MB-280T02: Empower sellers with Dynamics 365 Sales

Kód kurzu: NP488

Tato část není lokalizována

This two-day course is designed for IT and sales professionals looking to elevate their organization’s sales strategy using Dynamics 365 Sales. You'll explore everything from configuring lead and opportunity management to setting up a product catalog and processing sales orders. Learn how to enhance seller performance with tools like Sales accelerator, Sales Insights, Microsoft Copilot for Sales, and goal management. By the end of the course, you'll understand how to build stronger customer relationships, automate processes, and boost seller productivity across devices—including mobile.

Odborní
certifikovaní lektoři

Mezinárodně
uznávané certifikace

Široká nabídka technických
a soft skills kurzů

Skvělý zákaznický
servis

Přizpůsobení kurzů
přesně na míru

Termíny kurzu

Počáteční datum: Na vyžádání

Garantovaný

Forma: Self-paced

Délka kurzu: 16 hodin

Jazyk: en

Cena bez DPH: 6 950 Kč

Registrovat

Počáteční datum: Na vyžádání

Garantovaný

Forma: Self-paced

Délka kurzu: 16 hodin

Jazyk: en

Cena bez DPH: 1 830 Kč

Registrovat

Počáteční
datum
Místo
konání
Forma Délka
kurzu
Jazyk Cena bez DPH
G Na vyžádání Self-paced 16 hodin en 6 950 Kč Registrovat
G Na vyžádání Self-paced 16 hodin en 1 830 Kč Registrovat
G Garantovaný kurz

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Kontakt

Popis kurzu

Tato část není lokalizována

Navigate and Customize Sales Workspaces

Tailor Dynamics 365 Sales to fit your business processes.

Configure Core Sales Entities

Set up leads, opportunities, and product catalog for streamlined selling.

Automate Sales Workflows

Use business process flows to guide and optimize sales activities.

Manage Sales Transactions

Process quotes and sales orders from creation to completion.

Struktura kurzu

Tato část není lokalizována

Lesson 1: Work with Dynamics 365 Sales

Module 1.1: Create powerful customer experiences for organizations with Dynamics 365 apps

Module 1.2: Get started with Dynamics 365 Sales

Module 1.3: Set up and configure Dynamics 365 Sales

Module 1.4: Manage leads with Dynamics 365 Sales

Module 1.5: Manage opportunities with Dynamics 365 Sales

Module 1.6: Manage and organize your product catalog with Dynamics 365 Sales

Module 1.7: Process sales orders with Dynamics 365 Sales

Module 1.8: Configure forecasts in Dynamics 365 Sales

Module 1.9: Manage relationships with relationship selling in Dynamics 365 Sales

Module 1.10: Analyze Dynamics 365 Sales data

Lesson 2: Set Up and Use the Sales Accelerator Capabilities in Dynamics 365 Sales

Module 2.1: Set up Sales accelerator in Dynamics 365 Sales

Module 2.2: Create sales sequences with Sales Insights

Module 2.3: Work with segments in Dynamics 365 Sales accelerator

Module 2.4: Work with assignment rules in Dynamics 365 Sales accelerator

Module 2.5: Engage with customers through text messages in Dynamics 365 Sales

Lesson 3: Implement Goal Management in Dynamics 365 Sales and Customer Service

Module 3.1: Define and track individual goals in Dynamics 365 Sales and Customer Service

Module 3.2: Use goal metrics in Dynamics 365 Sales and Customer Service

Lesson 4: Enhance Dynamics 365 Sales with Tools and Apps

Module 4.1: Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

Module 4.2: Get started with the Dynamics 365 Sales mobile app

Lesson 5: Use Dynamics 365 Copilot for Sales

Module 5.1: Boost sales performance with Microsoft 365 Copilot for Sales

Module 5.2: Deploy and configure Microsoft 365 Copilot for Sales

Předpokládané znalosti

Tato část není lokalizována

  • Basic understanding of sales principles (required)
  • Familiarity with Dynamics 365 Sales and Customer Insights (required)
  • Experience configuring model-driven apps (required)
  • MB-910T00: Microsoft Dynamics 365 Fundamentals (CRM)

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