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Course Information

Microsoft Dynamics 365 for Sales 55258A​ Course Outline

Module 1: Introduction

  • Sales Order Process Scenarios
  • Introduction to Sales in Dynamics 365
  • Dynamics 365 Platform
  • Dynamics 365 Sales Fundamentals
  • Security Considerations
  • Where to Get Help
  • Further Reading and Resources

Lab: Sales in Dynamics 365 Orientation

  • Explore the Sales Features in Dynamics 365

Module 2: Lead Management

  • Lead Management Process
  • Working with Lead Records
  • Working with the Lead Form
  • Lead Assignment
  • Leads and Activities
  • Qualifying a Lead
  • Disqualifying a Lead

Lab: Working with Leads

  • Create a Lead Record
  • Update a Lead Record
  • Qualify a Lead to an Opportunity Record
  • Disqualify a Lead Record
  • Convert an Email Activity to a Lead Record

Module 3: Opportunities Management

  • Introduction to Opportunities
  • Opportunity Views
  • Opportunity Form
  • Opportunity Sales Process
  • Closing an Opportunity
  • Resolution Activities

Lab: Working with Opportunities

  • Working on Opportunities
  • Closing an Opportunity as Lost
  • Closing an Opportunity as Won

Module 4: Products

  • Introduction to the Product Catalog
  • Adding Products
  • Configuring Unit Groups
  • Price Lists and Price List Items
  • Product Properties, Bundles, and Families

Lab: Configuring the Product Catalog

  • Configure Unit Groups
  • Add a Product
  • Create and Configure a Price List

Lab: Working with the Product Catalog

  • Clone a Product
  • Create a Product Bundle
  • Create a Product Family

Module 5: Quotes, Orders, and Invoices

  • Introduction to Order Processing
  • Adding Products to an Opportunity
  • Working with Quotes
  • Working with Orders
  • Working with Invoices

Lab: Working with Quotes, Orders, and Invoices

  • Add Products to an Opportunity
  • Add a Quote to an Opportunity
  • Convert a Quote to an Order and Invoice

Module 6: Sales Analysis

  • Introduction to Sales Analysis in Dynamics 365
  • Sales Reports
  • Reporting Wizard
  • Working with Sales Charts
  • Working with Sales Dashboards
  • Working with Sales Goals and Metrics

Lab: Explore the Sales Reports

  • Exploring the Sales Pipeline Report
  • Exploring the Quote Report

Lab: Sales Goals and Metrics

  • Create Goals for the Sales Team
  • Create a Personal View
  • View Sales Goals and Chart

Lab: Explore the Sales Charts and Dashboards

  • Explore the Lead and Opportunity Charts
  • Create a Custom Sales Chart
  • Explore the Sales Dashboards
  • Create a Custom Sales Dashboard

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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.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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Why choose us

Ways to take this course

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.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

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.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Frequently asked questions

FAQ's

Microsoft Dynamics 365 is a cloud-based business application platform that comprises CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) components and productivity apps, and Artificial Intelligence (AI) features.
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.
Easy to use and deploy, fully integrated with Microsoft products, reduced sales cycle, customisable, enhanced customer service experience, scalability, increased productivity, etc., are the benefits of Microsoft Dynamics 365.
Nurture sales from lead and cash, forecast sales, enforce best practices with playbooks, run and track marketing campaigns, etc., are the capabilities of Dynamics 365 Sales Enterprise.
Dynamics 365 helps to meet buyers where they are, build relationships, collaborate seamlessly, boost seller productivity, adapt to rapid changes, etc., to transform the sales organisation.
During the Microsoft Dynamics 365 for Sales 55258A Training course, you will learn various essential topics such as working with quotes, orders, invoices, etc. You will also learn to add products and quotes to an opportunity, create a personal view, configure unit groups, security considerations, and many more.
The Knowledge Academy is the Leading global training provider in the world for Microsoft Dynamics 365 for Sales 55258A.

Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Trusted & Approved

Microsoft Dynamics 365 Training

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"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

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