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- What is Dynamics 365 Sales Professional and how do I get started? Get started with the basics. See how Dynamics 365 Sales Professional helps you manage customers, work with leads, and manage tasks, appointments, email, and phone calls.
In this module, you'll:
- Learn the basics of Dynamics 365 Sales Professional
- Learn about accounts and contacts
- Explore activities like phone calls, appointments, email, and tasks
- Connect with SharePoint, import data, manage users, and work with other activities in Dynamics 365 Sales Professional.
In this module, you will:
- Connect to SharePoint
- Look at importing data and installing sample data
- Manage users
- Setup email
- Work with Word and Excel templates
- Customize forms and views
- See how business process flows enhance productivity
- 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
- You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up other processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices.
In this module, you will:
- Define quote records for opportunity records
- Work a quote through its entire lifecycle
- Add and revise quote product line items
- Deliver quotes to customers
