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Sales

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

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