Drive Team Excellence with Microsoft Dynamics 365 Sales Corporate Training

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Drive Team Excellence with Microsoft Dynamics 365 Sales Corporate Training

This corporate training program focuses on empowering sales teams with the tools and knowledge to effectively utilize…

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This corporate training program focuses on empowering sales teams with the tools and knowledge to effectively utilize Microsoft Dynamics 365 Sales to drive customer engagement, optimize sales processes, and increase revenue. Participants will learn how to manage leads, opportunities, and customer relationships efficiently, leveraging the full capabilities of Dynamics 365 Sales for improved decision-making and productivity.

What Will You Learn?

✅ Understand the core features and functionalities of Microsoft Dynamics 365 Sales
✅ Effectively manage the sales pipeline, from lead generation to closing deals
✅ Utilize AI-driven insights and analytics to drive sales strategies
✅ Automate sales workflows and integrate with other Microsoft tools like Teams and Outlook
✅ Segment and target customers using customer data and insights
✅ Create and manage quotes, orders, and invoices in Dynamics 365
✅ Use Sales Insights and Forecasting tools for better sales predictions
✅ Implement best practices for collaborating with team members and managing customer relationships
✅ Leverage Mobile Sales capabilities to access data and collaborate on-the-go

Course Curriculum

Set up and Configure Dynamics 365 Sales
1.Introduction Overview of Dynamics 365 Sales Importance of configuration Key features and benefits 2.Set up and configure the application Installation and setup process Initial configuration steps Setting up user accounts and preferences 3.Use customization options Customizing forms and fields Creating custom entities Customizing views and dashboards 4.Set up security roles Defining security roles and permissions Assigning security roles to users Managing user access and data security

Manage Leads with Dynamics 365 Sales
1.Dynamics 365 leads overview Introduction to lead management Benefits of using Dynamics 365 for leads Lead management lifecycle 2.Create Dynamics 365 leads Manual lead creation Importing leads from external sources Lead qualification criteria 3.Lead management lifecycle Tracking lead status and progress Nurturing leads through the sales process Converting leads to opportunities 4.Lead qualification Lead scoring and prioritization *Automating lead qualification

Manage Opportunities with Dynamics 365 Sales
1.Dynamics 365 opportunity overview Introduction to opportunity management Benefits of managing opportunities in Dynamics 365 Opportunity lifecycle 2.Create Dynamics 365 opportunities Manual opportunity creation Converting leads to opportunities Opportunity management best practices 3.Account and team selling Collaborative selling techniques Managing accounts and contacts Assigning opportunities to team members 4.Opportunity management lifecycle Tracking opportunity stages Updating opportunity records Closing opportunities successfully

Work with Dynamics 365 Sales Insights
1.Sales insights configuration overview Introduction to sales insights Configuring sales insights features Benefits of using sales insights 2.Create insight cards with assistant studio Overview of assistant studio Creating and customizing insight cards Using insight cards to improve sales performance 3.Work with assistant studio Navigating the assistant studio interface Configuring productivity intelligence Creating and managing workflows 4.Configure productivity intelligence Setting up productivity metrics Analyzing sales performance data Optimizing sales processes 5.Configure relationship insights Introduction to relationship insights Setting up relationship analytics Using insights to enhance customer relationships 6.Configure predictive models Overview of predictive modeling Creating and deploying predictive models Using predictive models to forecast sales

Manage and Organize Product catalog with Dynamics 365 Sales
1.Dynamics 365 product catalog overview Introduction to product catalog management Benefits of a well-organized product catalog Product catalog features in Dynamics 365 2.Currencies and currency management Setting up currencies Managing currency conversions Using multiple currencies in sales transactions 3.Define products Creating product records Organizing products into categories Managing product details and descriptions 4.Product families Introduction to product families Creating and managing product families Using product families to streamline sales 5.Price lists Creating and managing price-lists Assigning price lists to products Using price lists in sales transactions 6.Product catalog settings Configuring product catalog settings Customizing product attributes Managing product lifecycle stages

Process Sales Orders with Dynamics 365 Sales
1.Sales order processing overview Introduction to sales order processing Benefits of using Dynamics 365 for order processing Sales order lifecycle 2.Quotes and quote management Creating and managing quotes Converting quotes to orders 3.Orders and invoices Creating and processing sales orders Generating invoices from orders Managing order fulfillment and billing

Manage Relationships with Relationship Selling in Dynamics 365 Sales
1.Overview Introduction to relationship selling Benefits of relationship selling Key features of Dynamics 365 relationship selling 2.Sales accelerator Overview of the sales accelerator Using the sales accelerator to manage sales activities Configuring sales accelerator settings 3.Manage relationship health with sales insights Tracking relationship health metrics Using sales insights to improve relationships 4.Sales navigator Introduction to sales navigator Integrating sales navigator with Dynamics 365 *Using a sales navigator to enhance sales efforts

Analyze Dynamics 365 Sales Data
1.Analytical options overview Introduction to sales data analysis Benefits of analyzing sales data Analytical tools in Dynamics 365 2.Search tools Using search tools to find sales data Advanced search techniques Saving and managing search queries 3.Out-of-box tools Overview of out-of-box analytical tools Using built-in reports and dashboards Customizing out-of-box tools for specific needs 4.Power BI Introduction to Power BI Integrating Power BI with Dynamics 365 Creating and sharing Power BI reports 5.Use Power BI templates Overview of Power BI templates Customizing and deploying templates

Define and Track Individual Goals in Dynamics 365 Sales and Customer Service
1.Overview of goals Introduction to goal management Benefits of setting individual goals Goal tracking features in Dynamics 365 2.Defining individual goals Creating and setting up individual goals Assigning goals to team members Tracking progress towards goals 3.Parent and child goals Introduction to parent and child goals Creating and managing goal hierarchies *Tracking performance against parent and child goals

Use Goal Metrics in Dynamics 365 Sales and Customer Service
1.Overview Introduction to goal metrics Benefits of using goal metrics Key goal metrics features in Dynamics 365 2.Fiscal year settings Configuring fiscal year settings Managing fiscal periods and settings Aligning goals with fiscal years 3.Goal metrics Creating and managing goal metrics Using goal metrics to measure performance

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