Target group

Core users Dynamics 365, functional administrators, consultants (and developers)

 

Description

You will learn how the Business Process Flow within Sales Management is structured and how to go through it starting with Potential Customer to Sales Opportunity then to Quotes, Sales Orders and Invoices.

Using a practical explanation and independent practice, you will be able to get started with Sales Management within Dynamics 365 upon completion of the training.

Preliminary Knowledge

Experience of the processes within a sales department is a plus.

Contents

  • Sales management: an introduction
  • Potential customers (Lead Management)
  • Sales opportunities
  • Product Catalog
  • Sales Order Processing
  • Metrics and Goals
  • Sales Analysis