Prerequisites
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.
Audience
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:
- Sales Representatives (SR)
- Sales Managers
- End-Users
Microsoft Dynamics 365 for Sales 55258A Course Overview
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:
- Disqualifying a lead
- Security considerations
- Opportunity form
- Configuring unit groups
- Sales reports
- Resolution activities
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.