Curso comunidad - Microsoft Dynamics 365 for Sales

Curso de comunidad.

Sin costo.

Temario

Module 1: Introduction
This module provides the attendee with an introduction to the concept of Sales in Microsoft Dynamics 365.

Lessons
Sales Order Process Scenarios
An Introduction to Sales in Dynamics 365
The Dynamics 365 Platform
Dynamics 365 Sales Fundamentals
Security Considerations
Where to get Help
Further Reading and Resources
Lab 1: Sales in Dynamics 365 Orientation

Module 2: Lead Management
This module presents the Lead Management Process in Dynamics 365. We examine the process to create and assign Lead records, how to create Leads from Activities and how to qualify and disqualify Leads. We also look at the various stages of the Lead to Opportunity Sales Process in Dynamics 365.

Lessons
The Lead Management Process
Working with Lead Records
Working with the Lead Form
Lead Assignment
Leads and Activities
Qualifying a Lead
Disqualifying a Lead
Lab 1: Working with Leads

Create a Lead record
Update a Lead record
Qualify a Lead to an Opportunity record
Disqualify a Lead record
Convert an Email activity to a Lead record

Module 3: Opportunities Management
This module presents the concepts of Opportunities in Dynamics 365. We examine the Opportunity Views and Forms, and the Opportunity Sales Process when closing an Opportunity record. We also look at Resolution Activities and how they influence the Sales Order Process.

Lessons
Introduction to Opportunities
The Opportunity Views
The Opportunity Form
Opportunity Sales Process
Closing an Opportunity
Resolution Activities
Lab 1: Working with Opportunities

Working on Opportunities
Closing an Opportunity as Lost
Closing an Opportunity as Won

Module 4: Products
In this module we will start to look at the Product Catalog in Dynamics 365. We look at how to create Products and configure Unit Groups and Price Lists. Finally, we look at Product Properties, Product Bundles and Product Families.

Lessons
Introduction to the Product Catalog
Adding Products
Configuring Unit Groups
Price Lists and Price List Items
Product Properties, Bundles and Families
Lab 1: Configuring the Product Catalog

Configure Unit Groups
Add a Product
Create and Configure a Price List
Lab 2: Working with the Product Catalog

Clone a Product
Create a Product Bundle
Create a Product Family

Module 5: Quotes, Orders and Invoices
This module presents Quotes, Orders and Invoices in Microsoft Dynamics 365. We look at how to add Products from the Product Catalog to Opportunities and Quotes, and when to use ‘write-in’ Products. This module also steps through the process to convert Quotes to Orders, Order fulfillment and the procedure of Invoice management.

Lessons
Introduction to Order Processing
Adding Products to an Opportunity
Working with Quotes
Working with Orders
Working with Invoices
Lab 1: Working with Quotes, Orders and Invoices

Add Products to an Opportunity
Add a Quote to an Opportunity
Convert a Quote to an Order and Invoice

Module 6: Sales Analysis
This module looks at the different methods available to analyse sales information that is stored in Dynamics 365. We look at the out of the box sales reports and the process to create a custom report using the Dynamics 365 Report Wizard. This module also demonstrates the Chart and Dashboard designer, as well as reviewing the out of the box sales dashboards to analyse service data.

Lessons
Introduction to Sales Analysis in Dynamics 365
The Sales Reports
The Reporting Wizard
Working with Sales Charts
Working with Sales Dashboards
Working with Sales Goals and Metrics
Lab 1: Explore the Sales Reports

Exploring the Sales Pipeline Report
Exploring the Quote Report
Lab 2: Sales Goals and Metrics

Create Goals for the Sales Team
Create a Personal View
View Sales Goals and Chart
Lab 3: Explore the Sales Charts and Dashboards

Explore the Lead and Opportunity Charts
Create a custom Sales Chart
Explore the Sales Dashboards
Create a custom Sales Dashboard