Skip links

Microsoft Dynamics 365 Sales

Course: Microsoft Dynamics 365 Sales

Duration : 2 Days

Audience : Dynamics 365 Sales Functional Consultants.

Prerequisites : Basic Computer Knowledge and basics of Sales Fundamentals.

  • Course introduction
  • Configure organization and management settings
  • Manage leads with Dynamics 365 Sales
  • Manage opportunities with Dynamics 365 Sales
  • Track customer interactions with activities
  • Manage and organize your product catalog with Dynamics 365 Sales
  • Process sales orders with Dynamics 365 Sales
  • Define and track goals in Dynamics 365 Sales
  • Manage forecasting in Dynamics 365 Sales
  • Analyze data in Dynamics 365 Sales
  • Analyze data with Power BI
  • Get started with the Sales accelerator
  • Get started with Dynamics 365 Sales Insights
  • Create a survey project
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys
  • Get started with the Dynamics 365 Sales mobile app
  • Use Microsoft 365 services with Dynamics 365 Sales
  • Microsoft Copilot for Sales

Have Questions?