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Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales Course Overview

The Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales Course Overview equips professionals with essential skills to enhance sales efficiency using Dynamics 365 Sales. This course is vital for sales managers, CRM specialists, and IT professionals seeking to leverage technology for improved customer engagement and streamlined sales processes, ultimately driving business success in a competitive landscape.


Course Introduction

Price:

USD 750

Duration:

8 Hrs.

  • Course Introduction
    • Overview of Microsoft Dynamics 365
    • Importance of optimizing sales processes
  • Module 1: Dynamics 365 Sales Overview
    • Key features and functionalities
    • Navigating the Dynamics 365 Sales interface
  • Module 2: Customizing Sales Processes
    • Defining and modifying sales stages
    • Customizing entities and fields
  • Module 3: Lead and Opportunity Management
    • Creating and managing leads
    • Converting leads to opportunities
    • Tracking opportunities through the sales cycle
  • Module 4: Sales Insights and Analytics
    • Using dashboards and reports for sales
    • Implementing AI-driven insights for better decision-making
  • Module 5: Automating Sales Workflows
    • Setting up business rules and workflows
    • Streamlining sales tasks through automation
  • Module 6: Integration with Other Applications
    • Integrating Dynamics 365 with Microsoft 365
    • Leveraging Power Platform for enhanced sales capabilities
  • Module 7: Best Practices and Tips
    • Strategies for maximizing productivity
    • Common pitfalls and how to avoid them
  • Module 8: Hands-On Lab
    • Practical exercises on optimizing sales processes
    • Real-world scenarios and problem-solving
  • Conclusion
    • Recap of key takeaways
    • Q&A and feedback session

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