• Presencial
  • Training

MB-210: Microsoft Dynamics 365 Sales


Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers.

Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more.Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal.  Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.

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Destinatários

A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Pré-requisitos

Familiarity of business applications and the desire to customize and implement them for your business.

Objetivos

You will learn to:

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle

Programa

  • Configure Dynamics 365 Sales
  • Manage leads and opportunities with Dynamics 365 Sales
  • Manage orders and the product catalog with Dynamics 365 Sales
  • Manage goals with Dynamics 365 Sales
  • Analyze Dynamics 365 Sales data
  • Work with Dynamics 365 Sales Insights
  • Create surveys with Dynamics 365 Customer Voice

 

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

Lab : Lab 1.1: Validate lab environment

Manage leads and opportunities with Dynamics 365 Sales

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 leads with Dynamics 365 Sales
  • Manage opportunities with Dynamics 365 Sales

Lab : Lab 2.1: Manage customers

Manage orders and the product catalog with Dynamics 365 Sales

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 and organize your product catalog with Dynamics 365 Sales
  • Process sales orders with Dynamics 365 Sales

Manage goals with Dynamics 365 Sales

In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.

Lessons

  • Define and track individual goals with Dynamics 365 Sales
  • Use goal metrics in Dynamics 365 Sales

Analyze Dynamics 365 Sales data

In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.

Lessons

  • Analyze data in Dynamics 365 Sales
  • Analyze data with Power BI

Work with Dynamics 365 Sales Insights

In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.

Lessons

  • Configure Sales Insights

Create surveys with Dynamics 365 Customer Voice

In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.

Lessons

  • Create a survey project with Dynamics 365 Customer Voice
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys

Outras Edições

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Dados Pessoais

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   Os seus dados pessoais são recolhidos em conformidade com o Regulamento Geral de Proteção de Dados (RGPD).Consente que os seus dados sejam utilizados, nos termos da nossa Politica de Privacidade, para o contacto/envio de:

   Ações de informação, de marketing de produtos e serviços, como campanhas e eventos?

Para mais informações, consulte a Política de Privacidade do Grupo Rumos. Pode retirar o seu consentimento a qualquer momento, através do botão “Cancelar subscrição” ou “Unsubscribe” que estão presentes em cada comunicação enviada, bem como exercer os direitos descritos na política de privacidade

MB-210: Microsoft Dynamics 365 Sales

  • Datas
    10 Out a 10 Out 2022
    Lisboa
  • Horário
    Laboral
    das 9h00 às 17h00
  • Nº Horas
    7
  • Preço
    560€

MB-210: Microsoft Dynamics 365 Sales

Área

Dados

Como chegou até nós

Os seus dados pessoais são recolhidos em conformidade com o Regulamento Geral de Proteção de Dados (RGPD).

Consente que os seus dados sejam utilizados, nos termos da nossa Politica de Privacidade, para o contacto/envio de:

Ações de informação, de marketing de produtos e serviços, como campanhas e eventos?

Para mais informações, consulte a Política de Privacidade do Grupo Rumos.
pode retirar o seu consentimento a qualquer momento através do botão Cancelar subscrição ou Unsubscribe que estão presentes em cada comunicação enviada, bem como exercer os direitos descritos na politica de privacidade