$1,000.00
• Duration: 1 Day
• Mode of Delivery: Online -Instructor-led training
• Job role: Functional Consultant
• Preparation for exam: MB-210
• Cost: USD$1000
Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more. A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Part of the Dynamics 365 Sales Functional Consultant Associate course
A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Familiarity of business applications and the desire to customize and implement them for your business.
After completing this course, students will be able to:
• Install and configure the application
• Identify common sales scenarios
• Complete a sales cycle
Module 1: Configure Dynamics 365 Sales
In this module, we will learn about configuring the sales application to fit an organization’s unique requirements.
Lessons
• Configure organization and management settings
• Create and configure sales visualizations
After completing this module, you will be able to:
• Install and configure the sales application.
• Identify common sales scenarios.
Module 2: Manage customers, leads, and opportunities
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
Lessons
• Manage customers using accounts and contacts
• Manage leads
• Manage opportunities
After completing this module, you will be able to:
• Create customer records.
• Use sales tooling.
• Create leads and opportunities.
Module 3: Process sales orders
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
Lessons
• Manage quotes, orders, and invoices
• Manage and organize the product catalog
• Manage forecasting
• Configure playbooks
After completing this module, you will be able to:
• Create and use the product catalog.
• Add quotes to opportunities.
• Complete a sale with an order.
Module 4: Integrate components with Dynamics 365 Sales
In this module, we will learn how to use sales analytics tools to empower the sales team.
Lessons
• Leverage Embedded Intelligence in Dynamics 365 Sales
• Manage relationships with social selling
After completing this module, you will be able to:
• Use Embedded Intelligence tools.
• Manage relationships using social selling tools.
Click on the following link to see the Current Course Schedule
Our minimum class-size is 3 for this course.
If there are no scheduled dates for this course, it can be customized to suit the time and skill needs of clients and it can be held online, at a rented location or at your premises.
Click on the following link below to arrange for a custom course: Enquire about a course date.
Dynamics 365 is a set of intelligent business applications that work together seamlessly and span marketing, services, sales, operations, finance, commerce, and human resources. Dynamics 365 combines CRM and ERP capabilities by bringing them together in a powerful set of applications and moving them to the cloud.
Dynamics 365 connects with Microsoft Power Platform and Microsoft Dataverse for insights, innovation, and connectivity between your data and your business processes. It consists of transactional applications, like Business Central, and finance and operations applications that help your organization automate processes and increase efficiency.
Dynamics 365 Sales enables salespeople to build strong relationships with their customers, take actions based on insights, and close deals faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. You can also create marketing lists and campaigns, and follow service cases associated with specific accounts or opportunities.
CANCELLATION POLICY – There is never a fee for cancelling seven business days before a class for any reason. Data Vision Systems reserves the right to cancel any course due to insufficient registration or other extenuating circumstances. Participants will be advised prior to doing so.
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