Manage opportunities with Dynamics 365 for Sales

Intermediate
Functional Consultant
Dynamics 365
Sales
Customer Engagement

The opportunity management capabilities in Microsoft Dynamics 365 make it easy to manage opportunities and convert more leads. In this module, you'll learn how and when opportunities are used and managed in Dynamics 365. You'll also learn about the options for creating opportunities, their relationships with other records, and how to manage them throughout their lifecycle. By providing a complete view of the customer, Dynamics 365 helps you win more deals.

In this module, you will:

  • Identify scenarios where opportunities can be used
  • Create and define opportunities
  • Work with related opportunity records
  • Manage an opportunity throughout its lifecycle

Prerequisites

The target audience should have a basic understanding of how to move around in the Dynamics 365 application, and also a working knowledge of the core records that are available. Familiarity working with leads is also helpful but isn't required.