Microsoft Dynamics 365 Sales

Prerequisites:

• Basic understanding of CRM concepts
• Familiarity with sales processes

Audience

• Sales professionals
• CRM administrators
• Business analysts

Overview:

Microsoft Dynamics 365 Sales (D365 Sales) is a CRM module designed to help sales teams manage customer relationships, streamline the sales process, and gain insights through data-driven decision-making.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively use the platform to enhance their sales operations.

By the end of this training, participants will be able to:

• Understand the core features and functionalities of Dynamics 365 Sales.
• Set up and configure the D365 Sales environment.
• Manage customer relationships and sales processes using D365 Sales.
• Utilize data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Course Outline:

Introduction to Dynamics 365 Sales

• Overview of Dynamics 365 ecosystem
• Introduction to Dynamics 365 Sales module

Setting Up Dynamics 365 Sales

• Configuring the sales environment
• Setting up users, roles, and permissions
• Customizing the sales dashboard

Managing Customer Relationships

• Creating and managing accounts and contacts
• Tracking customer interactions
• Utilizing the Relationship Assistant

Sales Process Management

• Creating and managing leads
• Converting leads to opportunities
• Managing opportunities and quotes
• Processing orders and invoices

Data and Analytics

• Using dashboards and reports
• Analyzing sales performance
• Forecasting sales

Integration and Customization

• Integrating with Microsoft Outlook and Teams
• Customizing entities and fields
• Extending functionality with Power Platform

Best Practices and Case Studies

• Implementing best practices for sales management
• Reviewing real-world case studies

Summary and Next Steps