Overview
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Learn to use Microsoft Dynamics 365 to manage large amounts of data, build customer relationships, and create streamlined workflows for sales.
Syllabus
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Introduction
- Discover Dynamics 365 sales
- Understanding Dynamics 365 customization
- What is Dynamics 365 Sales?
- A quick note on navigating in Dynamics 365
- Access and sorting records and views
- Use quick create to create a new record
- Work with search in Dynamics 365
- Build queries with advanced find
- End-user personalization options
- Utilize the Dynamics 365 Assistant
- What do we do with leads?
- Starting a sale: Create a lead
- Explore contact methods
- Use the timeline to add activities and notes to a lead
- Qualify a lead
- Use document storage and SharePoint integrations
- What is an opportunity?
- Various ways to create an opportunity
- Save time with business process flows
- Add opportunity products and suggestions
- Export Dynamics 365 data to PDF and email
- What is a quote?
- Activate a quote
- Revise a quote and versioning
- Close a quote
- Access the mobile application
- Navigate the mobile app
- View, edit, and create records in the mobile app
- Business card scanner
- Use charts and dashboards
- Access Excel Templates
- Review forecasts
- Learn more about D365 and sales
