Sales

Session Detail:    Classroom 1 Day

This course has been updated to the October 2019 release of Dynamics 365 and the Power Platform.
This course provides students with detailed hands-on experience of the Sales Hub and associated features. Attendees of this course will gain an in-depth understanding of Lead and Opportunity management, working with the Sales Order Process, the Product Catalog, Quotes, Orders, and Invoices. Sales Insights, Sales Data Analysis, AI features, Sales Reports, Goals, Playbooks Charts, and Dashboards are also presented. For further information about this course and complimenting Dynamics 365 and Power Platform courses please contact us at www.dynamics365courses.com.

Prerequisites

  • Working knowledge of Microsoft Dynamics 365 or Microsoft Dynamics CRM

OR

  • Successful completion of the Introduction to Microsoft Dynamics 365 course

Who Can Benefit

This course is intended for Sales Representatives (SR), Sales Managers and End-users who have an interest in the Sales components of Dynamics 365. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course Introduction to Microsoft Dynamics 365.

Session Outline

Class Outline

Module 1: Introduction

  • Lesson 1: Sales Order Process Scenarios
  • Lesson 2: An Introduction to Sales in Dynamics 365
  • Lesson 3: The Dynamics 365 Platform
  • Lesson 4: Dynamics 365 Sales Fundamentals
  • Lesson 5: Security Considerations
  • Lesson 6: Where to Get Help
  • Lesson 7: Further Reading and Resources

After completing this module, students will be able to:

  • Understand the Sales Order Process in regards to the Dynamics 365 Sales App
  • Be familiar with the Sales features of the Dynamics 365 App
  • Understand the impact of Security configuration on the Dynamics 365 Sales App
  • Know where to get help when navigating and using the Dynamics 365 Sales App
  • Be familiar with the further reading and resources available to users

Module 2: Lead Management

  • Lesson 1: The Lead Management Process
  • Lesson 2: Working with Lead Records
  • Lesson 3: Working with the Lead Form
  • Lesson 4: Lead Assignment
  • Lesson 5: Leads and Activities
  • Lesson 6: Qualifying a Lead
  • Lesson 7: Disqualifying a Lead

After completing this module, students will be able to:

  • Understand the Lead Management Process in regards to the Dynamics 365 Sales App
  • Know how to create and manage Lead Records
  • Be able to work with Leads and Activities
  • Understand the Lead Qualification Process

Module 3: Opportunities Management

  • Lesson 1: Introduction to Opportunities
  • Lesson 2: The Opportunity Views
  • Lesson 3: The Opportunity Form
  • Lesson 4: Opportunity Sales Process
  • Lesson 5: Closing an Opportunity
  • Lesson 6: Resolution Activities

After completing this module, students will be able to:

  • Understand the Opportunity Management Process in regards to the Dynamics 365 Sales App
  • Interact with the Opportunity Views and Forms to manage Opportunity Records
  • Work with Opportunity Records in a Sales Process Flow
  • Close Opportunities as Won and Lost
  • Understand the significance of Resolution Activities

Module 4: Products

  • Lesson 1: Introduction to the Product Catalog
  • Lesson 2: Adding Products
  • Lesson 3: Configuring Unit Groups
  • Lesson 4: Price Lists and Price List Items
  • Lesson 5: Product Properties, Bundles, and Families

After completing this module, students will be able to:

  • Be familiar with Product Catalog feature in Dynamics 365
  • Add and manage Products, configure Unit Groups and relate Price Lists
  • Work with Price Lists and Price List Items
  • Understand Product Properties and create Product Bundles and Families

Module 5: Quotes, Orders, and Invoices

  • Lesson 1: Introduction to Order Processing
  • Lesson 2: Adding Products to an Opportunity
  • Lesson 3: Working with Quotes
  • Lesson 4: Working with Orders
  • Lesson 5: Working with Invoices

After completing this module, students will be able to:

  • Be familiar with Order Process Flow in Dynamics 365
  • Add Products and write-in Products to an Opportunity and Quote Record
  • Work with Quotes, Orders and Invoice Records

Module 6: Sales Analysis

  • Lesson 1: Introduction to Sales Analysis in Dynamics 365
  • Lesson 2: The Sales Reports
  • Lesson 3: The Reporting Wizard
  • Lesson 4: Working with Sales Charts
  • Lesson 5: Working with Sales Dashboards
  • Lesson 6: Working with Sales Goals and Metrics

After completing this module, students will be able to:

  • Understand the different ways to analyze Sales data in Dynamics 365
  • Work with the out of the box Sales Reports in Dynamics 365
  • Create a custom Sales report using the Reporting Wizard
  • Work with the Sales Charts and Dashboards
  • Create Sales Goals and KPI Visualizations in Dynamics 365

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DateTimeTypePriceAdd To Cart

Sales

1 Day
Classroom

$295.00

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