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30-Day Money-Back Guarantee
Business Sales Microsoft Dynamics 365

Become An Expert At Microsoft Dynamics 365 For Sales (CRM)

Practical Hands-on Course: Learn Microsoft Dynamics 365 For Sales App & Become An Expert to implement for your clients.
Rating: 4.4 out of 54.4 (655 ratings)
3,205 students
Created by Online CRM Training (3E Consulting Private Limited), Learn MS Dynamics (www.learnmsdynamics.com)
Last updated 1/2021
English
English
30-Day Money-Back Guarantee

What you'll learn

  • Learn every topic in detail for Microsoft Dynamics 365 For Sales
  • Learn the Microsoft Dynamics 365 Sales Process
  • Learn the Lead Qualification, Opportunity Management, Quotes, Orders and Invoicing
Curated for the Udemy for Business collection

Requirements

  • You should have basic knowledge of Microsoft Office applications like Outlook, Excel.
  • You should be comfortable in using Computer/Laptop and surf internet

Description

Do you want to learn and master Microsoft Dynamics 365 For Sales?  If yes, then this course is for you. More than 9 Hours of content, 80+ Training Videos, this is the most comprehensive course available online.

*************************

HERE'S WHAT STUDENTS ARE SAYING ABOUT THE COURSE:

David Kjell says "I just passed the MB2-717 Microsoft Dynamics 365 for Sales exam with score of 929 thanks to this course and practise tests. thanks"

Amit Ramsaran says "Very direct and to the point. The course content was explained quite simply and effectively. The instructor's reference to the D365 application as well made the explanations that much easier to grasp and understand"

Yorick Bickerstaff says "Thanks to this course I have perfected my knowledge and acquired the certification. An essential course for anyone who wants to understand this topic in a complete way."

Regu says "It was amazing and easy to understand also, he provides module by module, this help to segregate and study for the certification exam. Thanks to abhay Without doubt, his course helped me to get the certification in the first attempt. Thanks Abhay."

Shiry Dalal says "With my experience in Sales field, I was looking to get certified with Microsoft Dynamics 365 for Sales i.e. MB2-717 exam. I'm sure I'll pass with the practice tests and in-depth training"

Rawish Kumar says "Abhay is a really great instructor - Dynamics CRM Sales module has been a grey area for me always but not anymore :) Fingers are crossed for my certification but very confident after this course!"

Dhanvan Mehta says "This is the best course available for not only prepare for MB2-717 exam but also learn the in-depth concepts about Dynamics 365 For Sales. Highly recommended. I will update my review after taking the exam."

Rajan says "Wow, such an amazing and detailed course. I took this course for MB2-715 exam preparation but didn't know Abhay went so detail in explaining the functionalities. Kudos!"

Nageswara Reddy says "This is really a wonderful training with step by step process and case studies, you did great job, Abhay"

Lam Chun Man Francis says "After took the free introduction course from Abhay, really enjoy his real life training experience. Then immediate enrolled several paid course. Hope I can get good result on upcoming test."

and many more...

*************************

This course is based on the outline provided by Microsoft on their website. 

This course will teach you theory as well as practical concepts.

So, you have everything you need to become an expert at Dynamics 365 For Sales to boost your Career Growth!


WHY TAKE THIS COURSE? 

Did you know, Microsoft Dynamics 365 is a cloud based Enterprise Business Solution that help companies in Sales Force Automation, Improve Customer Experience, Field Service management, Project Service Automation, Manage Financials and Operations for any business? 

Dynamics 365 is one of the primary focus of Microsoft and a lot of innovation is happening towards the improvement of this product and the companies who use Dynamics 365. 

If you are a Consultant or an aspiring Consultant, then this course will help you understand Sales module of Dynamics 365.


