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Microsoft Dynamics 365 for Sales

via Pluralsight


This video tutorial will guide you through the fundamentals of generating leads, closing deals, and tracking sales goals with Microsoft Dynamics 365.

Today, in our competitive business environment, the importance of sales and happy customers can’t be underestimated. Whether you have a brick-and-mortar store, an online presence, a business-to-business model, or a business-to-consumer model, sales will make or break your business. In this course, Microsoft Dynamics 365 for Sales, you’ll learn the fundamentals of sales for Dynamics 365. First, you’ll become familiar with the Account, Contact, Lead, Opportunity, and Competitor entities and the out-of-the-box sales process. Next, you’ll explore products and their associated collateral of quotes, orders, and invoices. Finally, you’ll learn about goals, sales literature, and also take a closer look at the in-app marketing capabilities, including marketing lists, campaigns, and quick campaigns. When you’re finished with the course, you’ll have a foundational understanding of Dynamics 365 for Sales and how to use it to gain greater insight into your current and prospective customers.

  • Course Overview
  • Course Introduction
  • Core Entities
  • The Sales Process
  • Products
  • Quotes, Orders, and Invoices
  • Goals
  • Sales Literature
  • Marketing
  • Course Summary and Next Steps

Taught by

Amber Israelsen

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