- This module introduces learners to Dynamics 365 Sales focusing on managing leads, lead qualification, opportunities and sales orders as part of the standard sales lifecycle.
After completing this module, you'll be able:
Describe the typical sales lifecycle process looks like and how an organization might use it to manage their sales.
Describe the tools provided in Dynamics 365 Sales to assist organizations in creating, managing, and qualifying potential sales leads.
Describe the process for creating and managing opportunities.
Describe how Dynamics 365 Sales uses business process flows to provide sellers assistance while managing sales opportunities.
Describe the options available for building and delivering quotes using Dynamics 365 Sales.
Describe how to use orders and invoices.
Describe Sales Accelerator.
Describe how to use Copilot in Dynamics 365 Sales.
Describe the Sales Qualification Agent.
- This module introduces learners to sales forecasting, LinkedIn Sales Navigator and Dynamics 365 Sales Insights and Microsoft Sales Copilot.
After completing this module, you'll be able to:
Identify cases where other sales apps could be used.
Examine the sales pipeline and forecasting available in Dynamics 365 Sales.
Describe the capabilities of Dynamics 365 Sales Insights.
Describe the capabilities of LinkedIn Sales Navigator.
Examine the Dynamics 365 Sales mobile application.
Describe the capabilities of Microsoft Sales Copilot.
