Microsoft Dynamics 365 for Sales

After completing this course, students will be able to:

• Navigate and explore the Sales Hub in Dynamics 365
• Understand the features and tools that exist in Microsoft Dynamics 365 for SR’s and Sales Managers
• Be familiar with the stages of the Sales Order Process in Microsoft Dynamics 365
• Understand the fundamentals of Lead and Opportunity Management. Be able to track, manage, qualify Leads and convert to Opportunities and related customer records in Microsoft Dynamics 365
• Know how to disqualify and cancel Leads, and convert Activity records to Leads and Opportunities
• Understand how to collaborate on Opportunities with other SR’s and close Opportunity records as Won and Lost
• Be able to track Competitors and Stakeholders
• Add Products and Write-In Products to Opportunities
• Build and maintain a repository of Products, Product Bundles and Product Families in the Product Catalog
• Configure Unit Groups, Price Lists and Discount Lists
• Work with Product Properties and view a Product Hierarchy
• Create Quotes and add Products
• Work with the Sales Order Process to convert Quotes to Orders and Invoices
• Fulfill Orders and manage Invoice payments
• Explore the Sales Reports and create a custom Sales Report using the Reporting Wizard in Microsoft Dynamics 365
• Understand the significance of Sales Goal Management and Metrics in Microsoft Dynamics 365
• Explore the Sales Charts and Dashboards and create a custom Sales Dashboard in Microsoft Dynamics 365
• Configure Sales Insights and understand the Artificial Intelligence features of the Sales Hub
• Configure and implement Playbooks to help aid the Sales Process

Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365.
 

Module 1: Introduction This module provides the attendee with an introduction to the concept of Sales in Microsoft Dynamics 365. Lessons

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

Lab 1: Sales in Dynamics 365 Orientation

• Explore the Sales features in Dynamics 365

Module 2: Lead Management This module presents the Lead Management Process in Dynamics 365. We examine the process to create and assign Lead records, how to create Leads from Activities and how to qualify and disqualify Leads. We also look at the various stages of the Lead to Opportunity Sales Process in Dynamics 365. Lessons

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

Lab 1: 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 This module presents the concepts of Opportunities in Dynamics 365. We examine the Opportunity Views and Forms, and the Opportunity Sales Process when closing an Opportunity record. We also look at Resolution Activities and how they influence the Sales Order Process. Lessons

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

Lab 1: Working with Opportunities

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

Module 4: Products In this module we will start to look at the Product Catalog in Dynamics 365. We look at how to create Products and configure Unit Groups and Price Lists. Finally, we look at Product Properties, Product Bundles and Product Families. Lessons

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

Lab 1: Configuring the Product Catalog

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

Lab 2: Working with the Product Catalog

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

Module 5: Quotes, Orders and Invoices This module presents Quotes, Orders and Invoices in Microsoft Dynamics 365. We look at how to add Products from the Product Catalog to Opportunities and Quotes, and when to use ‘write-in’ Products. This module also steps through the process to convert Quotes to Orders, Order fulfillment and the procedure of Invoice management. Lessons

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

Lab 1: 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 and Insights This module looks at the different methods available to analyse sales information that is stored in Dynamics 365. We look at the out of the box sales reports and the process to create a custom report using the Dynamics 365 Report Wizard. This module also demonstrates the Chart and Dashboard designer, as well as reviewing the out of the box sales dashboards to analyze service data. Lessons

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

Lab 1: Explore the Sales Reports

• Exploring the Sales Pipeline Report
• Exploring the Quote Report

Lab 2: Sales Goals and Metrics

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

Lab 3: 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

Lab 4: Explore the Sales Insights and Playbooks

• Setting up Sales Insights
• Configure Sales Insights Settings
• Configure and use Playbooks
• Create a Playbook Template
• Apply a Sales Playbook to an Opportunity
• Update and Complete a Playbook