Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers.
Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from 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.
Objetivos
- Cover the key elements of the Sales app
- Analyze the results of goal management to make better business decisions
- Cover the additional tools and applications that allow your sales team to create cohesive customer experiences, even on the go
Destinatários
A Dynamics 365 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.
Condições
Ao concluir com aproveitamento esta formação, cumprindo a percentagem mínima de 70% de assiduidade e após avaliação ao curso, o formando poderá receber o seu Certificado Microsoft de conclusão e o badge digital para partilhar com a sua rede profissional online.
Pré-Requisitos
Familiarity of business applications and the desire to customize and implement them for your business.
Programa
- Work with Dynamics 365 Sales
- Implement goal management in Dynamics 365 Sales and Customer Service
- Enhance Dynamics 365 Sales with tools and apps
Work with Dynamics 365 Sales
- Set up and configure Dynamics 365 Sales
- Manage leads with Dynamics 365 Sales
- Manage opportunities with Dynamics 365 Sales
- Manage and organize your product catalog with Dynamics 365 Sales
- Process sales orders with Dynamics 365 Sales
- Manage relationships with relationship selling in Dynamics 365 Sales
- Analyze Dynamics 365 sales data
Implement goal management in Dynamics 365 Sales and Customer Service
- Define and track individual goals in Dynamics 365 Sales and Customer Service
- Use goal metrics in Dynamics 365 Sales and Customer Service
Enhance Dynamics 365 Sales with tools and apps
- Use Microsoft 365 services with model-driven apps in Dynamics 365 customer engagement apps
- Leverage Embedded Intelligence in Dynamics 365 Sales
- Get started with the Dynamics 365 Sales mobile app
