Course details

Microsoft Dynamics 365: Managing Leads, Opportunities & Accounts

Microsoft Dynamics 365: Managing Leads, Opportunities & Accounts


Overview/Description
Expected Duration
Lesson Objectives
Course Number
Expertise Level


Overview/Description

To get the most out of Dynamics 365 Sales, you need to be able to work with leads, accounts, and opportunities. Explore these concepts, and discover how to create, edit, and manage them in Dynamics 365 Sales.



Expected Duration (hours)
1.5

Lesson Objectives

Microsoft Dynamics 365: Managing Leads, Opportunities & Accounts

  • Browsing leads
  • Creating a new lead
  • Qualifying & converting leads
  • Disqualifying & deleting leads
  • Browsing opportunities
  • Creating an opportunity
  • Updating opportunities
  • Closing & reopening opportunities
  • Sharing & assigning records
  • Browsing competitors
  • Creating a competitor
  • Adding competition data
  • Creating accounts
  • Creating a contact
  • Adding sales documentation

    • Course Number:
    ds_dy365s18_02_enus

    Expertise Level
    Beginner