Öppna kurser

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practises, learning from your data and more. This course will take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customisation options you will learn how to enable sales staff to be their most productive selves.

A Dynamics 365 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.


  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure product catalogue
  • Manage customer records
  • Utilise analytics tools with customer data


Module 1: Configure Dynamics 365 Sales
  • Configure organisation and management settings
  • Create and configure sales visualisations
Module 2: Manage customers, leads, and opportunities
  • Manage customers using accounts and contacts
  • Manage leads
  • Manage opportunities
Module 3: Process sales orders
  • Manage quotes, orders, and invoices
  • Manage and organise the product catalogue
  • Manage forecasting
  • Configure playbooks
Module 4: Integrate components with Dynamics 365 Sales
  • Leverage Embedded Intelligence in Dynamics 365 Sales
  • Manage relationships with social selling

Kursen levereras genom utbildningspartner: Learning Tree