As a Dynamics 365 Functional Consultant, your role is crucial in implementing and configuring the Dynamics 365 solution to meet the specific requirements of your organization. You will be responsible for conducting discovery sessions to gather business requirements, engaging with subject matter experts and stakeholders to understand their needs, and translating those requirements into a functional solution.
Using the out-of-the-box capabilities of Dynamics 365, you will configure the solution to align with the business processes and workflows. This may involve setting up entities, fields, forms, views, dashboards, and business rules within the Dynamics 365 environment. You will also utilize codeless extensibility options to customize the solution further, without the need for coding.
Integration is another important aspect of your role as a Functional Consultant. You will collaborate with application and service integrators to ensure smooth integration between Dynamics 365 and other systems used within the organization. This may involve configuring data integrations, creating connectors, and establishing seamless communication between different applications and services.
By completing this training program, you will:
Gain a comprehensive understanding of Microsoft Dynamics 365 Sales and its capabilities.
Learn how to effectively manage leads, opportunities, and the sales process using Dynamics 365 Sales.
Enhance your sales analysis and forecasting skills.
Acquire knowledge of customer relationship management strategies using the platform.
Understand how to integrate Dynamics 365 Sales with other Microsoft applications for seamless sales operations.
