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Attendees of this course will gain an in-depth understanding into the management of the Sales Pipeline in Dynamics 365, including Lead and Opportunity management, working with the Sales Order Process, the Product Catalog, Quotes,Orders and Invoices...

  • Course Start Date: 2021-10-29
  • Time: 08:30:00 - 16:30:00
  • Duration: 1 day 08:30 AM - 04:30 PM
  • Location: Virtual
  • Delivery Method(s): Virtual Instructor Led
$795.00
October 29th
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Course Outline

Pre-Requisites

Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM.

Lessons

This course provides students with a detailed hands-on experience of the Sales features and components of Microsoft Dynamics 365.

This course provides students with a detailed hands-on experience of the Sales features and components of Microsoft Dynamics 365. 

Attendees of this course will gain an in-depth understanding into the management of the Sales Pipeline in Dynamics 365, including Lead and Opportunity management, working with the Sales Order Process, the Product Catalog, Quotes,Orders and Invoices. The Sales Analysis features such as the Sales Reports, Sales Goal Management, Sales Charts and Dashboards are also presented in this course.

The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments.

What You'll Learn

After completing this course, students will be able to:
• Understand the features and tools that exist in Microsoft Dynamics 365 for SR's and Sales Managers
• Be familiar with the stages of the Sales Order Process in Microsoft Dynamics 365
• Understand the fundamentals of Lead and Opportunity Management. Be able to track, manage, qualify Leads and convert to Opportunities and related customer records in Microsoft Dynamics 365
• Know how to disqualify and cancel Leads, and convert Activity records to Leads and Opportunities
• Understand how to collaborate on Opportunities with other SR's and close Opportunity records as Won and Lost
• Be able to track Competitors and Stakeholders
• Understand how to view Resolution Activities
• Add Products and Write-In Products to Opportunities
• Build and maintain a repository of Products, Product Bundles and Product Families in the Product Catalogue
• Configure Unit Groups, Price Lists and Discount Lists
• Work with Product Properties and view a Product Hierarchy
• Create Quotes and add Products
• Work with the Sales Order Process to convert Quotes to Orders and Invoices
• Fulfil Orders and manage Invoice payments
• Explore the Sales Reports and create a custom Sales Report using the Reporting Wizard in Microsoft Dynamics 365
• Understand the significance of Sales Goal Management and Metrics in Microsoft Dynamics 365
• Explore the Sales Charts and Dashboards and create a custom Sales Dashboard in Microsoft Dynamics 365

Who Needs to Attend

This course is intended for Sales Representatives (SR), Sales Managers and End-users who have an interest in the Sales components of Dynamics 365. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. 

Outline
Module 1: Introduction

This module provides the attendee with an introduction to the concept of Sales in Microsoft Dynamics 365.
Lessons
• Sales Order Process Scenarios
• An Introduction to Sales in Dynamics 365
• The Dynamics 365 Platform
• Dynamics 365 Sales Fundamentals
• Security Considerations
• Where to get Help
• Further Reading and Resources

Module 2: Lead Management
This module presents the Lead Management Process in Dynamics 365. We examine the process to create and assign Lead records, how to create Leads from Activities and how to qualify and disqualify Leads. We also look at the various stages of the Lead to Opportunity Sales Process in Dynamics 365.
Lessons
• The Lead Management Process
• Working with Lead Records
• Working with the Lead Form
• Lead Assignment
• Leads and Activities
• Qualifying a Lead
• Disqualifying a Lead

Module 3: Opportunities Management

This module presents the concepts of Opportunities in Dynamics 365. We examine the Opportunity Views and Forms, and the Opportunity Sales Process when closing an Opportunity record. We also look at Resolution Activities and how they influence the Sales Order Process.
Lessons
• Introduction to Opportunities
• The Opportunity Views
• The Opportunity Form
• Opportunity Sales Process
• Closing an Opportunity
• Resolution Activities

Module 4: Products
In this module we will start to look at the Product Catalogue in Dynamics 365. We look at how to create Products and configure Unit Groups and Price Lists. Finally,we look at Product Properties, Product Bundles and Product Families.
Lessons
• Introduction to the Product Catalogue
• Adding Products
• Configuring Unit Groups
• Price Lists and Price List Items
• Product Properties, Bundles and Families

Module 5: Quotes, Orders and Invoices
This module presents Quotes, Orders and Invoices in Microsoft Dynamics 365. We look at how to add Products from the Product Catalogue to Opportunities and Quotes, and when to use ‘write-in' Products. This module also steps through the process to convert Quotes to Orders, Order fulfillment and the procedure of Invoice management.
Lessons
• Introduction to Order Processing
• Adding Products to an Opportunity
• Working with Quotes
• Working with Orders
• Working with Invoices

