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- 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 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
- Configure AI agents in Dynamics 365 Sales to research opportunities and accelerate deal closure. Set up the Sales Opportunity Agent to identify risks and highlight key opportunities, and configure the Sales Close Agent to autonomously engage customers and drive transactions to completion.
After completing this module, you'll be able to:
- Describe the Sales Opportunity Agent and Sales Close Agent and their distinct roles
- Configure the Sales Opportunity Agent to research opportunities
- Configure the Sales Close Agent to engage with customers
- Monitor agent performance and interpret agent-generated insights
- Configure analytics and forecasting in Dynamics 365 Sales to gain visibility into pipeline health and revenue performance. Configure the Sales Research Agent for natural-language data analysis, build and manage forecasts with predictive AI, and explore dashboards, reporting, and goal tracking tools.
After completing this module, you'll be able to:
- Configure the Sales Research Agent for natural-language sales data analysis
- Configure and manage sales forecasts including premium predictive features
- Set and track sales goals using goal metrics and fiscal year settings
- Explore dashboards and reporting capabilities in Dynamics 365 Sales
