This module presents the Lead Management Process in Dynamics 365. We examine the process to create and assign Lead records, how to create Leads from Activities and how to qualify and disqualify Leads. We also look at the various stages of the Lead to Opportunity Sales Process in Dynamics 365.

Lessons

• The Lead Management Process
• Working with Lead Records
• Working with the Lead Form
• Lead Assignment
• Leads and Activities
• Qualifying a Lead
• Disqualifying a Lead

Lab 1: Working with Leads

• Create a Lead record
• Update a Lead record
• Qualify a Lead to an Opportunity record
• Disqualify a Lead record
• Convert an Email activity to a Lead record

After completing this module, students will be able to:

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This module presents the concepts of Opportunities in Dynamics 365. We examine the Opportunity Views and Forms, and the Opportunity Sales Process when closing an Opportunity record. We also look at Resolution Activities and how they influence the Sales Order Process.

Lessons

• Introduction to Opportunities
• The Opportunity Views
• The Opportunity Form
• Opportunity Sales Process
• Closing an Opportunity
• Resolution Activities

Lab 1: Working with Opportunities

• Working on Opportunities
• Closing an Opportunity as Lost
• Closing an Opportunity as Won

After completing this module, students will be able to:

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This module explains how to start to look at the Product Catalog in Dynamics 365. We look at how to create Products and configure Unit Groups and Price Lists. Finally, we look at Product Properties, Product Bundles and Product Families.

Lessons

• Introduction to the Product Catalog
• Adding Products
• Configuring Unit Groups
• Price Lists and Price List Items
• Product Properties, Bundles and Families

Lab 1: Configuring the Product Catalog

• Configure Unit Groups
• Add a Product
• Create and Configure a Price List

Lab 2: Working with the Product Catalog

• Clone a Product
• Create a Product Bundle
• Create a Product Family

After completing this module, students will be able to:

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This module explains how to presents Quotes, Orders and Invoices in Microsoft Dynamics 365. We look at how to add Products from the Product Catalog to Opportunities and Quotes, and when to use ‘write-in’ Products. This module also steps through the process to convert Quotes to Orders, Order fulfillment and the procedure of Invoice management.

Lessons

• Introduction to Order Processing
• Adding Products to an Opportunity
• Working with Quotes
• Working with Orders
• Working with Invoices

Lab 1: Working with Quotes, Orders and Invoices

• Add Products to an Opportunity
• Add a Quote to an Opportunity
• Convert a Quote to an Order and Invoice

After completing this module, students will be able to:

• Click here to enter text.

This module explains how to look at the different methods available to analyse sales information that is stored in Dynamics 365. We look at the out of the box sales reports and the process to create a custom report using the Dynamics 365 Report Wizard. This module also demonstrates the Chart and Dashboard designer, as well as reviewing the out of the box sales dashboards to analyse service data.

Lessons

• Introduction to Sales Analysis in Dynamics 365
• The Sales Reports
• The Reporting Wizard
• Working with Sales Charts
• Working with Sales Dashboards
• Working with Sales Goals and Metrics
• Working with Sales Insights

Lab 1: Explore the Sales Reports

• Exploring the Sales Pipeline Report
• Exploring the Quote Report

Lab 2: Sales Goals and Metrics

• Create Goals for the Sales Team
• Create a Personal View
• View Sales Goals and Chart

Lab 3: Explore the Sales Charts and Dashboards

• Explore the Lead and Opportunity Charts
• Create a custom Sales Chart
• Explore the Sales Dashboards
• Create a custom Sales Dashboard

Lab 4: Explore the Sales Insights and Playbooks

• Setting up Sales Insights
• Configure Sales Insights Settings
• Configure and use Playbooks
• Create a Playbook Template
• Apply a Sales Playbook to an Opportunity
• Update and Complete a Playbook

After completing this module, students will be able to:

• Click here to enter text.

A:

• A working knowledge of Microsoft Dynamics 365 Customer Engagement
• Successful completion of the ‘Introduction to Microsoft Dynamics 365’ course

A: During the 55258AC: Microsoft Dynamics 365 for Sales course, you will learn how to navigate and utilize the sales module in Microsoft Dynamics 365. You will gain hands-on experience in managing leads, opportunities, and customer interactions. The training also covers sales forecasting techniques, territory management, and using analytics to track sales performance. You will learn how to effectively manage customer relationships and maximize sales productivity using Microsoft Dynamics 365.

A: Absolutely! The skills and knowledge gained from this training are directly applicable to real-world sales scenarios. You will learn how to effectively manage leads, opportunities, and customer relationships using Microsoft Dynamics 365 for Sales. This will enable you to streamline your sales processes, increase productivity, and drive better results.

A: Yes, interactive participation is encouraged during the training. You can ask questions, seek clarification, and engage in discussions with the instructor and other participants. This will enhance your learning experience and enable you to gain deeper insights into Microsoft Dynamics 365 for Sales.