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Set up and use the sales accelerator capabilities in Dynamics 365 Sales

Offered By: Microsoft via Microsoft Learn

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Customer Engagement Courses

Course Description

Overview

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  • Module 1: Learn how to set up Sales accelerator in Dynamics 365 Sales.

    In this module, you'll:

    • Learn about the Sales accelerator and what it does.
    • Explore how to set up Sales accelerator.
    • Examine how to manage access and record types.
    • Discover how to customize the workspace.
    • Learn how to set up filtering and sorting.
    • Learn how to add the Up next widget to forms.
  • Module 2: Salespeople engage with multiple customers every single day. They're responsible to qualify leads, nurture opportunities and to do so they need to be laser focused and act effectively in a timely manner. Sales organizations continuously invest in ongoing training and coaching so that salespeople are familiar with best practices and operate according to the business processes recommended in their organization. Sequences help sellers align to these processes by following a predefined set of consecutive actions reflecting their sales organization best practices. In this module, you learn how to create and manage sequences for your organization. The following tutorials help you get started with creating a basic sequence, connecting it to a record, modifying it, and so forth.

    This module explains how to:

    • Create a basic sequence.
    • Connect a sequence to a record.
    • Disconnect a sequence from a record.
    • Edit a sequence.
    • Establish a flow to automatically connect sequences to records.
  • Module 3: Create and activate segments in Dynamics 365 Sales accelerator to group records based on conditions and connect them to sequences.

    In this module, you:

    • Examine how to create and activate segments.
    • Explore how to connect segments to sequences.
    • Learn how to view the details of a segment.
    • Explore how to manage a segment, including how to edit, change the priority, deactivate, or delete a segment.
  • Module 4: Reduce manual effort and prevent loss of unassigned records with Dynamics 365 Sales assignment rules feature.

    In this module, you'll:

    • Discover the different options that are available for assigning lead and opportunity records.
    • Explore how to specify which sellers can have records assigned to them.
    • Examine what seller attributes are and how to create them.
    • Learn about seller availability and how it impacts record assignment.
    • Examine how to create and activate assignment rules.
    • Explore the options that are available for managing rules.
    • Learn how to manage unassigned records.
  • Module 5: Engage with customers through text messaging and edit phone number features in Dynamics 365 Sales

    In this module, you'll:

    • Explore the available text messaging capabilities in Dynamics 365 Sales.
    • Learn how to set up a text messaging provider.
    • Discover how to edit phone numbers.
    • Explore how to add the text message option to forms.
    • Learn how to work with text messages.

Syllabus

  • Module 1: Module 1: Set up Sales accelerator in Dynamics 365 Sales
    • Introduction
    • Set up Sales accelerator
    • Manage record types and forms
    • Customize the Sales accelerator workspace
    • Manage filter options
    • Manage sorting options
    • Add the Up next widget to forms
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Create sales sequences with Sales Insights
    • Introduction
    • Get started with the work list
    • Tutorial 1 - Build a sales sequence
    • Tutorial 2 - Connect sequence to a record
    • Tutorial 3 - Disconnect sequence from record
    • Tutorial 4 - Editing sales sequence
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Work with segments in Dynamics 365 Sales accelerator
    • Introduction
    • Create and activate a segment
    • Connect a segment to a sequence
    • View details of a segment
    • Manage segments
    • Check your knowledge
    • Summary
  • Module 4: Module 4: Work with assignment rules in Dynamics 365 Sales accelerator
    • Introduction
    • Assignment overview
    • Define users
    • Manage seller attributes in assignment rules
    • Manage seller availability
    • Create and activate assignment rules
    • Manage assignment rules
    • View and manage unassigned records
    • Check your knowledge
    • Summary
  • Module 5: Module 5: Engage with customers through text messages in Dynamics 365 Sales
    • Introduction
    • Set up the text messaging provider
    • Edit phone numbers
    • Add a text message option to custom forms
    • Manage text message conversations
    • Check your knowledge
    • Summary

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