HERE'S WHAT YOU WILL LEARN:


Topic: Welcome

  • Welcome

Topic: Create a Customer Organizational Structure

  • Module 1 Overview

  • Understand Important Terms

  • Manage Customer Records

  • Manage The Sales Process

  • Create And Qualify A Lead

  • Manage Opportunity And Create Quote

  • Create Order And Invoice

  • Manage Customer Communication

  • Create Sales Literature Repository

  • Identify And Manage Competitors

  • Module 1 Review

Topic: Manage Leads and Opportunities

  • Module 2 Overview

  • Lead Qualification Process Flow

  • Create And Qualify A Lead

  • Disqualify And Reactivate A Lead

  • Opportunities Inside Sales Process Flow

  • Create An Opportunity

  • Manage An Opportunity

  • Create Records Within An Opportunity

  • Close And Reopen An Opportunity

  • Close An Opportunity As Lost

  • Reopen The Closed Opportunity

  • Close The Opportunity As WON

  • Connect Opportunities With Other Records

  • Resolution Activities

  • Multiple Opportunity Views

  • Module 2 Review

Topic: Manage Relationship and Sales Analysis

  • Module 3 Overview

  • Overview of Relationship Insights

  • Configure Relationship Insights

  • Relationship Assistant

  • Track Interactions with a Specific Email

  • Statistical Analysis of Email Activity

  • Email Engagement Auto-Capture

  • Editable Grids

  • Analysis Using Built-In Reports

  • Export To Excel

  • Export To Excel Templates

  • Module 3 Review

Topic: Manage the Sale Process

  • Module 4 Overview

  • Sales Business Process Flow

  • Sales Territories

  • Configure Currency And Exchange Rates

  • Product Catalog Overview

  • Product Catalog - Unit Groups

  • Product Catalog - Products

  • Product Catalog - Clone Products

  • Product Catalog - Price Lists

  • Product Catalog - Pricing Methods

  • Product Catalog - Discount Lists

  • Product Catalog - Managing Multi Currencies

  • Product Catalog - Product Families

  • Product Catalog - Product Bundles

  • Opportunity - Line Items

  • Currencies And Exchange Rates

  • Quote Lifecycle And Management

  • Working With Orders

  • Working With Invoices

  • Module 4 Review

Topic: Improve Sales Performance

  • Module 5 Overview

  • Goals Inside Dynamics 365

  • Goal Metrics

  • Working With Goals

  • Goals Hierarchy

  • Rollup Queries

  • Export To Word Templates

  • Integrate Charts And Dashboards

  • Module 5 Review

Topic: Manage Customer Information

  • Module 6 Overview

  • Sales Functional Areas

  • Model Relationships And Records

  • Client Access Methods

  • Utilize The Help Center

  • Perform Data Management

  • Perform Lifecycle Management

  • Module 6 Review

Topic: Course Review

  • Course Review

This is one of the most comprehensive course available on Microsoft Dynamics 365 For Sales.

So, go ahead, enroll in this course.

Wish you all the very best.

To Your Success,
Abhay Sharma

Who this course is for:

  • Microsoft Dynamics professionals looking to become an expert at Microsoft Dynamics 365 For Sales
  • Professionals who want to boost their career growth by learning Microsoft Dynamics 365 for Sales (Any Technology or Business Field)
  • Microsoft Partners who want their employees to become an expert at Dynamics 365 For Sales

Course content

8 sections • 83 lectures • 8h 47m total length

  • Very Important
    00:13
  • Preview04:50
  • Preview04:38
  • Dynamics 365 Trial New Sign Up Process
    00:09

  • IMPORTANT: Please Read
    00:24
  • Preview00:38
  • Preview12:33
  • Manage Customer Records
    11:24
  • Manage The Sales Process
    05:30
  • Create And Qualify A Lead
    09:12
  • Manage Opportunity And Create A Quote
    03:51
  • Create Sales Order And Invoice
    06:58
  • Manage Customer Communication
    10:47
  • Create Sales Literature Repository
    13:12
  • Identify And Manage Competitors
    06:47
  • Module Review
    00:57

  • Module Overview
    01:53
  • Lead Qualification Process Flow
    02:17
  • Create And Qualify A Lead
    07:52
  • Disqualify And Reactivate A Lead
    06:37
  • Opportunities Inside Sales Process Flow
    03:42
  • Create An Opportunity
    09:35
  • Manage An Opportunity
    19:57
  • Create Records Within An Opportunity
    04:13
  • Close And Reopen An Opportunity
    02:44
  • Close An Opportunity As Lost
    02:31
  • Reopen The Closed Opportunity
    01:40
  • Close The Opportunity As WON
    02:32
  • Connect Opportunities With Other Records
    06:25
  • Resolution Activities
    04:36
  • Multiple Opportunity Views
    07:22
  • Module Review
    01:29

