Empower sellers with Dynamics 365 Sales

After completing this course, students will be able to:

• Set up unit groups to help control how products are sold
• Create product family hierarchies that include product bundles and individual products
• Set up product pricing data by creating price lists and price list items
• Use discount lists to provide volume discount pricing
• Define quote records for opportunity records
• Work a quote through its entire lifecycle
• Add and revise quote product line items
• Deliver quotes to customers
• Determine with metrics are needed to build efficient customer service goals
• Modify Fiscal Year settings to align goal progress
• Define Goal Metrics for an Organization
• Create custom Roll-up columns and Queries
• Manage records
• Customize form views
• Set up push notifications

This course is designed for IT or sales professionals who want to learn how to leverage Dynamics 365 Sales and Microsoft Copilot for Sales for their organizations. Students should have knowledge in basic sales principles.
 

• Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights.
• They should also have basic model-driven application configuration experience.

Work with Dynamics 365 Sales Create powerful customer experiences for organizations with Dynamics 365 apps

• Introduction
• Dynamics 365 customer experience apps in an organization’s journey
• Work with the other Dynamics 365 apps as part of a customer engagement solution
• Work with Copilot in the Dynamics 365 customer engagement apps
• Check your knowledge

Get started with Dynamics 365 Sales

• Introduction
• Overview of Sales products
• Navigate in Dynamics 365 Sales
• Manage customers
• Copilot in Dynamics 365 Sales
• In-app marketing
• Check your knowledge

Set up and configure Dynamics 365 Sales

• Introduction
• Set up and configure the application
• Use customization options
• Document management
• Set up security roles
• Configure Copilot in Sales
• Check your knowledge

Manage leads with Dynamics 365 Sales

• Dynamics 365 leads overview
• Create Dynamics 365 leads
• Lead management lifecycle
• Lead qualification
• Use Copilot with leads
• Lab - Work with Dynamics 365 leads
• Lead data management tools
• Check your knowledge

Manage opportunities with Dynamics 365 Sales

• Dynamics 365 opportunity overview
• Create Dynamics 365 opportunities
• Account and team selling
• Opportunity management lifecycle
• Use Copilot with opportunities
• Lab - Manage opportunities in Dynamics 365
• Check your knowledge

Manage and organize your product catalog with Dynamics 365 Sales

• Dynamics 365 product catalog overview
• Currencies and currency management
• Define products
• Product families
• Price lists
• Product catalog settings
• Exercise - Set up the product catalog
• Check your knowledge

Process sales orders with Dynamics 365 Sales

• Sales order processing overview
• Quotes and quote management
• Orders and invoices
• Exercise - Sales order processing lifecycle
• Check your knowledge

Configure forecasts in Dynamics 365 Sales

• Introduction
• Build forecasts
• Manage forecasts
• Configure advanced features
• Premium features
• Check your knowledge

Manage relationships with relationship selling in Dynamics 365 Sales

• Overview
• Sales accelerator
• Manage relationship health with Sales Insights
• Sales Navigator
• Check your knowledge

Analyze Dynamics 365 sales data

• Analytical options overview
• Search tools
• Out-of-box tools
• Power BI
• Use Power BI templates
• Lab - Analyze data
• Check your knowledge

Set up and use the sales accelerator capabilities in Dynamics 365 Sales Set up Sales accelerator in Dynamics 365 Sales

• Introduction
• Set up Sales accelerator
• Manage record types and forms
• Customize the Sales accelerator workspace
• Manage filter options
• Manage sorting options
• Add the Up next widget to forms
• Sales acceleration reporting
• Check your knowledge

Create sales sequences with Sales Insights

• Introduction
• Get started with the work list
• Tutorial 1 - Build a sales sequence
• Tutorial 2 - Connect sequence to a record
• Tutorial 3 - Disconnect sequence from record
• Tutorial 4 - Editing sales sequence
• Check your knowledge

Work with segments in Dynamics 365 Sales accelerator

• Introduction
• Create and activate a segment
• Connect a segment to a sequence
• View details of a segment
• Manage segments
• Check your knowledge

Work with assignment rules in Dynamics 365 Sales accelerator

• Introduction
• Assignment overview
• Define users
• Manage seller attributes in assignment rules
• Manage seller availability
• Create and activate assignment rules
• Manage assignment rules
• View and manage unassigned records
• Check your knowledge

Engage with customers through text messages in Dynamics 365 Sales

• Introduction
• Set up the text messaging provider
• Edit phone numbers
• Add a text message option to custom forms
• Manage text message conversations
• Check your knowledge

Implement goal management in Dynamics 365 Sales and Customer Service Define and track individual goals in Dynamics 365 Sales and Customer Service

• Overview of goals
• Defining individual goals
• Parent and child goals
• Exercise - Measuring customer success using goals
• Check your knowledge

Use goal metrics in Dynamics 365 Sales and Customer Service

• Overview
• Fiscal year settings
• Goal metrics
• Exercise - Defining goal metrics
• Check your knowledge

Enhance Dynamics 365 Sales with tools and apps Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

• Introduction
• Set up mailboxes
• Server-side sync
• Document management options
• Document management
• Deploy the app for Outlook
• Set up Dynamics 365 App for Outlook
• Integrate with Microsoft Teams
• Check your knowledge

Get started with the Dynamics 365 Sales mobile app

• Introduction
• Deploy the mobile app
• Use the mobile app
• Manage records
• Customize form views
• Set up push notifications
• Check your knowledge