Dynamics 365 for Sales: 1 Day Workshop

Dynamics Edge

*This workshop provides sales people, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales module and Sales App in Microsoft Dynamics 365.*

**About this Course:** In this workshop,we will work with Dynamics 365 to establish a Sales Process, Lead Qualification, Account Creation, Contact Management, Opportunity, to Product, Quote, Order and Invoice. In the class will discuss the Dynamics 365 Sales Force Automation tools: Relationship Assistant, Relationship Insights, and Email Engagement, Sales App and Sales Hub. In addition, we will look at LinkedIn Sales Navigator and InsideView for lead Generation. **Prerequisites** This course requires that you have basic computer entry skills. **Who should Attend:** The Primary audience for this workshop is sales people, managers and business analysts and anyone involved in lead generation. ### Agenda **Course Outline** * Module 1: Dynamics 365 CRM for Sales Management * Module 2: Planning how your organization will use Dynamics 365 * Module 3: Selling with Dynamics 365 Sales Apps and Sales Hub * Module 4: Setting up Sales Management for your organization * Module 5: Additional sales components * Module 6: Managing sales opportunities * Module 7: Working with the product catalog * Module 8: Sales administration * Module 9 Dynamics 365 for Marketing * Module 10: Monitoring sales progress with sales analysis * Module 11: Working with sales metrics and goals * Module 12: Reporting and Power BI * Module 13: Artificial Intelligence (AI) for salesforce automation * Module 14: Workshop review ### Deliverables **After completing this workshop, students will be able to understand and/or be able to:** * Setup Dynamics 365 for Sales for your organization * Choose the feature and functions that will benefit your organization * Work with The Sales and Sales Hub apps * Keep track of customers * Manage the sales process * Create a marketing campaign * Create and manage goals * Import and export data * Use Mobile Devices for Sales * Get better sales performance, intelligence and results!
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