Managing Leads, Opportunities & Accounts in Dynamics 365 for Sales

Dynamics 365 for Sales    |    Beginner
  • 15 videos | 1h 26m 39s
  • Earns a Badge
Rating 4.4 of 60 users Rating 4.4 of 60 users (60)
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

  • 6m 19s
    In the Sales app in Microsoft Dynamics 365, you can use leads to keep track of business prospects that you haven't yet qualified through your sales process. A lead can be an existing or new customer that you want to do business with. You will see how to browse, open and view your sales leads. FREE ACCESS
  • 6m 24s
    The sales process begins with getting leads, which is a potential customer that has shown interest in your products or services. They can come from different sources like websites, email or phone calls. Once you start getting leads, it is important to save them and archive them in order to develop and nurture them into opportunities and ideally into a sale. You will see how to create a new lead via the navigation bar as well as the Lead section in the Sales app in Microsoft Dynamics 365. FREE ACCESS
  • Locked
    3.  Qualifying & converting leads in Dynamics 365 for Sales
    3m 34s
    In Microsoft Dynamics, after determining that a particular sales lead is interested in buying and is a serious prospect, the next step is to qualify the lead. Qualifying a lead automatically converts it to an opportunity, which represents a potential sale for a specific customer. FREE ACCESS
  • Locked
    4.  Disqualifying & deleting leads in Dynamics 365 for Sales
    4m 30s
    In Microsoft Dynamics 365, leads can be marked as disqualified. This may be necessary if a potential customer is no longer interested, has done business with a competitor or you can no longer reach them to develop the sale. When this happens, you can disqualify the lead and the lead will be deactivated. Disqualifying a lead allows you to view the record at any time and even reactivate it if the potential prospect becomes promising again. FREE ACCESS
  • Locked
    5.  Browsing opportunities in Dynamics 365 for Sales
    7m 5s
    The opportunity record type in Microsoft Dynamics 365 displays all the records that represent a potential sale to new or existing customers. Opportunities help you manage and forecast your business demands and sales revenues. You will see how to browse, open and view your opportunities. FREE ACCESS
  • Locked
    6.  Creating an opportunity in Dynamics 365 for Sales
    5m 24s
    In Microsoft Dynamics 365, a new opportunity represents a potential sale for a specific customer. When you create a new opportunity, it is added to your sales pipeline and allows your sales manager to track its progress. You will see how to access and create new sales opportunities. FREE ACCESS
  • Locked
    7.  Updating opportunities in Dynamics 365 for Sales
    6m 32s
    When working with sales opportunities in Microsoft Dynamics 365, you can update and edit any information about the potential customer at any time. You can move on to a new stage or edit information for the active stage. You can also update any information in the other data fields, which are broken up in to four different sections. FREE ACCESS
  • Locked
    8.  Closing & reopening opportunities in Dynamics 365 for Sales
    6m 37s
    Over time, as you develop and nurture a sales opportunity, you will either successfully win the sale or you may unfortunately lose the sale due to any number of reasons. Once you win or lose a sale, you need to mark the sale as closed so you know that you no longer need to develop a particular opportunity. You will see how to close an opportunity as won and as lost in Microsoft Dynamics 365. You will also see how to reopen an opportunity, which you can do for both won and lost opportunities. FREE ACCESS
  • Locked
    9.  Sharing & assigning records in Dynamics 365 for Sales
    6m 21s
    In Microsoft Dynamics, you can share records to a specific team or to specific users on your team and configure the permissions for each user. You can also assign records to a particular team or user if you want to give them full responsibility for a record. Once you assign a record, the user or team becomes the owner and therefore has full access and editing permissions. FREE ACCESS
  • Locked
    10.  Browsing competitors in Dynamics 365 for Sales
    4m 14s
    As a salesperson, it is important to keep an eye on your competition and know what you are going up against when you put your products or service on the market. In Microsoft Dynamics, you can store information about your competitors and keep track of which opportunities are associated with each competitor. You will see how to access the Competitors record type and how to open and understand the different information contained in a particular competitor record. FREE ACCESS
  • Locked
    11.  Creating a competitor in Dynamics 365 for Sales
    3m 25s
    When you sell a product or service, you will always have new competitors entering your market. To stay informed and keep track of your new competitors, you can create a new competitor record in the Sales app in Microsoft Dynamics 365. You will see how to open a new competitor form and enter basic information for your new competitor. FREE ACCESS
  • Locked
    12.  Adding competition data in Dynamics 365 for Sales
    6m 3s
    Each competitor record in Microsoft Dynamics 365 is made up of different data fields, which you can edit at any time. You can set the currency, add strengths and weaknesses as well as your opportunities that are in competition with a certain competitor. FREE ACCESS
  • Locked
    13.  Creating accounts in Dynamics 365 for Sales
    6m 53s
    Microsoft Dynamics 365 is designed to help you manage your different business relationships, whether that be B2B or B2C relationships. You can manage these relationships by creating accounts, which can be either other companies or individuals that are not associated with a specific company or organization. You will see how to create an account and add different data to the Account record form. FREE ACCESS
  • Locked
    14.  Creating a contact in Dynamics 365 for Sales
    6m 23s
    In Microsoft Dynamics 365, a contact is a person who represents a customer or potential customer, or an individual related to an account.. These contacts can be a single client or can be associated with one of your existing accounts. A contact does not necessarily have to be a customer and could be a supplier or colleague, for example. You will see how to create a contact and add different data to the Contact record form. FREE ACCESS
  • Locked
    15.  Adding sales documentation in Dynamics 365 for Sales
    6m 55s
    The Sales Literature area in Microsoft Dynamics 365 is where you can store your different sales information for your company or organization. Your sales teams can store different documents here like brochures, promotional materials, pricing guides, competitor sales material and other related documents. You will see how to view your sales literature and how to create a new sales literature record and add sales attachments. FREE ACCESS

EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE

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.

YOU MIGHT ALSO LIKE

Rating 4.5 of 1331 users Rating 4.5 of 1331 users (1331)
Rating 4.5 of 8 users Rating 4.5 of 8 users (8)
Rating 4.4 of 6009 users Rating 4.4 of 6009 users (6009)

PEOPLE WHO VIEWED THIS ALSO VIEWED THESE

Rating 4.7 of 60 users Rating 4.7 of 60 users (60)
Rating 4.2 of 32 users Rating 4.2 of 32 users (32)
Rating 4.4 of 296 users Rating 4.4 of 296 users (296)