Close
Contact Us info@learnquest.com

??WelcomeName??
??WelcomeName??
« Important Announcement » Contact Us 877-206-0106 | USA Flag
Close
Close
Close
photo

Thank you for your interest in LearnQuest.

Your request is being processed and LearnQuest or a LearnQuest-Authorized Training Provider will be in touch with you shortly.

photo

Thank you for your interest in Private Training.

We look forward to helping you develop the perfect training solution to help you meet your company's goals.

For immediate assistance, speak with one of our representatives using the chat module below. Otherwise, LearnQuest or a LearnQuest-Authorized Training Provider will be in touch with you shortly.

Close
photo

Thank you for your interest in LearnQuest!

Now, you will be able to stay up-to-date on our latest course offerings, promotions, and training discounts. Watch your inbox for upcoming special offers.

title

Date: xxx

Location: xxx

Time: xxx

Price: xxx

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.

Dynamics 365 for customer engagement for sales

Price
350 USD
1 Day
MOC-MB-210T01-BR
Classroom Training, Online Training
Microsoft

AWS Training Pass

Take advantage of flexible training options with the AWS Training Pass and get Authorized AWS Training for a full year.

Learn More

Prices reflect a 22.5% discount for IBM employees (wherever applicable).
Prices reflect a 24% discount for Kyndryl employees (wherever applicable).
Prices reflect the Accenture employee discount.
Prices shown are the special AWS Partner Prices.
Prices reflect the Capgemini employee discount.
Prices reflect the UPS employee discount.
Prices reflect the ??democompanyname?? employee discount.
GSA Private/Onsite Price: ??gsa-private-price??
For GSA pricing, please go to GSA Advantage.
 

Class Schedule

Delivery Formats

Sort results

Filter Classes

Guaranteed to Run

Modality

Location

Language

Date

    Sorry, there are no public classes currently scheduled in your country.

    Please complete this form, and a Training Advisor will be in touch with you shortly to address your training needs.

View Global Schedule

Course Description

Overview

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal.  Using the application's available automation and customization options you will learn how to enable sales staff to be their most productive selves.


 

Objectives

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal.  Using the application's available automation and customization options you will learn how to enable sales staff to be their most productive selves.


 

Audience

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.


 

Prerequisites

    Familiarity of business applications and the desire to customize and implement them for your business.


     

Topics

Course OutlineModule 1: Sales OverviewIn this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.Lessons
  • Sales overview
  • Configuring Sales
  • Module summary
After completing this module, you will be able to: 
  • Install and configure the sales application.
  • Identify common sales scenarios.
Module 2: Working with OpportunitiesIn this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.Lessons
  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Module summary
After completing this module, you will be able to:
  • Create customer records.
  • Use sales tooling. 
Module 3: Quotes to OrdersIn this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals. Lessons
  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices
  • Module summary

After completing this module, you will be able to:

  • Create and use the product catalog.
  • Add quotes to opportunities.
  • Complete a sale with an order.
Module 4: Sales Analytics and InsightsIn this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.Lessons
  • Overview
  • Power BI
  • AI for Sales
  • Modules summary
After completing this module, you will be able to: 
  • Create and use goals.  
  • Integrate with PowerBI.  
  • Enable Sales AI functionality.

 
2023 Top 20 Training Industry Company - IT Training

Need Help?

Call us at 877-206-0106 or e-mail us at info@learnquest.com

Personalized Solutions

Need a personalized solution for your Training? Contact us, and one of our training advisors will help you find the best solution.

Contact Us

Need Help?

Do you have a question about the courses, instruction, or materials covered? Do you need help finding which course is best for you? We are here to help!

Talk to us

20% Off All AI Training Courses

Achieve more with AI-powered tools and strategies.

PROMO CODE: AI20
VALID THROUGH MAY 31, 2024

20% Off All AI Training Courses

Self-Paced Training Info

Learn at your own pace with anytime, anywhere training

  • 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

Course Added To Shopping Cart

bla

bla

bla

bla

bla

bla

Self-Paced Training Terms & Conditions

??spvc-wbt-warning??
??group-training-form-area??
??how-can-we-help-you-area??
??personalized-form-area??
??request-quote-area??

Sorry, there are no classes that meet your criteria.

Please contact us to schedule a class.
Close

self-paced
STOP! Before You Leave

Save 0% on this course!

Take advantage of our online-only offer & save 0% on any course !

Promo Code skip0 will be applied to your registration

Close
Nothing yet
here's the message from the cart

To view the cart, you can click "View Cart" on the right side of the heading on each page
Add to cart clicker.

Purchase Information

??elearning-coursenumber?? ??coursename??
View Cart

Need more Information?

Speak with our training specialists to continue your learning journey.

 

Delivery Formats

Close

By submitting this form, I agree to LearnQuest's Terms and Conditions

heres the new schedule
This website uses third-party profiling cookies to provide services in line with the preferences you reveal while browsing the Website. By continuing to browse this Website, you consent to the use of these cookies. If you wish to object such processing, please read the instructions described in our Privacy Policy.
Your use of this LearnQuest site affirms your consent to our use of session and persistent cookies to track how you use our website.