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Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; it assists with tracking data against sales goals, automating best practices, learning from data, and more.
Our team of globally recognized experts take students step by step, from lead, to opportunity, to closed deal. Using the application’s available automation and customization options, students will learn how to enable sales staff to be their most productive selves.
A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.
Familiarity of business applications and the desire to customize and implement them for business.
In this module students will learn the basics of sales in Dynamics 365. They will install and configure the application, as well as learn about security roles, key terms, and the data model.
After completing this module, students will be able to:
In this module students will learn how to manage customer data records, use built-in sales tools, and take a lead to an opportunity.
After completing this module, students will be able to:
In this module students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.
After completing this module, students will be able to:
In this module students will learn how to create and use goals, integrate with PowerBI, and enable Sales AI.
After completing this module, students will be able to:
We look forward to your great success!
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