Module 6: Sales Analysis
This module looks at the different methods available to analyze sales information that is stored in Dynamics 365. We look at the out of the box sales reports and the process to create a custom report using the Dynamics 365 Report Wizard. This module also demonstrates the Chart and Dashboard designer, as well as reviewing the out of the box sales dashboards to analyze service data.
Lessons
• Introduction to Sales Analysis in Dynamics 365
• The Sales Reports
• The Reporting Wizard
• Working with Sales Charts
• Working with Sales Dashboards
• Working with Sales Goals and Metrics

Labs
Module 1: Introduction
Lab 1: Sales in Dynamics 365 Orientation
• Exploring Sales in Dynamics 365
Module 2: Lead Management
Lab 1: Working with Leads
• Create a Lead record
• Update a Lead record
• Qualify a Lead to an Opportunity record
• Disqualify a Lead record
• Convert an Email activity to a Lead record
Module 3: Opportunities Management
Lab 1: Working with Opportunities
• Working on Opportunities
• Closing an Opportunity as Lost
• Closing an Opportunity as Won
Module 4: Products
Lab 1: Configuring the Product Catalog
• Configure Unit Groups
• Add a Product
• Create and Configure a Price List
Lab 2: Working with the Product Catalog
• Clone a Product
• Create a Product Bundle
• Create a Product Family
Module 5: Quotes, Orders and Invoices
Lab 1: Working with Quotes, Orders and Invoices
• Add Products to an Opportunity
• Add a Quote to an Opportunity
• Convert a Quote to an Order and Invoice
Module 6: Sales Analysis
Lab 1: Explore the Sales Reports
• Exploring the Sales Pipeline Report
• Exploring the Quote Report
Lab 2: Sales Goals and Metrics
• Create Goals for the Sales Team
• Create a Personal View
• View Sales Goals and Chart
Lab 3: Explore the Sales Charts and Dashboards
• Explore the Lead and Opportunity Charts
• Create a custom Sales Chart
• Explore the Sales Dashboards
• Create a custom Sales Dashboard

Cancellation Policy

We require 16 calendar days notice to reschedule or cancel any registration. Failure to provide the required notification will result in 100% charge of the course. If a student does not attend a scheduled course without prior notification it will result in full forfeiture of the funds and no reschedule will be allowed. Within the required notification period, only student substitutions will be permitted. Reschedules are permitted at anytime with 16 or more calendar days notice. Enrollments must be rescheduled within six months of the cancel date or funds on account will be forfeited.

Training Location

Online Classroom
your office

your city, your province
your country   

About Global Knowledge

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Global Knowledge is the world's leading learning services and professional development solutions provider. We deliver learning solutions to support customers as they adapt to key business transformations and technological advancements that drive the way that organizations around the world differentiate themselves and thrive. Our learning programs, whether designed for a global organization or an individual professional, help businesses close skills gaps and foster an environment of continuous talent development.

Training Provider Rating

This vendor has an overall average rating of 4.38 out of 5 based on 431 reviews.

I would never take another course that starts at 11AM and goes to 9PM again. The way the course was laid out really took away from ... Read more
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I would never take another course that starts at 11AM and goes to 9PM again. The way the course was laid out really took away from the capturing of what was presented as it was 5-6 hours of watching a screen before getting to the actual labs. There has to be a better way to lay out this particular course. In my previous course, the lectures were broken up by labs which worked out fantastic and kept you engaged in the course. There were days when in order to actually complete the labs, would go over the 9PM day end time frame. Was able to get the primary labs done, but if you want to get all the content completed, you cannot complete it in the window of this course, you will need to come back on your own time.

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Instructor was great
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Wasn’t as advanced as I thought it would be. There was an issue when the day my course was the first time they used a new platfo ... Read more
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Wasn’t as advanced as I thought it would be. There was an issue when the day my course was the first time they used a new platform.. from adobe to something called zoom; I had to call support line cause it stated our instructor wasn’t present. Thankfully I called cause everyone online was in the adobe virtual classroom waiting for what looked like a teacher who didn’t show up for class (IT didn’t get anything resolved until 10mins after start time). I felt like he was really getting hung up on very basic knowledge for the first half of the course (talking about how to create tabs and drag formulas as an example). I completed files a few times before he was done explaining. There was a scheduled fire drill for them (roughly 30mins)that also cut into our time, which wasn’t deducted from the hour lunch break or the two, fifteen min breaks. I also really wish he touched base more on the automating workbook functions portion which we barely did. I'm happy there were/are those study guides (learning videos) and exams to take on my own time that I hope after I've had the class are still available for me to learn from.

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