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Udemy

Microsoft Dynamics 365 Sales Expert [ Copilot + PowerApps ]

via Udemy

Overview

Dynamics 365 Sales Complete Course . MB-280 .Dynamics 365 CRM / Customer Engagement

What you'll 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

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 to get 360 Degree view of Product.

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.

Syllabus

  • Microsoft Dynamics 365 Sales Introduction
  • Setup Free Dynamics 365 Sales Trial
  • Microsoft Dynamics 365 Customer Management
  • Microsoft Dynamics 365 Customer Communication ( Activities )
  • Microsoft Dynamics 365 Sales Leads Management
  • Microsoft Dynamics 365 Product Catalog Setup
  • Microsoft Dynamics 365 Opportunity Management
  • Microsoft Dynamics 365 Sales Life Cycle
  • Microsoft Dynamics 365 Sales Goal Management
  • Microsoft Dynamics 365 Sales Forecasting
  • Dashboards
  • Microsoft Dynamics 365 and Power BI integration
  • Filter and Visualize with Copilot
  • Outlook Integration with Dynamics 365 Sales
  • Sales Engagement with Sales Sequence
  • Microsoft Sales Copilot
  • Microsoft Sales Copilot with Outlook
  • Microsoft Sales Copilot with Teams
  • Marketing Features in Dynamics 365 Sales
  • Dynamics 365 Sales Integration with Sharepoint
  • Dynamics 365 Sales Mobile Offline
  • Import your Own Data
  • Review and Practice

Taught by

Neeraj Sharma MVP

Reviews

4.6 rating at Udemy based on 207 ratings

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