Hands On Learning: Dynamics 365 Sales

Step by Step practical guide through the Dynamics 365 sales lifecycle

What you'll learn

The learner will get a clear overview of the eight products in the Dynamic 365 suite of SAAS products

The learner will get a clear understanding of the Sales Life Cycle, upon which D365 sales is pivoted

Learn how to navigate the D365 interface and master skills to qualify leads, work opportunities and take the customer from Develop to Close out

The learner will master time line activities, quotes, orders, invoices, templates, AI sequencing and stage requirements from Prospecting to Propose

Requirements

Learners must have a basic understanding of IT concepts like email, word processing, databases, excel sheets and data input

Description

This course will introduce you to:The Sales Life Cycle in Dynamics 365Creating new accounts and contactsEntering customer dataFinding, sorting, and filtering customer recordsQualifying leads and AI sequencingWorking through criteria for DevelopPropose and close stagesSending quotesGenerating orders and invoicesDrilling down into a sales report and Exporting Dynamics 365 data to Excel.This course is designed to encourage practice within a sample environment, so that you will master the concepts without affecting real business data.  Each learner is encouraged to use the appendix deck to learn how to register for a trial run for 30 days.  It will take you only 5 days to master all concepts covered.Learn how to leverage Dynamics 365 Sales. Find out why entire sales teams—managers and associates—are using this intelligent business app to transform their pipelines. In this course, the Certified Training and Change Manager, Kojo Amoo-Gottfried explores how to create sales workflows in Dynamics 365. He covers tracking customers and leads, monitoring the sales flow, marketing to leads, and dashboard reporting. Discover how to stay on top of changes to existing customers, follow up on opportunities, stay in touch with contacts using personalized email templates, and track all this data in customizable Dynamics 365 dashboards.

Overview

Section 1: Sales Life Cycle Dynamics 365 Sales

Lecture 1 The Sales Life Cycle - Dynamics 365

Section 2: Agenda and Overview - Dynamics 365 Sales

Lecture 2 Agenda for Dynamics 365 Sales and Overview of Dynamics 365

Section 3: Dynamics 365 Sales Interface

Lecture 3 Dynamics 365 Sales Interface

Section 4: Dynamics 365 - Advanced Find and Filters

Lecture 4 Dynamics 365 - Advanced Find and Filters

Section 5: Dynamics 365 - Managing Columns

Lecture 5 Dynamics 365 - Managing Columns

Section 6: Dynamics 365 - Sorting

Lecture 6 Dynamics 365 - Sorting

Section 7: Dynamics 365 - Understanding Views

Lecture 7 Dynamics 365 - Understanding Views

Section 8: Dynamics 365 - Creating Views

Lecture 8 Dynamics 365 - Creating Views

Section 9: Dynamics 365 - Qualifying Leads

Lecture 9 Dynamics 365 - Qualifying Leads

Section 10: Dynamics 365 - Managing the Timeline

Lecture 10 Dynamics 365 - Managing the Timeline

Section 11: Dynamics 365 - Opportunities

Lecture 11 Dynamics 365 - Opportunities

Section 12: Dynamics 365 - Develop

Lecture 12 Dynamics 365 - Develop

Section 13: Dynamics 365 - Quotes and Invoices

Lecture 13 Dynamics 365 - Quotes and Invoices

Section 14: Dynamics 365 - Propose

Lecture 14 Dynamics 365 - Propose

Section 15: Dynamics 365 - Close

Lecture 15 Dynamics 365 - Close

This course is intended for Sales Agents, Sales Managers, IT Support Staff and learners who are keen to understand the Dynamics 365 world of products