Microsoft Dynamics 365 for Sales and Marketing

•  None. This course is designed for beginners.

Introduction to Microsoft Dynamics 365 (30 min)

• Brief on Dynamics 365 and its purpose
• Basic understanding of the interface
• Discussion on how Dynamics 365 can aid sales and marketing

Navigating the CRM for Sales (1 hour)

• Understanding the sales module
• Creating and managing leads
• Turning leads into opportunities
• Developing and managing the sales pipeline

CRM for Marketing (1 hour)

• Overview of marketing features in Dynamics 365
• Developing and managing marketing lists
• Creating and sending marketing campaigns

Forecasting and Analytics (1 hour)

• Developing sales forecasts
• Analyzing sales data
• Tracking progress against sales targets

Q&A and wrap-up (30 min)