Dynamics 365 CE Sales Course

$199 or 6 monthly payments of $34.99

Dynamics 365 CE Sales Course

Course
52 Lessons

You will learn every topic in detail for Microsoft Dynamics 365 (D365) For Sales Learn the Microsoft Dynamics 365 (D365) Sales Process Learn the Lead Qualification, Opportunity Management, Quotes, Orders and Invoicing

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Modules we will cover

Create a Customer Organizational Structure

Module 1 Intro
Understand Important Terms
Manage Customer Records
Manage The Sales Process
Create And Qualify A Lead
Manage Opportunity And Create Quote
Create Order And Invoice
Manage Customer Communication
Create Sales Literature Repository
Identify And Manage Competitors

D365 CRM Intro For Sales.mp4

Understanding Terms L1 D365 CRM.mp4

Manage Records L2 D365 CRM.mp4

Manage Sales Process L3 D365 CE.mp4

Lead Qualification Process L4 D365 CE.mp4

Opportunity L5 D365 CE.mp4

Sales Order L6 D365 CE.mp4

Customer Communication - Social Engagement L7 D365 CE.mp4

Sales Literature L8 D365 CE.mp4

Manage Competitors L9 D365 CE.mp4

Manage Leads and Opportunities

Lead Qualification Process Flow
Create And Qualify A Lead
Disqualify And Reactivate A Lead
Opportunities Inside Sales Process Flow
Create An Opportunity
Manage An Opportunity
Create Records Within An Opportunity
Close And Reopen An Opportunity
Close An Opportunity As Lost
Reopen The Closed Opportunity
Close The Opportunity As WON
Connect Opportunities With Other Records
Resolution Activities
Multiple Opportunity Views

Lead Qualification Intro L10 D365 CE.mp4

Qualify a lead L11 D365 CE.mp4

Disqualify and Reactivate a Lead L12 D365 CE.mp4

Manage Leads and Opportunity L13 D365 CE.mp4

Manage Opportunity L14 D365 CE.mp4

Create records within opportunity L15 D365 CE.mp4

Opportunities Deep Dive L16 D365 CE.mp4

Resolution activities L17 D365 CE.mp4

Multiple Opportinity Views Plus Module Summary L18 D365 CE.mp4

Manage Relationship and Sales Analysis

Overview of Relationship Insights
Configure Relationship Insights
Relationship Assistant
Track Interactions with a Specific Email
Statistical Analysis of Email Activity
Email Engagement Auto-Capture
Editable Grids
Analysis Using Built-In Reports
Export To Excel
Export To Excel Templates

Relationships Overview L19 D365 CE.mp4

Configure relationships L20 D365 CE.mp4

Relationship Assistant L21 D365 CE.mp4

Track Interactions L22 D365 CE.mp4

Statistical Analysis L23 D365 CE.mp4

Email Engagement L24 D365 CE.mp4

Editable Grids L25 D365 CE.mp4

Analysis using reports L26 D365 CE.mp4

Export to Excel Part1 L27 D365 CE.mp4

Export to Excel Part2 and Module Summary L28 D365 CE.mp4

Manage the Sale Process

Sales Business Process Flow
Sales Territories
Configure Currency And Exchange Rates
Product Catalog Overview
Product Catalog - Unit Groups
Product Catalog - Products
Product Catalog - Clone Products
Product Catalog - Price Lists
Product Catalog - Pricing Methods
Product Catalog - Discount Lists
Product Catalog - Managing Multi Currencies
Product Catalog - Product Families
Product Catalog - Product Bundles
Opportunity - Line Items
Currencies And Exchange Rates
Quote Lifecycle And Management
Working With Orders
Working With Invoices

Sales Process and Module Intro L29 D365 CE.mp4

Configure Currency L30 D365 CE.mp4

Product Calalogue Overview and Unit Group L31 D365 CE.mp4

Product Calalogue Advanced and Clone Process L32 D365 CE.mp4

Product Price Lists L33 D365 CE.mp4

Pricing Methods L34 D365 CE.mp4

Product+Pricing+Methods.xlsx

Discount Lists and Multi-Currencies L35 D365.mp4

Product Families L36 D365.mp4

Product Bundles L37 D365.mp4

Opportunity Line Item L38 D365.mp4

Improve Sales Performance

Goals Inside Dynamics 365
Goal Metrics
Working With Goals
Goals Hierarchy
Rollup Queries
Export To Word Templates
Integrate Charts And Dashboards

Quote Lifecycle L39 D365.mp4

Working with orders L40 D365.mp4

Working with invoices and module summary L41 D365.mp4

Goals Intro L42 D365.mp4

Goal Metrics L43 D365.mp4

Manage Customer Information

Sales Functional Areas
Model Relationships And Records
Client Access Methods
Utilize The Help Center
Perform Data Management
Perform Lifecycle Management

Working with Goals L44 D365.mp4

Rollup Queries L45 D365.mp4

Export to Word Template L46 D365.mp4

Integrate charts and dashboards L47 D365.mp4

Manage Customer Information Part 1 L48 D365.mp4

Manage Customer Information Part 2 L49 D365.mp4