Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from 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.
A Dynamics 365 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.
In this module, we will learn about configuring the sales application to fit an organization’s unique requirements.
Lessons
Configure organization and management settings
Lab : Lab 1.1: Validate lab environment
Module 2: Manage leads and opportunities with Dynamics 365 Sales
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
Lessons
Manage leads with Dynamics 365 Sales
Manage opportunities with Dynamics 365 Sales
Lab : Lab 2.1: Manage customers
Module 3: Manage orders and the product catalog with Dynamics 365 Sales
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
Lessons
Manage and organize your product catalog with Dynamics 365 Sales
Process sales orders with Dynamics 365 Sales
Module 4: Manage goals with Dynamics 365 Sales
In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.
Lessons
Define and track individual goals with Dynamics 365 Sales
Use goal metrics in Dynamics 365 Sales
Module 5: Analyze Dynamics 365 Sales data
In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.
Lessons
Analyze data in Dynamics 365 Sales
Analyze data with Power BI
Module 6: Work with Dynamics 365 Sales Insights
In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.
Lessons
Configure Sales Insights
Module 7: Create surveys with Dynamics 365 Customer Voice
In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.
Lessons
Create a survey project with Dynamics 365 Customer Voice
Create surveys with Dynamics 365 Customer Voice
Send Dynamics 365 Customer Voice surveys
Course types
Classroom: In-Person
Full-day instructor-led training delivered in the classroom (public) or at your offices (private). Training takes place Monday through Friday. Includes complete course coverage.
Classroom: Virtual
Virtual instructor-led training delivered online. Training takes place in the form of sessions between Monday and Friday. Includes complete course coverage.
Hybrid: In-Person or Virtual
A combination of online study and 2-days virtual or classroom live-based exam prep workshops. These courses are delivered in a blended format, consisting of 4-6 weeks self-study, plus full 2-days instructor-led workshops per person per exam.
Live-Virtual (MyDigicomp) The live virtual course is scheduled over a period of 3-4 weeks. During this time 6-8 instructor-led contact sessions of 3 hours each take place. This time is indicated on the respective course as 3-4 days. When you click on “Timetable” during the booking process, you will already see when the next live sessions will take place. Of course, these sessions are recorded and made available to students at the end of the course. During these 3-4 weeks, students will always have direct access to the expert instructor and can ask questions if something is not clear during self-study. We call this aspect mentoring. Everything takes place on one Microsoft Team channel per class. During this time students will have access to all sessions and information within the class. After those 3-4 weeks, students receive and additional week to prepare and then take the test, either in-class or at home.
Course Type
Virtual or In-Person
Online course delivery format focuses on exam prep and is delivered in a very condensed format. Candidates are required to complete pre-course material before attending the instructor-led online sessions.
Price
$250-600
Prices based on the country in which the course is hosted.
