Module 1: Configure Dynamics 365 Sales

In this module, we will learn about configuring the sales application to fit an organization’s unique requirements.

Lessons

• Configure organization and management settings
• Create and configure sales visualizations
• After completing this module, you will be able to:
• Install and configure the sales application.
• Identify common sales scenarios.

Module 2: Manage customers, leads, and opportunities

In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.

Lessons

• Manage customers using accounts and contacts
• Manage leads
• Manage opportunities
• After completing this module, you will be able to:
• Create customer records.
• Use sales tooling.
• Create leads and opportunities.

Module 3: Process sales orders

In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.

Lessons

• Manage quotes, orders, and invoices
• Manage and organize the product catalog
• Manage forecasting
• Configure playbooks
• After completing this module, you will be able to:
• Create and use the product catalog.
• Add quotes to opportunities.
• Complete a sale with an order.

Module 4: Integrate components with Dynamics 365 Sales

In this module, we will learn how to use sales analytics tools to empower the sales team.

Lessons

• Leverage Embedded Intelligence in Dynamics 365 Sales
• Manage relationships with social selling
• After completing this module, you will be able to:
• Use Embedded Intelligence tools.
• Manage relationships using social selling tools.