Microsoft Dynamics 365 Sales Essential Training

Learn how to use Microsoft Dynamics 365 to manage leads, contacts, and data and to create streamlined workflows.

Introduction

• Discover Dynamics 365 Sales
• Understanding D365 customization

1. D365 Sales: The Basics

• What is Dynamics 365 Sales?
• A quick note on navigating in Dynamics 365
• Access and sort records and views
• Use Quick Create to create a new record
• Work with search in Dynamics 365
• Build queries with advanced find
• End-user personalization options

2. Sales Efficiency with Dynamics 365

• Utilize the D365 Assistant
• What do you do with leads?
• Starting a sale: Create a lead
• Explore contact methods
• Use the timeline to add activities and notes to a lead
• Qualify a lead
• Use document storage and SharePoint integrations

3. Opportunity Management

• What is an opportunity?
• Various ways to create an opportunity
• Save time with business process flows
• Add opportunity products and suggestions
• Export Dynamics 365 data to PDF and email

4. Work with Quotes

• What is a quote?
• Activate a quote
• Revise a quote and versioning
• Close a quote

5. Work in the Field with the Mobile Application

• Access the mobile application
• Navigate the mobile app
• View, edit, and create records in the mobile app
• Business card scanner

6. Reporting and Analytics in Dynamics 365

• Use charts and dashboards
• Access Excel templates
• Review forecasts

Conclusion

• Learn more about D365 and sales