Managing Leads, Opportunities & Accounts

Dynamics 365 for Sales
  • 15 Videos | 1h 26m 39s
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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.

WHAT YOU WILL LEARN

  • browse leads in Microsoft Dynamics 365
    create a new lead in in Microsoft Dynamics 365
    qualify and convert leads in Microsoft Dynamics 365
    disqualify and delete leads in Microsoft Dynamics 365
    browse opportunities in Microsoft Dynamics 365
    create an opportunity in Microsoft Dynamics 365
    update opportunities in Microsoft Dynamics 365
    close and reopen opportunities in Microsoft Dynamics 365
  • share and assign records in Microsoft Dynamics 365
    browse competitors in Microsoft Dynamics 365
    create a competitor in Microsoft Dynamics 365
    add competition data in Microsoft Dynamics 365
    create accounts in Microsoft Dynamics 365
    create a contact in Microsoft Dynamics 365
    add sales documentation in Microsoft Dynamics 365

IN THIS COURSE

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