Microsoft Dynamics 365 for Sales
Dynamics 365 for Sales allows salespeople to generate and manage leads, build relationships, nurture and close deals, and track sales goals. This course will guide you through the fundamentals of this important part of the platform.
What you'll learn
Today, in our competitive business environment, the importance of sales and happy customers can’t be underestimated. Whether you have a brick-and-mortar store, an online presence, a business-to-business model, or a business-to-consumer model, sales will make or break your business. In this course, Microsoft Dynamics 365 for Sales, you’ll learn the fundamentals of sales for Dynamics 365. First, you’ll become familiar with the Account, Contact, Lead, Opportunity, and Competitor entities and the out-of-the-box sales process. Next, you’ll explore products and their associated collateral of quotes, orders, and invoices. Finally, you’ll learn about goals, sales literature, and also take a closer look at the in-app marketing capabilities, including marketing lists, campaigns, and quick campaigns. When you’re finished with the course, you’ll have a foundational understanding of Dynamics 365 for Sales and how to use it to gain greater insight into your current and prospective customers.
Table of contents
About the author
Amber has been a software developer and technical trainer for over two decades, sharing her expertise in AI, machine learning, AWS, and Power Apps with students around the world. She has a knack for making complex tech topics easy to grasp, whether you’re a developer, designer, or business professional. Amber holds certifications in machine learning, AWS, and various Microsoft technologies, including her experience as a former Microsoft Certified Trainer. With a strong background in visual com... more