Empower sellers with Dynamics 365 Sales

Outline

• Create powerful customer experiences for organizations with Dynamics 365 apps
  • Dynamics 365 customer experience apps in an organization’s journey
  • Work with the other Dynamics 365 apps as part of a customer engagement solution
  • Work with Copilot in the Dynamics 365 customer engagement apps
  • Check your knowledge
• Get started with Dynamics 365 Sales
  • Overview of Sales products
  • Navigate in Dynamics 365 Sales
  • Manage customers
  • Copilot in Dynamics 365 Sales
  • In-app marketing
  • Check your knowledge
• Set up and configure Dynamics 365 Sales
  • Set up and configure the application
  • Use customization options
  • Document management
  • Set up security roles
  • Configure Copilot in Sales
  • Check your knowledge
• Manage leads with Dynamics 365 Sales
  • Dynamics 365 leads overview
  • Create Dynamics 365 leads
  • Lead management lifecycle
  • Lead qualification
  • Use Copilot with leads
  • Lab - Work with Dynamics 365 leads
  • Lead data management tools
  • Check your knowledge
• Manage opportunities with Dynamics 365 Sales
  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling
  • Opportunity management lifecycle
  • Use Copilot with opportunities
  • Lab - Manage opportunities in Dynamics 365
  • Check your knowledge
• Manage and organize your product catalog with Dynamics 365 Sales
  • Dynamics 365 product catalog overview
  • Currencies and currency management
  • Define products
  • Product families
  • Price lists
  • Product catalog settings
  • Exercise - Set up the product catalog
  • Check your knowledge
• Process sales orders with Dynamics 365 Sales
  • Sales order processing overview
  • Quotes and quote management
  • Orders and invoices
  • Exercise - Sales order processing lifecycle
  • Check your knowledge
• Configure forecasts in Dynamics 365 Sales
  • Build forecasts
  • Manage forecasts
  • Configure advanced features
  • Premium features
  • Check your knowledge
• Manage relationships with relationship selling in Dynamics 365 Sales
  • Overview
  • Sales accelerator
  • Manage relationship health with Sales Insights
  • Sales Navigator
  • Check your knowledge
• Analyze Dynamics 365 sales data
  • Analytical options overview
  • Search tools
  • Out-of-box tools
  • Power BI
  • Use Power BI templates
  • Lab - Analyze data
  • Check your knowledge
• Set up Sales accelerator in Dynamics 365 Sales
  • 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
  • Sales acceleration reporting
  • Check your knowledge
• Create sales sequences with Sales Insights
  • 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
• Work with segments in Dynamics 365 Sales accelerator
  • Create and activate a segment
  • Connect a segment to a sequence
  • View details of a segment
  • Manage segments
  • Check your knowledge
• Work with assignment rules in Dynamics 365 Sales accelerator
  • Assignment overview
  • Define users
  • Manage seller attributes in assignment rules
  • Create and activate assignment rules
  • Manage assignment rules
  • View and manage unassigned records
  • Check your knowledge
• Engage with customers through text messages in Dynamics 365 Sales
  • Set up the text messaging provider
  • Edit phone numbers
  • Add a text message option to custom forms
  • Manage text message conversations
  • Check your knowledge
• Define and track individual goals in Dynamics 365 Sales and Customer Service
  • Overview of goals
  • Defining individual goals
  • Parent and child goals
  • Exercise - Measuring customer success using goals
  • Check your knowledge
• Use goal metrics in Dynamics 365 Sales and Customer Service
  • Overview
  • Fiscal year settings
  • Goal metrics
  • Exercise - Defining goal metrics
  • Check your knowledge
• Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
  • Set up mailboxes
  • Server-side sync
  • Document management options
  • Document management
  • Deploy the app for Outlook
  • Set up Dynamics 365 App for Outlook
  • Integrate with Microsoft Teams
  • Check your knowledge
• Get started with the Dynamics 365 Sales mobile app
  • Deploy the mobile app
  • Use the mobile app
  • Manage records
  • Customize form views
  • Set up push notifications
  • Check your knowledge

Get started with Dynamics 365 Sales

• Overview of Sales products
• Navigate in Dynamics 365 Sales
• Manage customers
• Copilot in Dynamics 365 Sales
• In-app marketing

Set up and configure Dynamics 365 Sales

• Set up and configure the application
• Use customization options
• Document management
• Set up security roles
• Configure Copilot in Sales

Manage leads with Dynamics 365 Sales

• Dynamics 365 leads overview
• Create Dynamics 365 leads
• Lead management lifecycle
• Lead qualification
• Use Copilot with leads
• Lead data management tools

Manage opportunities with Dynamics 365 Sales

• Dynamics 365 opportunity overview
• Create Dynamics 365 opportunities
• Account and team selling
• Opportunity management lifecycle
• Use Copilot with opportunities

Manage and organize your product catalog with Dynamics 365 Sales

• Dynamics 365 product catalog overview
• Currencies and currency management
• Define products
• Product families
• Price lists
• Product catalog settings

Process sales orders with Dynamics 365 Sales

• Sales order processing overview
• Quotes and quote management
• Orders and invoices

Configure forecasts in Dynamics 365 Sales

• Build forecasts
• Manage forecasts
• Configure advanced features
• Premium features

Manage relationships with relationship selling in Dynamics 365 Sales

• Overview
• Sales accelerator
• Manage relationship health with Sales Insights
• Sales Navigator

Analyze Dynamics 365 sales data

• Analytical options overview
• Search tools
• Out-of-box tools
• Power BI
• Use Power BI templates

Set up Sales accelerator in Dynamics 365 Sales

• 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
• Sales acceleration reporting

Create sales sequences with Sales Insights

• 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

Work with segments in Dynamics 365 Sales accelerator

• Create and activate a segment
• Connect a segment to a sequence
• View details of a segment
• Manage segments

Work with assignment rules in Dynamics 365 Sales accelerator

• 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

Engage with customers through text messages in Dynamics 365 Sales

• Set up the text messaging provider
• Edit phone numbers
• Add a text message option to custom forms
• Manage text message conversations

Define and track individual goals in Dynamics 365 Sales and Customer Service

• Overview of goals
• Defining individual goals
• Parent and child goals

Use goal metrics in Dynamics 365 Sales and Customer Service

• Overview
• Fiscal year settings
• Goal metrics

Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

• Set up mailboxes
• Server-side sync
• Document management options
• Document management
• Deploy the app for Outlook
• Set up Dynamics 365 App for Outlook
• Integrate with Microsoft Teams

Get started with the Dynamics 365 Sales mobile app

• Deploy the mobile app
• Use the mobile app
• Manage records
• Customize form views
• Set up push notifications