
Master Microsoft Dynamics 365 sales by exploring contacts, accounts, leads, opportunities, quotes, orders, invoices, product catalog, and forecasting. Stay current with monthly updates and boost skills using Copilot and quizzes.
Learn About Dynamics 365 Sales Licensing options and Learn how to setup free Trial
Learn to create and qualify leads, manage duplicates with ML-driven scoring, route and assign leads, and convert leads to opportunities in the lead-to-opportunity sales process.
Explore Microsoft Dynamics 365 pricing methods, including percent of list, percent markup on current cost, percent markup on standard cost, and percent margin, with practical price calculations.
Learn how to navigate the Dynamics 365 sales lifecycle from lead creation and qualification to opportunities, quotes, orders, and invoices, including price locking, discounts, and optional ERP integration.
Master goal management in Dynamics 365 Sales by creating goals, setting targets, tracking revenue with rollup fields and queries, and using parent and child goals to monitor progress across opportunities.
Explore Dynamics 365 sales forecasting, predicting revenue within a time frame, assessing pipeline health against quotas, using org chart, product, and territory forecasts.
This course is About Microsoft Dynamics 365 Sales Module.
Sales is Most used Module of Dynamics 365 Customer Engagement (CE) / CRM.
This course is targeted toward sales functional Consultants, Sales Managers and Sales Persons to get 360 Degree view of Product.
This course will also help you to get ready to appear for the Exam of AB-210.
CRM is a Business Strategy. Microsoft Dynamics CRM is an excellent tool to execute CRM Strategy.
Microsoft Dynamics 365 Sales is cloud-based solution and changes happen fast from the side of Microsoft in cloud solutions. I will try my best to keep this course updated every month so that you can remain aligned with the industry.
We will Learn about Customer management, Leads management, Opportunity management, Quotes, Orders, Invoices, Complete sales Process, Reporting, Goal Management, Forecasting, Product catalog setup, Power BI Integration, Outlook App for CRM and latest Developments in the space of Sales AI like Insights and Copilot.
There is a famous saying if can’t measure it does not exist. So My approach is to deliver more per unit of time so you will see useful stuff in focus and no extra fillers.
you will get the opportunity to perform quizzes and practice tests that are provided in this course to measure your progress.
After doing this course you will be fully confident to use Microsoft Dynamics 365 Sales to its full potential.
Enjoy Learning.