Step by Step practical guide through the Dynamics 365 sales lifecycle
This course will introduce you to:
What you’ll learn
- The learner will get a clear overview of the eight products in the Dynamic 365 suite of SAAS products.
- The learner will get a clear understanding of the Sales Life Cycle, upon which D365 sales is pivoted.
- Learn how to navigate the D365 interface and master skills to qualify leads, work opportunities and take the customer from Develop to Close out.
- The learner will master time line activities, quotes, orders, invoices, templates, AI sequencing and stage requirements from Prospecting to Propose.
Course Content
- Sales Life Cycle Dynamics 365 Sales –> 1 lecture • 18min.
- Agenda and Overview – Dynamics 365 Sales –> 1 lecture • 12min.
- Dynamics 365 Sales Interface –> 1 lecture • 7min.
- Dynamics 365 – Advanced Find and Filters –> 1 lecture • 12min.
- Dynamics 365 – Managing Columns –> 1 lecture • 7min.
- Dynamics 365 – Sorting –> 1 lecture • 6min.
- Dynamics 365 – Understanding Views –> 1 lecture • 11min.
- Dynamics 365 – Creating Views –> 1 lecture • 21min.
- Dynamics 365 – Qualifying Leads –> 1 lecture • 17min.
- Dynamics 365 – Managing the Timeline –> 1 lecture • 18min.
- Dynamics 365 – Opportunities –> 1 lecture • 13min.
- Dynamics 365 – Develop –> 1 lecture • 13min.
- Dynamics 365 – Quotes and Invoices –> 1 lecture • 14min.
- Dynamics 365 – Propose –> 1 lecture • 14min.
- Dynamics 365 – Close –> 1 lecture • 4min.
Requirements
This course will introduce you to:
- The Sales Life Cycle in Dynamics 365
- Creating new accounts and contacts
- Entering customer data
- Finding, sorting, and filtering customer records
- Qualifying leads and AI sequencing
- Working through criteria for Develop
- Propose and close stages
- Sending quotes
- Generating orders and invoices
- Drilling down into a sales report and Exporting Dynamics 365 data to Excel.
This course is designed to encourage practice within a sample environment, so that you will master the concepts without affecting real business data. Each learner is encouraged to use the appendix deck to learn how to register for a trial run for 30 days. It will take you only 5 days to master all concepts covered.
Learn how to leverage Dynamics 365 Sales. Find out why entire sales teams—managers and associates—are using this intelligent business app to transform their pipelines. In this course, the Certified Training and Change Manager, Kojo Amoo-Gottfried explores how to create sales workflows in Dynamics 365. He covers tracking customers and leads, monitoring the sales flow, marketing to leads, and dashboard reporting. Discover how to stay on top of changes to existing customers, follow up on opportunities, stay in touch with contacts using personalized email templates, and track all this data in customizable Dynamics 365 dashboards.