Explore the fundamentals of Microsoft Dynamics 365 Sales

After completing this module, you will be able to:

• Explain customer engagement
• Describe Microsoft Dataverse
• List the Dynamics 365 customer engagement apps
• Describe the common components and features of the Dynamics 365 customer engagement apps

After completing this module, you will be able to:

• Describe using Dynamics 365 Sales to support the sales process
• Explain key industry and application terminology
• Get started with Dynamics 365 Sales

After completing this module, you will be able to:

• Describe how to create and qualify leads
• Describe opportunity management
• Explain sales order processing with Dynamics 365 Sales

After completing this module, you'll be able to:

• Describe Sales Insights use cases and key capabilities
• Describe Sales Navigator

• Introduction
• Define customer engagement
• Describe Microsoft Dataverse
• Examine the customer engagement apps
• Work with customers and activities
• Explain how to search and filter data
• Examine the product catalog
• Review integration technologies and use cases
• Examine out-of-the-box reporting capabilities
• Knowledge check
• Summary

• Introduction
• Review the sales process
• Explain key terminology
• Describe Dynamics 365 Sales
• Get started with Dynamics 365 Sales
• Knowledge check
• Summary

• Introduction
• Review a typical sales lifecycle
• Describe how to work with leads
• Lab: Create and manage a lead in Dynamics 365 Sales
• Review opportunity management
• Lab: Create and manage an opportunity in Dynamics 365 Sales
• Work with and manage quotes
• Examine orders and invoices
• Knowledge check
• Summary

• Introduction
• Get introduced to additional sales apps
• Introduction to Dynamics 365 Sales Insights
• Explore LinkedIn Sales Navigator
• Knowledge check
• Summary