Module 1: Sales Overview
In this module students will learn the basics of sales in Dynamics 365. They will install and configure the application, as well as learn about security roles, key terms, and the data model.
Lessons
- Sales overview
- Configuring Sales
- Module summary
After completing this module, students will be able to:
- Install and configure the sales application
- Identify common sales scenarios
Module 2: Working with Opportunities
In this module students will learn how to manage customer data records, use built-in sales tools, and take a lead to an opportunity.
Lessons
- Manage customers
- Working with opportunities
- Embedded intelligence
- Playbooks
- Integrated sales tools
- Module summary
After completing this module, students will be able to:
- Create customer records
- Use sales tooling
Module 3: Quotes to Orders
In this module students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.
Lessons
- Order processing overview
- Manage product catalog
- Create and manage quotes
- Create and manage orders and invoices
- Module summary
After completing this module, students will be able to:
- Create and use the product catalog
- Add quotes to opportunities
- Complete a sale with an order
Module 4: Sales Analytics and Insights
In this module students will learn how to create and use goals, integrate with PowerBI, and enable Sales AI.
Lessons
- Overview
- Power BI
- AI for Sales
- Modules summary
After completing this module, students will be able to:
- Create and use goals
- Integrate with PowerBI
- Enable Sales AI functionality