Dynamics 365: Customer Engagement for Sales

Delve into customer relationship management in sales

During this three-week course, you’ll understand the importance of customer relationship management and how this can help create customer loyalty and improve retention.

You’ll learn how to build a better relationship with your customers when it comes to sales, which in turn could lead to an increase in profits.

Employ effective sales strategies using Microsoft Dynamics 365

Using MS Dynamics 365 for sales, you’ll learn how this facilitates the building of relationships with your customers. You’ll also discover how it can assist in timely engagement for better communication during the whole sales process, from lead to fulfilment.

You’ll learn how to use MS Dynamics 365’s flexible framework for your organisation, understanding how to track, manage, and analyse specific parts of your sales cycle as well your overall success.

Learn how to use MS Dynamics 365 for different scenarios

You’ll understand how the components used apply to various business scenarios as well as look at the entities or record types that are used to track sales from potential to close. With this knowledge, you can determine which aspects of MS Dynamics 365 for sales framework are appropriate for your organisation.

You’ll learn how to improve customer engagement, working with new and existing customers, which can lead to better communication, retention, and sales.

This course is part of the ExpertTrack ‘Business Applications with Microsoft Dynamics 365 and Power Platform for Sales Functional Consultants’, improving your skills in your role as Sales Functional Consultant.

This course will enable sales managers, professionals, telesales workers and customer support staff to make the most of the features within Microsoft 365 and employ effective sales strategies. Get on your way to success and smashing sales targets through customer engagement.

• Course Introduction
• Course Introduction
• Sales Overview
• Configuring Sales
• Managing Customers
• Working with Opportunities
• Week 1 Wrap-Up
• Embedded Intelligence, Playbooks and Integrated Sales Tools
• Embedded Intelligence
• Playbooks
• Integrated Sales Tools
• Order Processing and Managing Product Catalogues
• Create and Manage Quotes
• Week 2 Wrap Up
• Managing Orders, Sales Analytics and Insights
• Create and Manage Orders and Invoices
• Sales Analytics and Insights
• Power BI and AI for Sales
• Course Wrap-Up