Dynamics 365 Sales/Sale App : 1-Day Workshop

Dynamics Edge

Provide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365. Delivered at your site.

We will work with Dynamics 365 to establish a sales process, lead qualification, account creation, contact management, opportunity, product, quote, order, and invoice. The class will discuss the Dynamics 365 Sales Force Automation tools: Relationship Assistant, Relationship Insights, Email Engagement, Sales App and Sales Hub. We will also look at LinkedIn Sales Navigator and InsideView for lead generation.

###What You'll Learn:

  • 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!

At a glance