Become An Expert At Microsoft Dynamics 365 For Sales (CRM)
Become An Expert At Microsoft Dynamics 365 For Sales (CRM), available at $129.99, has an average rating of 4.23, with 167 lectures, based on 1271 reviews, and has 7377 subscribers.
You will learn about Learn every topic in detail for Microsoft Dynamics 365 For Sales Learn the Microsoft Dynamics 365 Sales Process Learn the Lead Qualification, Opportunity Management, Quotes, Orders and Invoicing This course is ideal for individuals who are Microsoft Dynamics professionals looking to become an expert at Microsoft Dynamics 365 For Sales or Professionals who want to boost their career growth by learning Microsoft Dynamics 365 for Sales (Any Technology or Business Field) or Microsoft Partners who want their employees to become an expert at Dynamics 365 For Sales It is particularly useful for Microsoft Dynamics professionals looking to become an expert at Microsoft Dynamics 365 For Sales or Professionals who want to boost their career growth by learning Microsoft Dynamics 365 for Sales (Any Technology or Business Field) or Microsoft Partners who want their employees to become an expert at Dynamics 365 For Sales.
Enroll now: Become An Expert At Microsoft Dynamics 365 For Sales (CRM)
Summary
Title: Become An Expert At Microsoft Dynamics 365 For Sales (CRM)
Price: $129.99
Average Rating: 4.23
Number of Lectures: 167
Number of Published Lectures: 83
Number of Curriculum Items: 167
Number of Published Curriculum Objects: 83
Original Price: $199.99
Quality Status: approved
Status: Live
What You Will Learn
- Learn every topic in detail for Microsoft Dynamics 365 For Sales
- Learn the Microsoft Dynamics 365 Sales Process
- Learn the Lead Qualification, Opportunity Management, Quotes, Orders and Invoicing
Who Should Attend
- Microsoft Dynamics professionals looking to become an expert at Microsoft Dynamics 365 For Sales
- Professionals who want to boost their career growth by learning Microsoft Dynamics 365 for Sales (Any Technology or Business Field)
- Microsoft Partners who want their employees to become an expert at Dynamics 365 For Sales
Target Audiences
- Microsoft Dynamics professionals looking to become an expert at Microsoft Dynamics 365 For Sales
- Professionals who want to boost their career growth by learning Microsoft Dynamics 365 for Sales (Any Technology or Business Field)
- Microsoft Partners who want their employees to become an expert at Dynamics 365 For Sales
Do you want to learn and master Microsoft Dynamics 365 For Sales? If yes, then this course is for you. More than 9 Hours of content, 80+ Training Videos, this is the most comprehensive course available online.
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HERE’S WHAT STUDENTS ARE SAYING ABOUT THE COURSE:
David Kjellsays “I just passed the MB2-717 Microsoft Dynamics 365 for Sales exam with score of 929 thanks to this course and practise tests. thanks”
Amit Ramsaran says “Very direct and to the point. The course content was explained quite simply and effectively. The instructor’s reference to the D365 application as well made the explanations that much easier to grasp and understand”
Yorick Bickerstaffsays “Thanks to this course I have perfected my knowledge and acquired the certification. An essential course for anyone who wants to understand this topic in a complete way.”
Regusays “It was amazing and easy to understand also, he provides module by module, this help to segregate and study for the certification exam. Thanks to abhay Without doubt, his course helped me to get the certification in the first attempt. Thanks Abhay.”
Shiry Dalalsays “With my experience in Sales field, I was looking to get certified with Microsoft Dynamics 365 for Sales i.e. MB2-717 exam. I’m sure I’ll pass with the practice tests and in-depth training”
Rawish Kumarsays “Abhay is a really great instructor – Dynamics CRM Sales module has been a grey area for me always but not anymore 🙂 Fingers are crossed for my certification but very confident after this course!”
Dhanvan Mehta says “This is the best course available for not only prepare for MB2-717 exam but also learn the in-depth concepts about Dynamics 365 For Sales. Highly recommended. I will update my review after taking the exam.”
Rajansays “Wow, such an amazing and detailed course. I took this course for MB2-715 exam preparation but didn’t know Abhay went so detail in explaining the functionalities. Kudos!”
