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Session Information

In this course we will provide insights into how to implement solutions that anticipate and plan customer connections, manage deals through processing and closing, and accelerate sales team performance using data analytics. You will also learn about configuring and expanding the core functionality of leads, contacts, accounts, opportunities, and supporting entities to map to the sales processes in place at the organization.

Agenda

Part 1:
  • Configure organization and management settings
  • Manage leads and opportunities
  • Manage orders and the product catalog
  • Manage goals with Dynamics 365 Sales
  • Analyze Dynamics 365 Sales data with Power BI
  • Work with Dynamics 365 Sales Insights
  • Create and send surveys with Dynamics 365 Customer Voice

Speakers

  • Manohar Reddy

    Manohar Reddy

    Microsoft Dynamics CRM Trainer & Functional Consultant
    Technofocus

  • Feridun Kadir

    Feridun Kadir

    Principal Consultant at Expert CRM Services Ltd | Microsoft Certified Trainer | Microsoft Business Applications MVP
    Technofocus

Tags
Audience Sales
Area of Interest Dynamics 365 Sales Pro
Format On-Demand
Language English
Solution Area AI Business Solutions – AI Business Process
Certifications MB-210