  • Module Overview
    02:10
  • Overview of Relationship Insights
    03:13
  • Configure Relationship Insights
    14:41
  • Relationship Assistant
    07:12
  • Track Interactions with a Specific Email
    06:58
  • Statistical Analysis of Email Activity
    05:15
  • Email Engagement Auto-Capture
    05:46
  • Editable Grids
    06:19
  • Analysis Using Built-In Reports
    08:03
  • Export To Excel
    09:48
  • Export To Excel Templates
    08:24
  • Module Review
    02:02

  • Module Overview
    01:55
  • Sales Business Process Flow
    10:17
  • Sales Territories
    05:41
  • Configure Currency And Exchange Rates
    10:08
  • Product Catalog Overview
    05:35
  • Product Catalog - Unit Groups
    07:35
  • Product Catalog - Products
    10:29
  • Product Catalog - Clone Products
    02:52
  • Product Catalog - Price Lists
    11:01
  • Product Catalog - Pricing Methods
    18:15
  • Product Catalog - Discount Lists
    08:26
  • Product Catalog - Managing Multi Currencies
    02:26
  • Product Catalog - Product Families
    12:01
  • Product Catalog - Product Bundles
    13:48
  • Opportunity - Line Items
    04:14
  • Currencies And Exchange Rates
    02:19
  • Quote Lifecycle And Management
    16:54
  • Working With Orders
    08:59
  • Working With Invoices
    07:00
  • Module Review
    02:07

  • Module Overview
    01:04
  • Goals Inside Dynamics 365
    06:05
  • Goal Metrics
    07:19
  • Working With Goals
    09:02
  • Goals Hierarchy
    06:49
  • Rollup Queries
    10:52
  • Export To Word Templates
    11:46
  • Integrate Charts And Dashboards
    28:37
  • Module Review
    00:59

  • Module Overview
    01:47
  • Sales Functional Areas
    04:32
  • Model Relationships And Records
    02:09
  • Client Access Methods
    02:36
  • Utilize The Help Center
    03:58
  • Perform Data Management
    01:21
  • Perform Lifecycle Management
    04:42
  • Module Review
    01:46

  • Course Review
    02:35
  • Bonus Lecture: Online Deployment Special Program ONLY For You
    00:12

Instructors

Online CRM Training (3E Consulting Private Limited)
The Best &Most Affordable Microsoft Dynamics Training Online
Online CRM Training (3E Consulting Private Limited)
  • 4.4 Instructor Rating
  • 20,092 Reviews
  • 111,515 Students
  • 18 Courses

Online CRM Training is the unit of 3E Consulting Pvt. Ltd. We have an excellent project management expertise (PMP Certified Consultants) and Microsoft Certified Trainers (MCT) for Microsoft Dynamics 365.

We have rich experience in projects implementation, consulting, training delivery & Online Training Business Automation.

We have expertise in Microsoft Dynamics products.

We have successfully implemented many mid and large-size projects in various industries like Trading, Automobiles, Pharmaceuticals, Manufacturing, Judiciary, Business Registration, Tourism, Call Centers, NGOs, Government Sector and many more.

We have been training students offline and online and have trained thousands of students in many countries.

Learn MS Dynamics (www.learnmsdynamics.com)
Learn, Master & Pass Microsoft Dynamics Certifications
Learn MS Dynamics (www.learnmsdynamics.com)
  • 4.4 Instructor Rating
  • 20,593 Reviews
  • 113,513 Students
  • 25 Courses

Learn MS Dynamics is the one-stop destination for learning and mastering Microsoft Dynamics 365 (Customer Engagement, Business Central, Finance & Operations - Finance, Supply Chain Management, Talent - HR & Retail - Commerce).

Find the best courses for you to prepare for Microsoft Dynamics 365 Certifications with Practical Videos, Exam Preparation Books, and Full Practice Tests with an explanation.

Feel free to look at the available courses and enroll with confidence because you get a 30-Day No-Question-Asked money-back guarantee.

I wish you all the best.

Abhay Sharma
Founder - Learn MS Dynamics & Online CRM Training

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