After completion of the course, you will be able to:

  • Drive an end-to-end Sales Process from the identification of Leads to the fulfilment of Orders.
  • To build a Product Catalog using Product Families to arrange Products and Bundles into structured groups, and to define Product Properties and Relationships to aid the Sales Process.
  • To create Price Lists, allowing flexible pricing structures across single or multiple currencies.
  • To revise Quotes to maximise an Opportunity.
  • As Opportunities are created, Quotes prepared, Invoices and Orders raised, Delegates will learn how to add and remove Products, Lock and Unlock prices

Analytics will be supported by a specific module covering Views, Reports, and Charts. Goal Management will be addressed in a module covering Metrics, individual, team and organisation Goals.

Target Audience

  • Sales and Marketing professionals
  • Sales Managers
  • Project Managers
  • Solution Architects
  • Functional Consultants
  • In general: anyone wants to make career in Microsoft Dynamics 365!

Trainer Profile

Trainer has 8 years of experience in Microsoft Dynamics 365 consulting and development.

He works with a major IT company and delivers training on demand.

He is well versed on Microsoft technologies including Dynamics 365 for Sales, Dynamics 365 for Customer Service, Power BI, Unified Service Desk, Voice of the Customer, Customer Portal , Azure, Asp.Net, .Net, JavaScript frameworks and other related technologies.

Course Content

Module 1: Introduction to Sales Management

  • Examine common customer scenarios
  • Review core records and their purpose
  • Understand how to work with sales literature
  • Examine the steps to create and maintain competitors
  • Understand the use of Sales Territories
  • Learn about currency configuration settings

Module 2: Lead Management

  • Learn the roles of Lead and Opportunity records
  • Examine the Lead to Opportunity process flow
  • Understand lead record management
  • Learn how to convert activities to leads
  • Create leads from social media applications

Module 3: Working with Opportunity Records

  • Gain a conceptual understanding of opportunity records
  • Create, work with, and close opportunities
  • Connect competitors to an opportunity record
  • Learn how to view resolution activities
  • Manage opportunities from system views
  • Add a contact to an opportunity using Quick Create

Module 4: Product Catalog

  • Identify the features and benefits of the Product Catalog
  • Create and Maintain Unit Groups for the Product Catalog
  • Create and maintain products in the product catalog
  • Create different types of Price Lists and configure as appropriate for various situations
  • Learn how to manage Currency within the Microsoft Dynamics 365
  • Create Product Families and edit Properties
  • Create and Maintain Product Bundles
  • View Products in easy-to-read Hierarchical Charts

Module 5: Sales Order Processing

  • Add line items and select alternate price lists to opportunities
  • Learn how to create and add write-in products
  • See how different currencies impact price calculations and lists
  • Understand the process of the quotes life cycle
  • Utilize and work with orders and invoices
  • Understand the process of converting a quote to an order, then an order to an invoice

Module 6: Metrics and Goals

  • Understand the basic components of goal management
  • Learn how to configure goal metrics
  • Define fiscal periods
  • Configure fiscal year settings
  • Create and assign goals
  • Define parent and child goal records
  • Create and recalculate parent and child goal records
  • Understand how rollup queries work

Module 7: Sales Analysis

  • Review potential opportunities, forecast revenue, and analyze sales productivity using built-in reports
  • Utilize the Export to Excel feature
  • Understand the convenience that charts and dashboards provide
  • Work with system charts and discover basic chart types
  • Create new dashboards for different work scenarios
  • Learn how to share dashboards, charts, and advanced find queries
  • Work with and configure interactive PowerBI dashboards

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