Working with Dynamics 365 for Sales

Intermediate
Functional Consultant
Dynamics 365
Sales
Customer Engagement

Generate leads, create opportunities, and utilize embedded intelligence with Microsoft Dynamics 365 for Sales. This learning path covers the key elements of the Sales app.

Prerequisites

Target Audience should have a basic understanding of how to navigate the Dynamics 365 application. Familiarity with creating and managing lead and opportunities, as well as the Dynamics 365 product catalog is also helpful.

Modules in this learning path

Manage leads with Dynamics 365 for Sales

The lead management capabilities in Microsoft Dynamics 365 let you connect with your customers in a whole new way. This module provides an overview of what leads are, and describes the different options for creating leads, managing them, and working with them throughout their lifecycle. It also provides information about qualifying and disqualifying leads. The more leads you have, the greater your chances of getting opportunities and successfully closing deals.

Manage opportunities with Dynamics 365 for Sales

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.

Leverage Embedded Intelligence in Dynamics 365 for Sales

It takes time and effort to building a strong, lasting relationship with customers. Account executives must communicate with customers on a regular basis, and they must maintain a complete understanding of who those customers are and what they need. This module focuses on the Embedded Intelligence suite of features in Microsoft Dynamics 365 and how it can help build those relationships.

Manage and organize your product catalog with Dynamics 365 for Sales

Microsoft Dynamics 365 helps organize and manage even the most complex product catalog to support your customers in customer engagement scenarios (for example, sales and field service). In this module, you'll learn how to define products, families, and bundles, take advantage of product properties, and define price lists. You'll also learn about pricing options for increased consistency and efficiency.

Process sales orders with Dynamics 365 for Sales

You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 for Sales. But you can set up additional processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices.

Manage relationships with social selling in Dynamics 365 for Sales

Selling today is about building long standing relationships with customers. Customers should see you as a trusted advisor who can they can turn too when they need guidance. Building relationships is about knowing who your customers are, what they need, and when to engage with them. Dynamics 365s integration with applications such as Microsoft Social Engagement, and LinkedIn Sales Navigator are just two of the tools that can be integrated to build these relationships. Additionally, knowing what sales plays to execute based on specific situations, and understanding the overall health of a customers relationship with your organization can help to increase the volume and quantity of sales an organization has.

Analyze Dynamics 365 sales data

Microsoft Dynamics 365 provides multiple analytical options to help organizations drive business decisions that are based on past sales numbers and trends. For example, organizations can define custom views that show specific types of data, use charts to drill into additional details about different sales-related records, or even analyze data by using external tools like Microsoft Excel and Microsoft Power BI. Sales staff should know how to extract the data that they need, and how to present it inside Dynamics 365 in a way that lets them use the information to drive sales-related actions.