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Overview

Dynamics 365 Sales helps accelerate sales teams’ efforts with relationship-building tools and AI-driven insights. In this course, students will learn how to configure and leverage Dynamics 365 Sales to set sales teams up for success. First, students will set up and configure lead and opportunity management strategies. Then students will organize their product catalog and process sales orders. Finally, students will leverage relationship selling features, the Sales accelerator, and Sales Insights. In this course students will also learn how to set up and deploy Microsoft Copilot for Sales, a productivity tool to help sellers inside and outside Dynamics 365 Sales. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam.
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What You'll Learn

  • How customer engagement apps can be used in an organization
  • How Dynamics 365 and Power Platform can be used with customer engagement apps
  • The Dynamics 365 Sales application and how organizations can use it.
  • Core elements of the application and how to navigate within it.
  • Management of customers in the application, and how to work with in-app marketing features.
  • Learn about the key features of Dynamics 365 Sales and how it can help your organization.
  • Configure key settings that organizations should customize when setting up the application.
  • Set up the included security roles for sales users.
  • Examine the lead qualification process in Dynamics 365 from beginning to end
  • Identify the different options that are available for creating and defining leads
  • Use business process flows to manage the lead lifecycle
  • Qualify and disqualify leads
  • Identify scenarios where opportunities can be used.
  • Create and define opportunities.
  • Work with related opportunity records
  • Manage an opportunity throughout its lifecycle.
  • Set up unit groups to help control how products are sold
  • Create product family hierarchies that include product bundles and individual products
  • Set up product pricing data by creating price lists and price list items
  • Use discount lists to provide volume discount pricing
  • Define quote records for opportunity records
  • Work a quote through its entire lifecycle
  • Add and revise quote product line items
  • Deliver quotes to customers
  • Configuration of forecasts based on specific needs.
  • Available forecast management and advanced configuration options.
  • Available premium forecasting features.
  • Discover best practices
  • Manage relationship health with Sales Insights
  • Recognize features of Sales Navigator
  • Review analytical options
  • Describe searching tools
  • Utilize Power BI to view data
  • Analyze data
  • Create and manage individual goals
  • Use Parent and Child goals
  • Monitor goal progress
  • Determine with metrics are needed to build efficient customer service goals
  • Modify Fiscal Year settings to align goal progress
  • Define Goal Metrics for an Organization
  • Create custom Roll-up columns and Queries
  • Integrate email with Microsoft Dataverse to show emails as activities in Dynamics 365 applications and model-driven apps.
  • Examine server-side synchronization and learn why it matters in Power Platform implementations.
  • Review and set up document management options that are available through Microsoft SharePoint.
  • Learn about the app for Outlook and how to deploy it.
  • Tailor the app for Outlook.
  • Learn how to deploy and use the Dynamics 365 Sales mobile app.
  • Manage records.
  • Customize form views.
  • Set up push notifications.
  • Learn about the Sales accelerator and what it does.
  • Explore how to set up Sales accelerator.
  • Examine how to manage access and record types.
  • Discover how to customize the workspace.
  • Learn how to set up filtering and sorting.
  • Learn how to add the Up next widget to forms.
  • Create a basic sequence.
  • Connect a sequence to a record.
  • Disconnect a sequence from a record.
  • Edit a sequence.
  • Establish a flow to automatically connect sequences to records.
  • Examine how to create and activate segments.
  • Explore how to connect segments to sequences.
  • Learn how to view the details of a segment.
  • Explore how to manage a segment, including how to edit, change the priority, deactivate, or delete a segment.
  • Discover the different options that are available for assigning lead and opportunity records.
  • Explore how to specify which sellers can have records assigned to them.
  • Examine what seller attributes are and how to create them.
  • Learn about seller availability and how it impacts record assignment.
  • Examine how to create and activate assignment rules.
  • Explore the options that are available for managing rules.
  • Learn how to manage unassigned records.
  • Explore the available text messaging capabilities in Dynamics 365 Sales.
  • Learn how to set up a text messaging provider.
  • Discover how to edit phone numbers.
  • Explore how to add the text message option to forms.
  • Learn how to work with text messages.

Who Should Attend

This course is designed for IT or sales professionals who want to learn how to leverage Dynamics 365 Sales and Microsoft Copilot for Sales for their organizations. Students should have knowledge in basic sales principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.
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Prerequisites

<p><strong>Please review the prerequisites listed for each module in the course content and click on the provided links for more information.</strong></p>

Learning Journey

Coming Soon...

1. Work with Dynamics 365 Sales

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

2. Set up and use the sales accelerator capabilities in Dynamics 365 Sales

Learn how to set up and configure Dynamics 365 Sales to use sales accelerator features. Use the Sales accelerator so sellers can sell build a sales pipeline, using automated recommendations throughout a sales sequence that helps accelerate the sales process.

3. Implement goal management in Dynamics 365 Sales and Customer Service

Apply goal management to track your individual, parent, and child goals. Analyze the results of your goal management to make better business decisions.

4. Enhance Dynamics 365 Sales with tools and apps

Tools like Microsoft 365 apps and the Dynamics 365 Sales mobile app empower your salespeople to use Dynamics 365 Sales to its fullest potential. This learning path covers the additional tools and applications that allow your sales team to create cohesive customer experiences, even on the go.

Frequently Asked Questions (FAQs)

  • Why get Microsoft certified?

    Microsoft certifications validate your skills and expertise in Microsoft technologies and solutions, demonstrating your ability to design, implement, and manage cutting-edge technologies.

    These certifications are globally recognized and highly sought after by employers, as they signify your proficiency in using Microsoft products and services to drive innovation and solve business challenges.

    Microsoft-certified professionals are in high demand, opening doors to new career opportunities and higher earning potential.

  • What to expect for the examination?

    Microsoft certification exams are designed to assess your knowledge and skills in specific Microsoft technologies and solutions.

    Exams typically consist of multiple-choice, multiple-select, and case study questions, and some may include lab simulations to evaluate your practical skills.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • How long is Microsoft certification valid for?

    Most Microsoft role-based and specialty certifications are valid for one year from the date of passing the exam.

    To maintain your certification, you will need to renew it annually by passing a free online assessment on Microsoft Learn.

    However, Microsoft Applied Skills credentials and Fundamentals certifications do not expire.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • Why take this course with Trainocate?

    Here’s what sets us apart:

    - Global Reach, Localized Accessibility: Benefit from our geographically diverse training hubs in 24 countries (and counting!).

    - Top-Rated Instructors: Our team of subject matter experts (with high average CSAT and MTM scores) are passionate to help you accelerate your digital transformation.

    - Customized Training Solutions: Choose from on-site, virtual classrooms, or self-paced learning to fit your organization and individual needs.

    - Experiential Learning: Dive into interactive training with our curated lesson plans. Participate in hands-on labs, solve real-world challenges, and take on comprehensive assessments.

    - Learn From The Best: With 30+ authorized training partnerships and countless awards from Microsoft, AWS, Google – you're guaranteed learning from the industry's elite.

    - Your Bridge To Success: We provide up-to-date course materials, helpful exam guides, and dedicated support to validate your expertise and elevate your career.

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