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Module 1: Introduction
Lab: Sales in Dynamics 365 Orientation
Module 2: Lead Management
Lab: Working with Leads
Module 3: Opportunities Management
Lab: Working with Opportunities
Module 4: Products
Lab: Configuring the Product Catalog
Lab: Working with the Product Catalog
Module 5: Quotes, Orders, and Invoices
Lab: Working with Quotes, Orders, and Invoices
Module 6: Sales Analysis
Lab: Explore the Sales Reports
Lab: Sales Goals and Metrics
Lab: Explore the Sales Charts and Dashboards
To attend this Microsoft Dynamics 365 for Sales 55258A Training course, delegates should have a working knowledge of Microsoft Dynamics CRM or Microsoft Dynamics 365 or successful completion of the Introduction to Microsoft Dynamics 365 course.
This Microsoft Dynamics 365 for Sales 55258A Training course is ideal for anyone who wants to gain knowledge of the features and components of Microsoft Dynamics 365. However, this will be more beneficial for:
Microsoft Dynamics 365 is a cloud-based business application service developed by Microsoft for maximum flexibility and extensibility. It helps users to improve their customer relationships, streamline business activities and work more effectively. It combines modules of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM), along with high-productivity applications and Artificial Intelligence (AI) tools. Microsoft Dynamics 365 provides features for sales to manage customer relationships, close deals, and enhance sales revenue. Microsoft Dynamics 365 for Sales helps organisations to create and manage lead records by implementing an efficient lead management strategy. Pursuing this training will help individuals to gain the knowledge and skills required to use Microsoft Dynamics 365 for Sales and enhance their career prospects.
This 1-day Microsoft Dynamics 365 for Sales 55258A Training course covers all the essential topics to make delegates make fully familiar with using Dynamics 365 for sales. During this training, they will learn about how to work with quotes, orders, and invoices. Delegates will also learn about security considerations, price lists and price list items, adding products, resolution activities, sales reports, working with sales goals and metrics, and many more. Our highly professional trainer with years of experience in teaching Microsoft courses will conduct this training course and help delegates get a comprehensive knowledge of using Dynamics 365 for sales.
This training will cover various essential topics, such as:
After attending the Microsoft Dynamics 365 for Sales 55258A Training, delegates will be able to work with quotes, orders, invoices using Dynamics 365. They will also be able to work with sales charts, dashboards, goals, and metrics to fully optimise their sales processes.
Why choose us
Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.
Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.
This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.
All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.
We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible
We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience
Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!
This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.
Our courses can be adapted to meet your individual project or business requirements regardless of scope.
Cut unnecessary costs and focus your entire budget on what really matters, the training.
This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.
Keep track of your employees’ progression and performance in your own workspace.
Course was run very smoothly, Richard our trainer was extremely knowledgeable and delivered the course in a succinct fashion with a twist of humour thrown in.
The course was great and the so was the trainer - brilliantly delivered and I would certainly recommend this course to my colleagues. Thanks to Richard for a great course and delivering it a tough environment virtually.
Richard was very knowledgeable and explained well
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Microsoft Dynamics 365 Training
Flexible delivery methods are available depending on your learning style.
Resources are included for a comprehensive learning experience.
"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"
Joshua Davies, Thames Water