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Introduction to sales in Dynamics 365
Duration
1 Day
Course
MOC-AB-6003-A
Available Formats
Classroom Training, Online Training
Course Description
Overview
This course will teach you how to enhance and automate business processes using customer engagement apps for Dynamics 365, while incorporating native interconnectivity with Microsoft 365. You will also learn to unify profiles, tailor personalized customer journeys with AI-assisted Dynamics 365 Customer Insights and improve selling efficiency through AI-driven Sales features within Dynamics 365 Sales.Objectives
After the end of this course, you will be able to:
- Describe what the different customer engagement applications are and how they work.
- Describe how different applications can be used together as part of a broader solution.
- Navigate the different Dynamics 365 customer engagement applications.
- Manage and create activities with the Timeline functionality.
- Describe capabilities of Copilot and the importance of prompting in Dynamics 365.
- Describe the AI assistance features and their use.
Audience
This course is designed for professionals who aim to enhance and automate business processes using Dynamics 365 customer engagement apps, while leveraging native interconnectivity with Microsoft 365. It is ideal for those looking to unify profiles, create personalized customer journeys with AI-assisted Dynamics 365 Customer Insights, and improve selling efficiency through AI-driven Sales features.
Prerequisites
-
None
Topics
- Introduction to sales in Dynamics 365
- Describe the foundations of Dynamics 365 customer engagement apps
- Explore lead generation in Dynamics 365
- Explore lead qualification in Dynamics 365
- Identify customer needs and explore relationships in Dynamics 365
- Explore how to negotiate deal terms and address objections in Dynamics 365 Sales
- Describe how to close customer deals in Dynamics 365
- Describe sales account management in Dynamics 365
- Explore forecasting, pipeline management, and analytics in Dynamics 365 Sales
- Describe shared capabilities in Dynamics 365 customer engagement apps
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Self-Paced Training Info
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- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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title
Please take a moment to fill out this form. We will get back to you as soon as possible.
All fields marked with an asterisk (*) are mandatory.