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Microsoft

Microsoft Dynamics 365 Fundamentals (CRM): Explore Dynamics 365 Sales

Microsoft via Microsoft Learn

Overview

  • Module 1: Get introduced to the customer engagement apps
  • After completing this module, you will be able to:

    • Explain customer engagement
    • Describe Microsoft Dataverse
    • List the Dynamics 365 customer engagement apps
    • Describe the common components and features of the Dynamics 365 customer engagement apps
  • Module 2: Examine Dynamics 365 Sales
  • After completing this module, you will be able to:

    • Describe using Dynamics 365 Sales to support the sales process
    • Explain key industry and application terminology
    • Get started with Dynamics 365 Sales
  • Module 3: Manage the sales lifecycle with Dynamics 365 Sales
  • After completing this module, you will be able to:

    • Describe how to create and qualify leads
    • Describe opportunity management
    • Explain sales order processing with Dynamics 365 Sales
  • Module 4: Review additional sales apps
  • After completing this module, you'll be able to:

    • Describe Sales Insights use cases and key capabilities
    • Describe Sales Navigator

Syllabus

  • Module 1: Get introduced to the customer engagement apps
    • Introduction
    • Define customer engagement
    • Describe Microsoft Dataverse
    • Examine the customer engagement apps
    • Work with customers and activities
    • Explain how to search and filter data
    • Examine the product catalog
    • Review integration technologies and use cases
    • Examine out-of-the-box reporting capabilities
    • Knowledge check
    • Summary
  • Module 2: Examine Dynamics 365 Sales
    • Introduction
    • Review the sales process
    • Explain key terminology
    • Describe Dynamics 365 Sales
    • Get started with Dynamics 365 Sales
    • Knowledge check
    • Summary
  • Module 3: Manage the sales lifecycle with Dynamics 365 Sales
    • Introduction
    • Review a typical sales lifecycle
    • Describe how to work with leads
    • Lab: Create and manage a lead in Dynamics 365 Sales
    • Review opportunity management
    • Lab: Create and manage an opportunity in Dynamics 365 Sales
    • Work with and manage quotes
    • Examine orders and invoices
    • Knowledge check
    • Summary
  • Module 4: Review additional sales apps
    • Introduction
    • Get introduced to additional sales apps
    • Introduction to Dynamics 365 Sales Insights
    • Explore LinkedIn Sales Navigator
    • Knowledge check
    • Summary

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