Dynamics 365 Sales Expert 2023 ( Crm )

Dynamics 365 Sales Complete Course .Dynamics 365 CRM. Customer Engagement. Sales AI .Sales Copilot .MB-210.

What you'll learn

Understand Complete Sales Life Cycle

Create Free Sales Trial

Customer Management & Communication

Practical Deep Dive Demonstrations on Latest UI

Sales AI Features

Sales Copilot with CRM, Outlook and Teams

Outlook App

Integration with Power BI

Requirements

Basic Knowledge of Sales Process

Description

This course is About Microsoft Dynamics 365 Sales Module.Sales is Most used Module of Dynamics 365 Customer Engagement (CE) / CRM.This course is targeted toward sales functional Consultants, Sales Managers and Sales Persons.CRM is a Business Strategy. Microsoft Dynamics CRM is an excellent tool to execute CRM Strategy.Microsoft Dynamics 365 Sales is cloud-based solution and changes happen fast from the side of Microsoft in cloud solutions. I will try my best to keep this course updated every month so that you can remain aligned with the industry.We will Learn about Customer management, Leads management, Opportunity management, Quotes, Orders, Invoices, Complete sales Process, Reporting, Goal Management, Forecasting, Product catalog setup, Power BI Integration, Outlook App for CRM and latest Developments in the space of Sales AI like Insights and Copilot.There is a famous saying if can’t measure it does not exist. So My approach is to deliver more per unit of time so you will see useful stuff in focus and no extra fillers.you will get the opportunity to perform quizzes and practice tests that are provided in this course to measure your progress.After doing this course you will be fully confident to use Microsoft Dynamics 365 Sales to its full potential.This course will also help you to get ready to appear for the Exam of MB-210.Enjoy Learning.

Overview

Section 1: Microsoft Dynamics 365 Sales Introduction

Lecture 1 Dynamics 365 Sales Course Introduction

Section 2: Setup Free Dynamics 365 Sales Trial

Lecture 2 Setup Free Dynamics 365 Sales Trial

Section 3: Microsoft Dynamics 365 Customer Management

Lecture 3 Microsoft Dynamics 365 Account and Contact Management

Section 4: Microsoft Dynamics 365 Customer Communication ( Activities )

Lecture 4 Microsoft Dynamics 365 Activity Management

Section 5: Microsoft Dynamics 365 Sales Leads Management

Lecture 5 Dynamics 365 Sales Leads Management

Section 6: Microsoft Dynamics 365 Product Catalog Setup

Lecture 6 Microsoft Dynamics 365 Product Catalog Setup

Lecture 7 Microsoft Dynamics 365 Pricing Methods Demystified

Section 7: Microsoft Dynamics 365 Opportunity Management

Lecture 8 Microsoft Dynamics 365 Opportunity Management

Section 8: Microsoft Dynamics 365 Sales Life Cycle

Lecture 9 Dynamics 365 Sales Life Cycle ( Sales Process )

Section 9: Microsoft Dynamics 365 Sales Goal Management

Lecture 10 Dynamics 365 Sales Goal Management

Section 10: Microsoft Dynamics 365 Sales Forecasting

Lecture 11 Dynamics 365 Sales Forecasting

Section 11: Microsoft Dynamics 365 and Power BI integration

Lecture 12 Dynamics 365 Sales and Power BI integration

Section 12: Microsoft Dynamics 365 App for Outlook ( Sales )

Lecture 13 Microsoft Dynamics 365 App for Outlook

Section 13: Microsoft Sales Copilot

Lecture 14 Microsoft Sales Copilot

Section 14: Microsoft Sales Copilot with Outlook

Lecture 15 Microsoft Sales Copilot with Outlook

Section 15: Microsoft Sales Copilot with Teams

Lecture 16 Microsoft Sales Copilot with Teams

Section 16: Review and Practice

Sellers . Sales Persons . Sales Managers,Sales Functional Consultants