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- Configure lead management in Dynamics 365 Sales to capture, nurture, and prioritize leads. Explore lead creation methods including integration with Customer Insights, configure predictive lead scoring, and use Copilot to surface insights that help sellers focus on the right leads.
After completing this module, you will be able to:
- Describe what a lead is and how leads are generated in Dynamics 365 Sales
- Explore the lead form and configure lead management settings
- Explain how predictive lead scoring helps prioritize leads
- Describe how Copilot assists sellers when working with leads
- Learn how to manage the full opportunity lifecycle in Dynamics 365 Sales — from creation through closure — and process quotes, orders, and invoices. Discover how Copilot assists sellers with insights and meeting preparation.
By the end of this module, you'll be able to:
- Create opportunities and manage them through their lifecycle
- Add products to opportunities and configure pricing
- Process quotes, orders, and invoices from opportunities
- Describe how Copilot assists sellers when working with opportunities
- Learn how to set up and manage the product catalog in Dynamics 365 Sales, including products, families, bundles, price lists, and catalog settings.
This module explains how to:
- Describe the components of the Dynamics 365 product catalog and how they work together
- Define products, product families, and product bundles for your organization
- Configure price lists and discount lists to support different pricing scenarios
- Manage product lifecycle states and catalog settings to optimize the seller experience
- Learn how to create emails in Dynamics 365 Customer Insights - Journeys.
This module explains how to:
- Upload images to the file library and use images in marketing content.
- Create and publish an email.
- Enhance your emails by using personalization, content blocks, content ideas, and more.
- Upload images to the file library and use images in marketing content.
- Add personalization to emails.
- Learn how to build journeys with Dynamics 365 Customer Insights - Journeys.
In this module, you'll:
- Manage segments in real-time journeys.
- Work with triggers in real-time journeys.
- Create a journey.
- Set a business goal and measure progress through a journey.
- Determine when to use attribute versus if/then branches.
- Use an A/B test within the customer journey.
- Use AI-driven, run-time channel optimization.
- Raise triggers from a journey to run another journey or Power Automate flow.
- This challenge project will test your skills in configuring Dynamics 365 Sales and Dynamics 365 Customer Insights to meet the business requirements of an organization.
In this module, you'll demonstrate your ability to:
Evaluate requirements.
Perform gap analysis of existing assets.
Create needed assets from the stated requirements.
Use Dynamics 365 Sales and Dynamics 365 Customer Insights to create a customer solution.
