Audience
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.
Prerequisites
Familiarity of business applications and the desire to customize and implement them for your business.
Skills Gained
After completing this course, students will be able to:
• Install and configure the application
• Identify common sales scenarios
• Complete a sales cycle
Course outline
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.
Schedule
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.
Reviews
There are no reviews yet.