Course Outline
1 - Create powerful customer experiences for organizations with Dynamics 365 apps
- 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
2 - Get started with Dynamics 365 Sales
- Overview of Sales products
- Navigate in Dynamics 365 Sales
- Manage customers
- Copilot in Dynamics 365 Sales
- In-app marketing
3 - Set up and configure Dynamics 365 Sales
- Set up and configure the application
- Use customization options
- Document management
- Set up security roles
- Configure Copilot in Sales
4 - Manage leads with Dynamics 365 Sales
- Dynamics 365 leads overview
- Create Dynamics 365 leads
- Lead management lifecycle
- Lead qualification
- Use Copilot with leads
- Lead data management tools
5 - 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
6 - 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
7 - Process sales orders with Dynamics 365 Sales
- Sales order processing overview
- Quotes and quote management
- Orders and invoices
8 - Configure forecasts in Dynamics 365 Sales
- Build forecasts
- Manage forecasts
- Configure advanced features
- Premium features
9 - Manage relationships with relationship selling in Dynamics 365 Sales
- Overview
- Sales accelerator
- Manage relationship health with Sales Insights
- Sales Navigator
10 - Analyze Dynamics 365 sales data
- Analytical options overview
- Search tools
- Out-of-box tools
- Power BI
- Use Power BI templates
11 - Set up Sales accelerator in Dynamics 365 Sales
- 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
12 - Create sales sequences with Sales Insights
- 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
13 - Work with segments in Dynamics 365 Sales accelerator
- Create and activate a segment
- Connect a segment to a sequence
- View details of a segment
- Manage segments
14 - Work with assignment rules in Dynamics 365 Sales accelerator
- 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
15 - Engage with customers through text messages in Dynamics 365 Sales
- Set up the text messaging provider
- Edit phone numbers
- Add a text message option to custom forms
- Manage text message conversations
16 - Define and track individual goals in Dynamics 365 Sales and Customer Service
- Overview of goals
- Defining individual goals
- Parent and child goals
17 - Use goal metrics in Dynamics 365 Sales and Customer Service
- Overview
- Fiscal year settings
- Goal metrics
18 - Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
- 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
19 - Get started with the Dynamics 365 Sales mobile app
- Deploy the mobile app
- Use the mobile app
- Manage records
- Customize form views
- Set up push notifications
Target Audience