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Microsoft Dynamics 365 for Sales

ENDED
Short Course by  NetCom Learning
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On-Site / Short Course
Ended last Nov 29, 2019
USD  595.00

Details

This course provides students with a detailed hands-on experience of the Sales features and components of Microsoft Dynamics 365. 

Attendees of this course will gain an in-depth understanding into the management of the Sales Pipeline in Dynamics 365, including Lead and Opportunity management, working with the Sales Order Process, the Product Catalog, Quotes, Orders and Invoices. The Sales Analysis features such as the Sales Reports, Sales Goal Management, Sales Charts and Dashboards are also presented in this course. 

The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments. The course objectives map directly to the MB2-717: Microsoft Dynamics 365 for Sales exam.

Outline

      1. Introduction
        1. Sales Order Process Scenarios
        2. An Introduction to Sales in Dynamics 365
        3. The Dynamics 365 Platform
        4. Dynamics 365 Sales Fundamentals
        5. Security Considerations
        6. Where to get Help
        7. Further Reading and Resources
      2. Lead Management
        1. The Lead Management Process
        2. Working with Lead Records
        3. Working with the Lead Form
        4. Lead Assignment
        5. Leads and Activities
        6. Qualifying a Lead
        7. Disqualifying a Lead
      3. Opportunities Management
        1. Introduction to Opportunities
        2. The Opportunity Views
        3. The Opportunity Form
        4. Opportunity Sales Process
        5. Closing an Opportunity
        6. Resolution Activities
      4. Products
        1. Introduction to the Product Catalog
        2. Adding Products
        3. Configuring Unit Groups
        4. Price Lists and Price List Items
        5. Product Properties, Bundles and Families
      5. Quotes, Orders and Invoices
        1. Introduction to Order Processing
        2. Adding Products to an Opportunity
        3. Working with Quotes
        4. Working with Orders
        5. Working with Invoices
      6. Sales Analysis
        1. Introduction to Sales Analysis in Dynamics 365
        2. The Sales Reports
        3. The Reporting Wizard
        4. Working with Sales Charts
        5. Working with Sales Dashboards
        6. Working with Sales Goals and Metrics

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NetCom Learning helps build innovative learning organizations in the workplace by structuring a smarter workforce, supporting learning changes, and driving learning growth. Since 1998 we have been empowering organizations to reach optimal performance results and address challenges by managing all aspects of organizational learning.

With a team of dedicated and knowledgeable learning professionals having deep subject-matter expertise, NetCom Learning has serviced over 80% of Fortune 100 companies. We've helped over 10,000 organizations achieve their business goals by offering a full complement of Managed Learning Services, including IT and business training, curriculum design and content development, learning delivery and administration, consulting and advisory services, and management of learning technology.

NetCom Learning is honored to be recognized as Microsoft's Worldwide Training Partner of the Year by Microsoft and as a Top 20 IT Training Company by TrainingIndustry.com for three years. We offer over 1,500 courses available to organizations around the world, encompassing all your technology and business training needs. From authorized or foundational training to specialized certifications, we empower organizations to achieve a competitive advantage. In addition, we provide customers with a choice of customized private programs, convenient scheduling options, flexible delivery formats, and continuous learning support, all tailored towards minimizing the skills gap and gaining maximum business impact for your organization. ...

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