Nageswara Reddy says “This is really a wonderful training with step by step process and case studies, you did great job, Abhay”
Lam Chun Man Francis says “After took the free introduction course from Abhay, really enjoy his real life training experience. Then immediate enrolled several paid course. Hope I can get good result on upcoming test.”
and many more…
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This course is based on the outline provided by Microsoft on their website.
This course will teach you theory as well as practical concepts.
So, you have everything you need to become an expert at Dynamics 365 For Sales to boost your Career Growth!
WHY TAKE THIS COURSE?
Did you know, Microsoft Dynamics 365 is a cloud based Enterprise Business Solution that help companies in Sales Force Automation, Improve Customer Experience, Field Service management, Project Service Automation, Manage Financials and Operations for any business?
Dynamics 365 is one of the primary focus of Microsoft and a lot of innovation is happening towards the improvement of this product and the companies who use Dynamics 365.
If you are a Consultant or an aspiring Consultant, then this course will help you understand Sales module of Dynamics 365.
HERE’S WHAT YOU WILL LEARN:
Topic: Welcome
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Welcome
Topic: Create a Customer Organizational Structure
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Module 1 Overview
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Understand Important Terms
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Manage Customer Records
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Manage The Sales Process
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Create And Qualify A Lead
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Manage Opportunity And Create Quote
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Create Order And Invoice
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Manage Customer Communication
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Create Sales Literature Repository
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Identify And Manage Competitors
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Module 1 Review
Topic: Manage Leads and Opportunities
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Module 2 Overview
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Lead Qualification Process Flow
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Create And Qualify A Lead
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Disqualify And Reactivate A Lead
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Opportunities Inside Sales Process Flow
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Create An Opportunity
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Manage An Opportunity
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Create Records Within An Opportunity
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Close And Reopen An Opportunity
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Close An Opportunity As Lost
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Reopen The Closed Opportunity
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Close The Opportunity As WON
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Connect Opportunities With Other Records
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Resolution Activities
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Multiple Opportunity Views
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Module 2 Review
Topic: Manage Relationship and Sales Analysis
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Module 3 Overview
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Overview of Relationship Insights
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Configure Relationship Insights
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Relationship Assistant
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Track Interactions with a Specific Email
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Statistical Analysis of Email Activity
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Email Engagement Auto-Capture
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Editable Grids
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Analysis Using Built-In Reports
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Export To Excel
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Export To Excel Templates
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Module 3 Review
Topic: Manage the Sale Process
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Module 4 Overview
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Sales Business Process Flow
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Sales Territories
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Configure Currency And Exchange Rates
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Product Catalog Overview
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Product Catalog – Unit Groups
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Product Catalog – Products
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Product Catalog – Clone Products
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Product Catalog – Price Lists
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Product Catalog – Pricing Methods
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Product Catalog – Discount Lists
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Product Catalog – Managing Multi Currencies
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Product Catalog – Product Families
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Product Catalog – Product Bundles
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Opportunity – Line Items
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Currencies And Exchange Rates
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Quote Lifecycle And Management
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Working With Orders
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Working With Invoices
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Module 4 Review
Topic: Improve Sales Performance
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Module 5 Overview
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Goals Inside Dynamics 365
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Goal Metrics
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Working With Goals
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Goals Hierarchy
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Rollup Queries
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Export To Word Templates
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Integrate Charts And Dashboards
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Module 5 Review
Topic: Manage Customer Information
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Module 6 Overview
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Sales Functional Areas
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Model Relationships And Records
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Client Access Methods
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Utilize The Help Center
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Perform Data Management
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Perform Lifecycle Management
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Module 6 Review
Topic: Course Review
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Course Review
This is one of the most comprehensive course available on Microsoft Dynamics 365 For Sales.
So, go ahead, enroll in this course.
Wish you all the very best.
