This course will introduce the Power Platform model-driven app, Dynamics 365 Sales, and explore how the application can be configured to meet an organization’s unique needs by a Functional Consultant.
Skills Gained
- Install and configure the application
- Identify common sales scenarios
- Complete a sales cycle
- Configure product catalog
- Manage customer records
- Utilize analytics tools with customer data
Price: $2500
Level
Workplace - Job Role Training - Level 2
Effort
1 full (8 hour) day
Prerequisites
Yes there are prerequisites
Participants
5 Minimum
Prerequisites
Familiarity of business applications and the desire to customize and implement them for business.
Modules
Module Agenda:
- Sales overview
- Configuring Dynamics 365 Sales
Module Agenda:
- Managing customers
- Working with opportunities
- Embedded Intelligence
- Playbooks
- Integrated sales tools
Module Agenda:
- Order processing overview
- Manage product catalog
- Create and manage quotes
- Create and manage orders and invoices
Module Agenda:
- Sales analytics overview
- Power BI
- Sales Insights
Registration
