Work with Dynamics 365 for Sales Professional
Generate leads, create opportunities, realize easy setup and integration, and streamline your sales processes with Microsoft Dynamics 365 for Sales Professional.
Prerequisites
A basic understanding of how to navigate the Dynamics 365 application. Familiarity with creating and managing lead and opportunities.
Course Module Details
Manage leads with Dynamics 365 for Sales (1 Hours)
The lead management capabilities in Microsoft Dynamics 365 let you connect with your customers in a whole new way. This module provides an overview of what leads are, and describes the different options for creating leads, managing them, and working with them throughout their lifecycle. It also provides information about qualifying and disqualifying leads. The more leads you have, the greater your chances of getting opportunities and successfully closing deals.
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Dynamics 365 leads overview Preview
Most sales processes begin with leads, so let's examine what a lead is in more detail. A lead is someone with an interest in what you are selling. A lead might be an existing client, or someone that you have never done business with before.
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Create Dynamics 365 leads Preview
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Lead management lifecycle Preview
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Lead qualification Preview
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Exercise - Work with Dynamics 365 leads Preview
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Check your knowledge Preview
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Summary Preview
Manage opportunities with Dynamics 365 for Sales (1 Hours)
The opportunity management capabilities in Microsoft Dynamics 365 make it easy to manage opportunities and convert more leads. In this module, you'll learn how and when opportunities are used and managed in Dynamics 365. You'll also learn about the options for creating opportunities, their relationships with other records, and how to manage them throughout their lifecycle. By providing a complete view of the customer, Dynamics 365 helps you win more deals.
Process sales orders with Dynamics 365 for Sales (30 Minutes)
You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 for Sales. But you can set up additional processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices.