Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more. Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.
After completing this course, students will be able to:
Install and configure the application
Identify common sales scenarios
Complete a sales cycle
Configure product catalog
Manage customer records
Utilize analytics tools with customer data
Audience
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.
Prerequisites
Familiarity of business applications and the desire to customize and implement them for your business.
Topics
Module 1: Sales Overview
Module 2: Describe core Azure services
Module 3: Describe core solutions and management tools on Azure
Module 4: Describe general security and network security features
Module 5: Describe identity, governance, privacy, and compliance features
Module 6: Describe Azure cost management and service level agreements
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