Module 1: Sales Overview

In this module, students will learn the basics of sales in Dynamics 365. They will install and configure the application, as well as learn about security roles, key terms, and the data model.

Lessons

• Sales overview
• Configuring Sales
• Module summary

After completing this module, students will be able to:

• Install and configure the sales application
• Identify common sales scenarios

Module 2: Working with Opportunities

In this module, students will learn how to manage customer data records, use built-in sales tools, and take a lead to an opportunity.

Lessons

• Manage customers
• Working with opportunities
• Embedded intelligence
• Playbooks
• Integrated sales tools
• Module summary

After completing this module, students will be able to:

• Create customer records
• Use sales tooling

Module 3: Quotes to Orders

In this module, students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.

Lessons

• Order processing overview
• Manage product catalogue
• Create and manage quotes
• Create and manage orders and invoices
• Module summary

After completing this module, students will be able to:

• Create and use the product catalogue
• Add quotes to opportunities
• Complete a sale with an order

Module 4: Sales Analytics and Insights

In this module, students will learn how to create and use goals, integrate with PowerBI, and enable Sales AI.

Lessons

• Overview
• Power BI
• AI for Sales
• Modules summary

After completing this module, students will be able to:

• Create and use goals
• Integrate with PowerBI
• Enable Sales AI functionality

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Before attending this Dynamics 365 Customer Engagement for Sales course, you must be familiar with business applications and have the desire to customise and implement them for business.