Microsoft Dynamics 365 Sales Expert (CRM) : 2024

Microsoft Dynamics 365 Sales Expert (CRM) : 2024, available at $59.99, has an average rating of 4.6, with 25 lectures, 13 quizzes, based on 33 reviews, and has 146 subscribers.

You will learn about Understand Complete Sales Life Cycle Create Free Sales Trial Customer Management & Communication Practical Deep Dive Demonstrations on Latest UI Sales AI Features Sales Copilot with CRM, Outlook and Teams Outlook App Integration with Power BI This course is ideal for individuals who are Sellers . Sales Persons . Sales Managers or Sales Functional Consultants It is particularly useful for Sellers . Sales Persons . Sales Managers or Sales Functional Consultants.

Enroll now: Microsoft Dynamics 365 Sales Expert (CRM) : 2024

Summary

Title: Microsoft Dynamics 365 Sales Expert (CRM) : 2024

Price: $59.99

Average Rating: 4.6

Number of Lectures: 25

Number of Quizzes: 13

Number of Published Lectures: 25

Number of Published Quizzes: 13

Number of Curriculum Items: 40

Number of Published Curriculum Objects: 40

Number of Practice Tests: 1

Number of Published Practice Tests: 1

Original Price: $89.99

Quality Status: approved

Status: Live

What You Will Learn

Understand Complete Sales Life Cycle
Create Free Sales Trial
Customer Management & Communication
Practical Deep Dive Demonstrations on Latest UI
Sales AI Features
Sales Copilot with CRM, Outlook and Teams
Outlook App
Integration with Power BI

Who Should Attend

Sellers . Sales Persons . Sales Managers
Sales Functional Consultants

Target Audiences

Sellers . Sales Persons . Sales Managers
Sales Functional Consultants

This course is About Microsoft Dynamics 365 Sales Module.

Sales is Most used Module of Dynamics 365 Customer Engagement (CE) / CRM.

This course is targeted toward sales functional Consultants, Sales Managers and Sales Persons.

CRM is a Business Strategy. Microsoft Dynamics CRM is an excellent tool to execute CRM Strategy.

Microsoft Dynamics 365 Sales is cloud-based solution and changes happen fast from the side of Microsoft in cloud solutions. I will try my best to keep this course updated every month so that you can remain aligned with the industry.

We will Learn about Customer management, Leads management, Opportunity management, Quotes, Orders, Invoices, Complete sales Process, Reporting, Goal Management, Forecasting, Product catalog setup, Power BI Integration, Outlook App for CRM and latest Developments in the space of Sales AI like Insights and Copilot.

There is a famous saying if can’t measure it does not exist. So My approach is to deliver more per unit of time so you will see useful stuff in focus and no extra fillers.

you will get the opportunity to perform quizzes and practice tests that are provided in this course to measure your progress.

After doing this course you will be fully confident to use Microsoft Dynamics 365 Sales to its full potential.

This course will also help you to get ready to appear for the Exam of MB-210.

Enjoy Learning.

Course Curriculum

Chapter 1: Microsoft Dynamics 365 Sales Introduction

Lecture 1: Dynamics 365 Sales Course Introduction

Chapter 2: Setup Free Dynamics 365 Sales Trial

Lecture 1: Setup Free Dynamics 365 Sales Trial

Chapter 3: Microsoft Dynamics 365 Customer Management

Lecture 1: Microsoft Dynamics 365 Account and Contact Management

Chapter 4: Microsoft Dynamics 365 Customer Communication ( Activities )

Lecture 1: Microsoft Dynamics 365 Activity Management

Chapter 5: Microsoft Dynamics 365 Sales Leads Management

Lecture 1: Dynamics 365 Sales Leads Management

Chapter 6: Microsoft Dynamics 365 Product Catalog Setup

Lecture 1: Microsoft Dynamics 365 Product Catalog Setup

Lecture 2: Microsoft Dynamics 365 Pricing Methods Demystified

Chapter 7: Microsoft Dynamics 365 Opportunity Management

Lecture 1: Microsoft Dynamics 365 Opportunity Management

Chapter 8: Microsoft Dynamics 365 Sales Life Cycle

Lecture 1: Dynamics 365 Sales Life Cycle ( Sales Process )

Chapter 9: Microsoft Dynamics 365 Sales Goal Management

Lecture 1: Dynamics 365 Sales Goal Management

Chapter 10: Microsoft Dynamics 365 Sales Forecasting

Lecture 1: Dynamics 365 Sales Forecasting

Chapter 11: Dashboards

Lecture 1: Personal Vs System Dashboards

Lecture 2: Single Stream & Multi Stream Interactive Dashboards

Chapter 12: Microsoft Dynamics 365 and Power BI integration

Lecture 1: Power BI Reports in Dynamics 365 Sales

Lecture 2: Dynamics 365 Sales and Power BI Dashboards

Chapter 13: Outlook Integration with Dynamics 365 Sales

Lecture 1: Microsoft Dynamics 365 App for Outlook

Lecture 2: Import Past Emails using Folder Level Tracking

Chapter 14: Sales Engagement with Sales Sequence

Lecture 1: Sales Accelerator and Sequence

Chapter 15: Microsoft Sales Copilot

Lecture 1: Microsoft Sales Copilot

Chapter 16: Microsoft Sales Copilot with Outlook

Lecture 1: Microsoft Sales Copilot with Outlook

Chapter 17: Microsoft Sales Copilot with Teams

Lecture 1: Microsoft Sales Copilot with Teams

Chapter 18: Marketing Features in Dynamics 365 Sales

Lecture 1: Marketing Lists

Lecture 2: Quick Campaign and Standard Campaign

Chapter 19: Dynamics 365 Sales Integration with Sharepoint

Lecture 1: Dynamics 365 Sales Integration with Sharepoint

Chapter 20: Review and Practice

Lecture 1: Course Review

Instructors

Neeraj Sharma
Microsoft Certified Trainer ( MS Copilot & Dynamics 365 CE)

Rating Distribution

1 stars: 0 votes
2 stars: 0 votes
3 stars: 4 votes
4 stars: 10 votes
5 stars: 19 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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