Course code: NP488
This two-day course is designed for IT and sales professionals looking to elevate their organization’s sales strategy using Dynamics 365 Sales. You'll explore everything from configuring lead and opportunity management to setting up a product catalog and processing sales orders. Learn how to enhance seller performance with tools like Sales accelerator, Sales Insights, Microsoft Copilot for Sales, and goal management. By the end of the course, you'll understand how to build stronger customer relationships, automate processes, and boost seller productivity across devices—including mobile.Professional
and certified lecturers
Internationally
recognized certifications
Wide range of technical
and soft skills courses
Great customer
service
Making courses
exactly to measure your needs
Starting date: Upon request
Guaranteed
Type: Self-paced
Course duration: 16 hours
Language: en
Price without VAT: 285 EUR
Starting date: Upon request
Guaranteed
Type: Self-paced
Course duration: 16 hours
Language: en
Price without VAT: 75 EUR
| Starting date |
Place |
Type | Course duration |
Language | Price without VAT | ||
|---|---|---|---|---|---|---|---|
| G | Upon request | Self-paced | 16 hours | en | 285 EUR | Register | |
| G | Upon request | Self-paced | 16 hours | en | 75 EUR | Register | |
| G | Guaranteed course | ||||||
Tailor Dynamics 365 Sales to fit your business processes.
Set up leads, opportunities, and product catalog for streamlined selling.
Use business process flows to guide and optimize sales activities.
Process quotes and sales orders from creation to completion.
Module 1.1: Create powerful customer experiences for organizations with Dynamics 365 apps
Module 1.2: Get started with Dynamics 365 Sales
Module 1.3: Set up and configure Dynamics 365 Sales
Module 1.4: Manage leads with Dynamics 365 Sales
Module 1.5: Manage opportunities with Dynamics 365 Sales
Module 1.6: Manage and organize your product catalog with Dynamics 365 Sales
Module 1.7: Process sales orders with Dynamics 365 Sales
Module 1.8: Configure forecasts in Dynamics 365 Sales
Module 1.9: Manage relationships with relationship selling in Dynamics 365 Sales
Module 1.10: Analyze Dynamics 365 Sales data
Module 2.1: Set up Sales accelerator in Dynamics 365 Sales
Module 2.2: Create sales sequences with Sales Insights
Module 2.3: Work with segments in Dynamics 365 Sales accelerator
Module 2.4: Work with assignment rules in Dynamics 365 Sales accelerator
Module 2.5: Engage with customers through text messages in Dynamics 365 Sales
Module 3.1: Define and track individual goals in Dynamics 365 Sales and Customer Service
Module 3.2: Use goal metrics in Dynamics 365 Sales and Customer Service
Module 4.1: Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
Module 4.2: Get started with the Dynamics 365 Sales mobile app
Module 5.1: Boost sales performance with Microsoft 365 Copilot for Sales
Module 5.2: Deploy and configure Microsoft 365 Copilot for Sales
