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

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Free Online Course: Microsoft Dynamics 365 Fundamentals (CRM): Explore Dynamics 365 Sales provided by Microsoft Learn is a comprehensive online course, which lasts for 3-4 hours worth of material. The course is taught in English and is free of charge.

Microsoft via Microsoft Learn
3-4 hours worth of material
Self Paced
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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