Microsoft Dynamics 365: Intermediate Dynamics 365 for Sales

https://www.skillsoft.com/channel/microsoft-dynamics-365-2a721f4b-f403-4837-ab40-bba6cea5a190?expertiselevel=58108&technologyandversion=58109 https://www.skillsoft.com/channel/microsoft-dynamics-365-2a721f4b-f403-4837-ab40-bba6cea5a190?expertiselevel=58110&technologyandversion=58109
  • 1 Course | 53m 23s
  • 3 Books | 13h 51m
  • 3 Courses | 3h 22m 7s
  • 3 Books | 13h 51m
Likes 39
 
Harness the power of Dynamics 365, Microsoft’s suite of ERP and CRM applications designed to manage operations and client relationships.

GETTING STARTED

Managing Sales Data

  • Playable
    1. 
    Using dashboards
    5m 25s
    NOW PLAYING
  • Playable
    2. 
    Customizing dashboards
    6m 53s
    UP NEXT

GETTING STARTED

Sign-in & Setup

  • Playable
    1. 
    Signing in to Dynamics 365
    3m 28s
    NOW PLAYING
  • Playable
    2. 
    Understanding the Dynamics 365 Sales interface
    4m 51s
    UP NEXT

COURSES INCLUDED

Managing Sales Data
Properly managing sales data is vital to making a profit. Discover how to use Dynamics 365 Sales to generate and customize reports, create charts, and import and export sales data. Start by letting the dashboard organize your sales data, graphs, charts, and record lists. Next, learn how to track sales performance indicators, the sales pipeline, and sales activity metrics. This will propel you towards customizing your own dashboard with a chosen layout, desired components, and data. Other topics include how to apply filters to charts, using the Report Wizard to generate predefined and custom reports, and exporting and analyzing your data in Excel. You will learn how to use the Chart Pane and the Chart Designer to convert your data into a chart, filter it, and export it. Conclude by runing the Data Import Wizard to see imported data and create an import template.
9 videos | 53m available Badge

COURSES INCLUDED

Sign-in & Setup
Discover the basics of using Dynamics 365, the cloud-based CRM tool from Microsoft. Start by exploring the features for general navigation before learning how to sign in, navigate the module using the Sales and Sales Hub interfaces, and browse your sales records. In Microsoft Dynamics 365, each view is made up of specific data sets, or records. You will learn how to access these records in order to start managing and developing your different customer accounts and deals. The course covers how to perform different actions, such as edit, bulk edit, and create customized views.
10 videos | 56m available Badge
Managing Leads, Opportunities & Accounts
Microsoft Dynamics 365 helps you work with leads, accounts and sales opportunities in useful ways. This course explores how to create, edit and manage them using the Dynamic 365 sales service. The sales process starts with getting leads, which is a potential customer that has shown interest in your products or services. Learn how to save and archive leads to turn them into opportunities and ideally into a sale. Explore how to create, update, and browse sales opportunities, close an opportunity or win an account. You'll learn how to manage your sales relationship, add contacts, and configure record permissions, to share and assign responsibilities. Competitor records are also explored, and you'll learn how to keep track of which opportunities and data are associated with each competitor. Finally, you will explore the Sales Literature area in Microsoft Dynamics 365 where you can store your different sales information for your company or organization.
15 videos | 1h 27m available Badge
Keeping Track of Activities
Keep track of activities with Dynamics 365 Sales. In this course, see how to make phone log notes, and how to add documents and notes to a record. View and publish posts directly from a record, or via the What's New area. Send emails and links. Send bulk emails. Create email templates. Create a task. Schedule appointments and meetings. Track your calls, meetings, and tasks via the Activity Area. Use the calendar to set your daily agenda as well as schedule appointments and activities.
10 videos | 58m available Badge

EARN A DIGITAL BADGE WHEN YOU COMPLETE THESE COURSES

Skillsoft is providing you the opportunity to earn a digital badge upon successful completion on some of our courses, which can be shared on any social network or business platform.

Digital badges are yours to keep, forever.

BOOKS INCLUDED

Book

Microsoft Dynamics 365 for Dummies
Providing clear instructions and helpful tips, this expert guide will help you accelerate your digital transformation and break down silos with Microsoft Dynamics 365.
Book Duration 5h 55m Book Authors By Renato Bellu