Dynamics 365 for Customer Engagement for Sales
- Kursuskode M-MB210
- Varighed 2 dage
Leveringsmetoder
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Leveringsmetoder
Kurset er tilgængeligt i følgende formater:
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Firma kursus
Et lukket firma kursus
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Åbent kursus
Traditionel klasserumsundervisning
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Åbent kursus (Virtuelt)
Live klasserumsundervisning du tilgår virtuelt
Anmod om dette kursus Med en anden leveringsløsning
Beskrivelse
ToppenJoin our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.
Virtuel deltagelse
Et V&C Select kursus indholder nøjagtig det samme som et almindeligt kursus. Før kursusstart modtager man kursusmaterialet. Dernæst logger man på kurset via internettet og ser via sin pc den selvsamme præsentation som de øvrige deltagere, man kommunikerer via chat med underviseren og de øvrige deltagere på kurset. Denne uddannelsesmodel er både tids-og omkostningsbesparende og kan være et oplagt alternativ til almindelig klasseundervisning, hvis man f.eks. har et begrænset rejsebudget.
Kursusdato
Toppen-
- Leveringsmetode: Åbent kursus (Virtuelt)
- Dato: 05-06 august, 2024
- Kursussted: Virtual
- Sprog: engelsk
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- Leveringsmetode: Åbent kursus (Virtuelt)
- Dato: 04-05 november, 2024
- Kursussted: Virtual
- Sprog: engelsk
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- Leveringsmetode: Åbent kursus (Virtuelt)
- Dato: 06-07 februar, 2025
- Kursussted: Virtual
- Sprog: engelsk
Målgruppe
ToppenKursets formål
ToppenAfter completing this course, you will be able to:
- Install and configure the application
- Identify common sales scenarios
- Complete a sales cycle
- Configure product catalog
- Manage customer records
- Utilize analytics tools with customer data
Kursusindhold
ToppenIn this module, we will learn about configuring the sales application to fit an organization's unique requirements.
Module 1 Lessons- Configure organization and management settings
After completing this module, students will be able to:
- Install and configure the sales application.
- Identify common sales scenarios.
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
Module 2 Lessons- Manage leads with Dynamics 365 Sales
- Manage opportunities with Dynamics 365 Sales
After completing this module, students will be able to:
- Create customer records.
- Use sales tooling.
- Create leads and opportunities.
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
Module 3 Lessons- Manage and organize your product catalog with Dynamics 365 Sales
- Process sales orders with Dynamics 365 Sales
After completing this module, students will be able to:
- Create and use the product catalog.
- Add quotes to opportunities.
- Complete a sale with an order.
In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.
Module 4 Lessons- Define and track individual goals with Dynamics 365 Sales
- Use goal metrics in Dynamics 365 Sales
After completing this module, students will be able to:
- Use rollup columns to define sales metrics.
- Track individual goals for sales and teams.
In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.
Module 5 Lessons- Analyze data in Dynamics 365 Sales
- Analyze data with Power BI
After completing this module, students will be able to:
- Analyze sales data using out-of-the-box Dynamics 365 tools
- Configure charts and dashboards to view sales data
- Use Power BI and Power BI template apps to analyze data
In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.
Module 6 Lessons- Configure Sales Insights
After completing this module, students will be able to:
- Set up and configure Sales Insights
- Work with Assistant studio
- Configure productivity intelligence
- Configure Connection insights
- Configure predictive models
In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.
module 7 Lessons- Create a survey project with Dynamics 365 Customer Voice
- Create surveys with Dynamics 365 Customer Voice
- Send Dynamics 365 Customer Voice surveys
After completing this module, students will be able to:
- Set up survey projects to organize and create surveys
- Create a survey with variables and entities
- Send Dynamics 365 Customer Voice surveys using multiple modalities
Forudsætninger
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- M-MB210
- Dynamics 365 for Customer Engagement for Sales
- Business Applications
- M-MB210, Dynamics 365 for Customer Engagement for Sales, MB-210
- Microsoft