Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales
(AB-210)
Duration : 2 Days
Audience : Dynamics 365 Sales Functional Consultants.
Prerequisites : Basic Computer Knowledge and basics of Sales Fundamentals.
- Dynamics 365 Sales Introduction
- Introduction to Dynamics 365 Sales
- Key Capabilities and Benefits
- Lead Management
- Understanding Leads
- Lead Creation and Qualification
- Lead Assignment and Ownership
- Lead Activities and Follow-ups
- Lead Qualification and Conversion
- Opportunity Management
- Understanding Opportunities
- Creating and Managing Opportunities
- Opportunity Stages and Sales Process
- Opportunity Activities and Follow-ups
- Opportunity Qualification and Closure
- Product Catalog Management
- Introduction to Product Catalogs
- Products and Product Families
- Price Lists and Price List Items
- Unit Groups and Units
- Managing Product Bundles
- Adding Products to Opportunities, Quotes, and Orders
- Quote, Order, and Invoice Management
- Creating and Managing Quotes
- Quote Products and Pricing
- Quote Revision and Activation
- Converting Quotes to Orders
- Order Management
- Invoice Management
- Sales Transaction Lifecycle
- Complete Sales Lifecycle
- End-to-End Sales Process
- Customer Interactions and Activities
- Tracking Customer Interactions
- Activities and Activity Management
- Tasks, Phone Calls, and Appointments
- Email and Meeting Tracking
- Timeline and Interaction History
- Connecting Activities to Leads, Opportunities, and Accounts
- Goals and Sales Performance
- Understanding Sales Goals
- Defining and Configuring Goals
- Goal Hierarchies
- Tracking Individual and Team Performance
- Monitoring Goal Progress
- Sales Performance Metrics
- Sales Forecasting
- Introduction to Sales Forecasting
- Configuring Forecasts
- Forecast Categories and Hierarchies
- Reviewing and Adjusting Forecasts
- Forecasting by Salesperson and Team
- Monitoring Forecast Accuracy and Performance
- Sales Accelerator
- Introduction to Sales Accelerator
- Sales Sequences
- Work Lists and Prioritized Activities
- Next-Best Actions
- Automating Sales Engagement
- Monitoring Sales Accelerator Performance
- Dashboards, Reporting, and Analytics
- Sales Dashboards
- Interactive Dashboards
- Charts, Views, and Filters
- Sales Reports
- Analyzing Sales Performance
- Key Sales Metrics and KPIs
- Sales Analytics and Insights
- Dynamics 365 Sales Mobile App
- Overview of the Sales Mobile App
- Installation & Configuration
- Use of Mobile App
- Dynamics 365 Sales and Outlook
- Introduction to Dynamics 365 Sales for Outlook
- Tracking Emails and Appointments
- Connecting Outlook Activities to Dynamics 365
- Creating and Managing Records from Outlook
- Working with Customer Information in Outlook
- Copilot Features in Dynamics 365 Sales
- Introduction to Copilot in Dynamics 365 Sales
- Copilot for Sales Productivity
- Record and Opportunity Summarization
- Email Assistance and Suggested Content
- Meeting and Conversation Insights
- AI-Assisted Sales Recommendations
- Using Copilot to Improve Sales Productivity
- Sales Agents
- Introduction to Sales Agents
- Configuration and Customization with Power Apps
- Power Apps and Dynamics 365 Sales
- Forms Customization
- Table Customization
- Dashboard Customization