CRM 365 end user training is so important because many strong enterprises often overlook the huge importance of having many skilled Microsoft Dynamics CRM users working together to bring power to the organization. It's your end users that close those leads, open those opportunities, secure those deals and win those victories.

Microsoft Dynamics CRM End User Training Dynamics Edge

Microsoft Dynamics CRM End User Training Dynamics Edge

Dynamics CRM End User Training Course- Dynamics 365 Sales & Sales Apps Workshop (CRM) MB2-717
Course 816705
Dynamics 365 Sales & Sales Apps Workshop (CRM) MB2-717
Course Description
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).

Learn how to customize, deploy, use and manage the Microsoft Dynamics 365 CRM applications and services. In this Dynamics CRM End User Workshop, we'll work with Dynamics 365 CRM in order to establish a Lead Qualification, Account Creation, Contact Management, Sales Process, and more. Learn converting from Opportunity to Product, Quote, Order and Invoice. In this CRM End User Training class we will discuss the Dynamics 365 CRM Sales Automation tools including:

Also, in addition to all of this, in this Dynamics CRM Training we will look at LinkedIn Sales Navigator and InsideView for generation of leads.

We offer Dynamics 365 CRM Sales and Sales App Live Virtual training (VILT), instructor-led training (ILT), or custom Dynamics 365 end-user training - call us for a custom class if you are interested.

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.

The best, effective and successful Dynamics CRM end user class on Microsoft Dynamics CRM is one key component to success in the enterprise.
After finishing 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
Microsoft Dynamics 365 End User Training for Your ERP and CRM Systems
Keep track of customers
Manage the sales process
Create a marketing campaign
Exam MB2-717 Training
Create and manage goals
Import and export data
Use Mobile Devices for Sales
Well-planned Microsoft Dynamics CRM 365 for Sales end user training
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 Dynamics 365 for Marketing
Lessons

Use Activities to track your efforts and customer
Planned Marketing Campaigns with budgets and activities
Create a marketing list
Add assets to a campaign
Create or edit a campaign
Add an activity to a campaign
Track a marketing campaign response
Use Sales Hub on mobile
Marketing Campaigns without budgets and tracking
Using Quick Campaigns for direct marketing
Creating a quick campaign
Module 10: Monitoring Sales progress with Sales Analysis
Creating and Using Charts
Creating Dashboards
Standard Templates by sales role
Module 11: Working with Sales Metrics and Goals
Establishing Sales Goals
Sales Metrics
Tracking Sales Progress
Module 12: Reporting and Power BI
Reports and printing
Run a report
Add or edit Power BI visualizations on your dashboard
Module 13: Artificial Intelligence (AI) for Salesforce Automation
Relationship Assistant
Sales App,
Email Engagement
Relationship Insights
Module 14: 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
Dynamics 365 for Marketing
Monitoring progress with Sales Analysis
Working with Sales Metrics and Goals
Reporting and Power BI
Artificial Intelligence (AI) for Salesforce Automation
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

For additional information about Microsoft Dynamics CRM End User Training Call us or use this link

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