To Your Success,
Abhay Sharma
Course Curriculum
Chapter 1: Welcome
Lecture 1: Very Important
Lecture 2: Welcome
Lecture 3: IMPORTANT: Dynamics 365 New Interface (Must Watch)
Lecture 4: Dynamics 365 Trial New Sign Up Process
Chapter 2: Create a Customer Organisational Structure
Lecture 1: IMPORTANT: Please Read
Lecture 2: Module Overview
Lecture 3: Understand Important Terms For Dynamics 365 For Sales
Lecture 4: Manage Customer Records
Lecture 5: Manage The Sales Process
Lecture 6: Create And Qualify A Lead
Lecture 7: Manage Opportunity And Create A Quote
Lecture 8: Create Sales Order And Invoice
Lecture 9: Manage Customer Communication
Lecture 10: Create Sales Literature Repository
Lecture 11: Identify And Manage Competitors
Lecture 12: Module Review
Chapter 3: Manage Leads and Opportunities inside Dynamics 365 For Sales
Lecture 1: Module Overview
Lecture 2: Lead Qualification Process Flow
Lecture 3: Create And Qualify A Lead
Lecture 4: Disqualify And Reactivate A Lead
Lecture 5: Opportunities Inside Sales Process Flow
Lecture 6: Create An Opportunity
Lecture 7: Manage An Opportunity
Lecture 8: Create Records Within An Opportunity
Lecture 9: Close And Reopen An Opportunity
Lecture 10: Close An Opportunity As Lost
Lecture 11: Reopen The Closed Opportunity
Lecture 12: Close The Opportunity As WON
Lecture 13: Connect Opportunities With Other Records
Lecture 14: Resolution Activities
Lecture 15: Multiple Opportunity Views
Lecture 16: Module Review
Chapter 4: Manage Relationship and Sales Analysis
Lecture 1: Module Overview
Lecture 2: Overview of Relationship Insights
Lecture 3: Configure Relationship Insights
Lecture 4: Relationship Assistant
Lecture 5: Track Interactions with a Specific Email
Lecture 6: Statistical Analysis of Email Activity
Lecture 7: Email Engagement Auto-Capture
Lecture 8: Editable Grids
Lecture 9: Analysis Using Built-In Reports
Lecture 10: Export To Excel
Lecture 11: Export To Excel Templates
Lecture 12: Module Review
Chapter 5: Manage the Sale Process
Lecture 1: Module Overview
Lecture 2: Sales Business Process Flow
Lecture 3: Sales Territories
Lecture 4: Configure Currency And Exchange Rates
Lecture 5: Product Catalog Overview
Lecture 6: Product Catalog – Unit Groups
Lecture 7: Product Catalog – Products
Lecture 8: Product Catalog – Clone Products
Lecture 9: Product Catalog – Price Lists
Lecture 10: Product Catalog – Pricing Methods
Lecture 11: Product Catalog – Discount Lists
Lecture 12: Product Catalog – Managing Multi Currencies
Lecture 13: Product Catalog – Product Families
Lecture 14: Product Catalog – Product Bundles
Lecture 15: Opportunity – Line Items
Lecture 16: Currencies And Exchange Rates
Lecture 17: Quote Lifecycle And Management
Lecture 18: Working With Orders
Lecture 19: Working With Invoices
Lecture 20: Module Review
Chapter 6: Improve Sales Performance
Lecture 1: Module Overview
Lecture 2: Goals Inside Dynamics 365
Lecture 3: Goal Metrics
Lecture 4: Working With Goals
Lecture 5: Goals Hierarchy
Lecture 6: Rollup Queries
Lecture 7: Export To Word Templates
Lecture 8: Integrate Charts And Dashboards
Lecture 9: Module Review
Chapter 7: Manage Customer Information
Lecture 1: Module Overview
Lecture 2: Sales Functional Areas
Lecture 3: Model Relationships And Records
Lecture 4: Client Access Methods
Lecture 5: Utilize The Help Center
Lecture 6: Perform Data Management
Lecture 7: Perform Lifecycle Management
Lecture 8: Module Review
Chapter 8: Course Review
Lecture 1: Course Review
Lecture 2: Bonus Lecture: Online Deployment Special Program ONLY For You
Instructors
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Online CRM Training (3E Consulting Private Limited)
The Best &Most Affordable Microsoft Dynamics Training Online -
Learn MS Dynamics (www.learnmsdynamics.com)
Learn, Master & Pass Microsoft Dynamics Certifications
Rating Distribution
- 1 stars: 24 votes
- 2 stars: 19 votes
- 3 stars: 135 votes
- 4 stars: 486 votes
- 5 stars: 607 votes
Frequently Asked Questions
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!
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