Introduction to Microsoft Dynamics 365 Sales Course
Aimed at introducing users with little, or no, experience of Microsoft Dynamics 365 Sales to this powerful piece of software, one of the most exciting and widely used tools on the market. You will learn how to navigate through the different areas of Microsoft Dynamics 365 Sales, exploring each element in full. Through tasks, assignments and quizzes, you will be able to gain hands-on knowledge and put what you have learnt into practice.
This course focuses on introducing users to the basic concepts behind the sales process and the use of Microsoft Dynamics 365 Sales to maximise customer engagement for an organisation. Users will be taken on a tour of different aspects of the system, through the process of creating different records, editing those records and following through the business process from lead to opportunity and from opportunity to order. Information describing the creation of quotes, sales orders and invoices is included, as well as the basic use of system dashboards and the creation of personal dashboards. Each unit comes with a set of tasks that can be used to gain experience creating information within the system as well as quizzes to test basic learner progress.
Duration: 4 hours
The topics this course covers are:
The main concepts behind the use of Dynamics 365 Sales
Basic layout and organisation of Dynamics 365 Sales
The creation and management of Accounts
The creation and management of Contacts
Setting up and qualifying Business Leads
The Business Process from Opportunity to Order
The creation and use of Activities to track progress