Dynamics 365 Sales Course
Get acquainted with one of the most popular CRM systems and learn how to apply it to your company!
What is the Dynamics 365 Sales module?
Dynamics 365 Sales is a sales process management tool that belongs to the Microsoft Dynamics 365 product family. This tool makes it easier to track the entire sales process - from the initial contact to the issuance of an invoice. In the Dynamics 365 Sales product, employees can also create tasks, plan sales work, track all communication related to the client. The tool integrates with other Microsoft products, such as - Outlook, Power BI.
Dynamics 365 Sales Course
The course is designed for:
- Those without experience with Dynamics 365 products. Sales process knowledge is useful, but not necessary.
Module topics:
- Overview of the Dynamics 365 product family
- Dynamics 365 licenses
- User interface
- Activities
- Companies and contacts
- Sales process
- Initial contact
- Opportunities
- Commercial proposals
- Invoices
- Product catalog
- Creating templates for commercial proposals and invoices
- Using the Dynamics 365 add-on for Outlook
- Creating reports
- Creating lists
- Data importing and exporting
