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Introduction to Dynamics 365 Sales

  • CMDBID 1183
  • Course Code QAD365NTRO
  • Duration 1 Days
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Microsoft Dynamics CRM Course

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Overview

This one-day introduction to Dynamics Sales course is aimed at delegates who are completely new to the Dynamics system. The course covers logging into a Dynamics online platform, navigating the screens, searching, finding and creating records, as well as exporting to Excel and using the Dynamics 365 App for Outlook.

Following this course delegates may look to expand their Dynamics 365 Sales knowledge and take course MB210 Dynamics 365 Customer Engagement for Sales

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Audience

IT professionals, system administrators, developers, analysts, architects and technical specialists responsible for implementing or supporting the technology covered in this course.

Skills Gained

By completing the Introduction to Dynamics 365 Sales QAD365NTRO course participants will gain practical knowledge, configuration skills, implementation techniques and best practice understanding relevant to real enterprise environments.

Prerequisites

Instructors will demonstrate features throughout the event. Optional Lab exercises are available for learners to complete within a learner-created free trial tenancy. Microsoft may require a valid credit card to create 30 day free tenancies which must be cancelled within 30 days to avoid incurring charges. QA have no control over the Microsoft 365 trial tenancy signup or billing process.

Outline

Module 1: Introduction to Microsoft Dynamics 365 Sales Management

  • What is Dynamics 365
  • Main Record Types

Module 2: Navigating the Dynamics 365 Sales Hub

  • Opening the Dynamics 365 Sales Hub
  • The site map and Dynamics 365 Sales app screen
  • Using the Site Map for Navigating between Entities and Dashboards
  • Personal Options
  • Lab: Navigating the Sales Hub

Module 3: Using Views & Dashboards

  • What is a view?
  • Switching between views
  • Viewing charts & Dashboards
  • Lab: Views, Dashboards & Defaults

Module 4: Searching for Records

  • The alphabet bar, sorting & filtering
  • Quick Find
  • Advanced Find
  • Creating a personal view
  • Lab: Searching for Records and Creating a Personal View

Module 5: Working with Contacts, Accounts & Competitors

  • Working with Records
  • Create a New Record
  • Mandatory & Recommended Fields
  • Working the different Field Types
  • Working with Subgrids
  • Lab A Create a New Contact
  • Lab B Create a New Account

Module 6: Creating Activity Records

  • Working with the Timeline
  • Creating Activities
  • Lab A Creating Activity Records
  • Lab B Emailing Sales Literature to a Customer

Module 7: Working with Leads & Opportunities

  • Creating Leads
  • Lab A Create a New Lead
  • Convert Email Records to Leads
  • Working with Leads
  • Lab B Creating & Qualifying Leads
  • Working with Opportunities
  • Creating Opportunities
  • Lab C Completing an Opportunity

Module 8: Exporting to Excel

  • Types of Excel Export
  • Lab Exporting Opportunities to Excel

Module 9: Dynamics 365 App for Outlook

  • Using the App for Outlook
  • Tracking Emails
  • Lab Using the Dynamics 365 App for Outlook (Optional)

Module 10: Creating Dashboards (module for Super Users)

  • Lab Creating a Personal Dashboard
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Certification

Instructors will demonstrate features throughout the event. Optional Lab exercises are available for learners to complete within a learner-created free trial tenancy. Microsoft may require a valid credit card to create 30 day free tenancies which must be cancelled within 30 days to avoid incurring charges. QA have no control over the Microsoft 365 trial tenancy signup or billing process.

What is the Introduction to Dynamics 365 Sales QAD365NTRO course about?

The Introduction to Dynamics 365 Sales QAD365NTRO course provides practical knowledge and skills used by professionals working with this technology or framework.

Who should attend the Introduction to Dynamics 365 Sales QAD365NTRO training course?

This course is designed for IT professionals, engineers, analysts, administrators and project teams who need hands-on knowledge.

Does the Introduction to Dynamics 365 Sales QAD365NTRO course include certification or an exam?

Many Introduction to Dynamics 365 Sales QAD365NTRO courses prepare participants for vendor certification exams or digital badges depending on the programme.

How can I enrol in the Introduction to Dynamics 365 Sales QAD365NTRO course?

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Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. Its a cost effective option. One on one training can be delivered too, at reasonable rates.

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LVC = Live Virtual Class

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