Become An Expert At Microsoft Dynamics 365 For Sales (CRM)
Offered By: Udemy
Course Description
Overview
What you'll learn:
- Learn every topic in detail for Microsoft Dynamics 365 For Sales
- Learn the Microsoft Dynamics 365 Sales Process
- Learn the Lead Qualification, Opportunity Management, Quotes, Orders and Invoicing
Do you want to learn and master Microsoft Dynamics 365 For Sales? If yes, then this course is for you.More than 9 Hours of content, 80+Training Videos, this is the most comprehensive course available online.
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HERE'S WHAT STUDENTS ARE SAYING ABOUT THE COURSE:
David Kjell says "I just passed the MB2-717 Microsoft Dynamics 365 for Sales exam with score of 929 thanks to this course and practise tests. thanks"
Amit Ramsaran says "Very direct and to the point. The course content was explained quite simply and effectively. The instructor's reference to the D365 application as well made the explanations that much easier to grasp and understand"
Yorick Bickerstaff says "Thanks to this course I have perfected my knowledge and acquired the certification. An essential course for anyone who wants to understand this topic in a complete way."
Regu says "It was amazing and easy to understand also, he provides module by module, this help to segregate and study for the certification exam. Thanks to abhay Without doubt, his course helped me to get the certification in the first attempt. Thanks Abhay."
Shiry Dalal says "With my experience in Sales field, I was looking to get certified with Microsoft Dynamics 365 for Sales i.e. MB2-717 exam. I'm sure I'll pass with the practice tests and in-depth training"
Rawish Kumar says "Abhay is a really great instructor - Dynamics CRM Sales module has been a grey area for me always but not anymore :) Fingers are crossed for my certification but very confident after this course!"
Dhanvan Mehta says "This is the best course available for not only prepare for MB2-717 exam but also learn the in-depth concepts about Dynamics 365 For Sales. Highly recommended. I will update my review after taking the exam."
Rajan says "Wow, such an amazing and detailed course. I took this course for MB2-715 exam preparation but didn't know Abhay went so detail in explaining the functionalities. Kudos!"
Nageswara Reddy says "This is really a wonderful training with step by step process and case studies, you did great job, Abhay"
Lam Chun Man Francis says "After took the free introduction course from Abhay, really enjoy his real life training experience. Then immediate enrolled several paid course. Hope I can get good result on upcoming test."
and many more...
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This course is based on the outline provided byMicrosoft on their website.
This course will teach you theory as well aspractical concepts.
So, you have everything you need to become an expert at Dynamics 365 For Sales to boost your Career Growth!
WHY TAKE THIS COURSE?
Did you know, Microsoft Dynamics 365 is a cloud based Enterprise Business Solution that help companies in Sales Force Automation, Improve Customer Experience, Field Service management, Project Service Automation, Manage Financials and Operations for any business?
Dynamics 365 is one of theprimary focus of Microsoftand a lot of innovation is happening towards the improvement of this product and the companies who use Dynamics 365.
If you are a Consultant or an aspiring Consultant, then this course will help you understand Sales module of Dynamics 365.
HERE'S WHAT YOU WILL LEARN:
Topic: Welcome
Welcome
Topic: Create a Customer Organizational Structure
Module 1 Overview
Understand Important Terms
Manage Customer Records
Manage The Sales Process
Create And Qualify A Lead
Manage Opportunity And Create Quote
Create Order And Invoice
Manage Customer Communication
Create Sales Literature Repository
Identify And Manage Competitors
Module 1 Review
Topic: Manage Leads and Opportunities
Module 2 Overview
Lead Qualification Process Flow
Create And Qualify A Lead
Disqualify And Reactivate A Lead
Opportunities Inside Sales Process Flow
Create An Opportunity
Manage An Opportunity
Create Records Within An Opportunity
Close And Reopen An Opportunity
Close An Opportunity As Lost
Reopen The Closed Opportunity
Close The Opportunity As WON
Connect Opportunities With Other Records
Resolution Activities
Multiple Opportunity Views
Module 2 Review
Topic: Manage Relationship and Sales Analysis
Module 3 Overview
Overview of Relationship Insights
Configure Relationship Insights
Relationship Assistant
Track Interactions with a Specific Email
Statistical Analysis of Email Activity
Email Engagement Auto-Capture
Editable Grids
Analysis Using Built-In Reports
Export To Excel
Export To Excel Templates
Module 3 Review
Topic: Manage the Sale Process
Module 4 Overview
Sales Business Process Flow
Sales Territories
Configure Currency And Exchange Rates
Product Catalog Overview
Product Catalog - Unit Groups
Product Catalog - Products
Product Catalog - Clone Products
Product Catalog - Price Lists
Product Catalog - Pricing Methods
Product Catalog - Discount Lists
Product Catalog - Managing Multi Currencies
Product Catalog - Product Families
Product Catalog - Product Bundles
Opportunity - Line Items
Currencies And Exchange Rates
Quote Lifecycle And Management
Working With Orders
Working With Invoices
Module 4 Review
Topic: Improve Sales Performance
Module 5 Overview
Goals Inside Dynamics 365
Goal Metrics
Working With Goals
Goals Hierarchy
Rollup Queries
Export To Word Templates
Integrate Charts And Dashboards
Module 5 Review
Topic: Manage Customer Information
Module 6 Overview
Sales Functional Areas
Model Relationships And Records
Client Access Methods
Utilize The Help Center
Perform Data Management
Perform Lifecycle Management
Module 6 Review
Topic: Course Review
Course Review
This is one of the most comprehensive course available on Microsoft Dynamics 365 For Sales.
So, go ahead, enroll in this course.
Wish you all the very best.
To Your Success,
Abhay Sharma
Taught by
Online CRM Training (3E Consulting Private Limited) and Learn MS Dynamics (www.learnmsdynamics.com)
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