Module 1: Configure Dynamics 365 Sales

• Set up and configure the application
• Use customization option
• Set up security roles

Module 2: Manage leads and opportunities with Dynamics 365 Sales

• Dynamics 365 leads overview
• Create Dynamics 365 leads
• Lead management lifecycle
• Lead qualification
• Lab – Work with Dynamics 365 leads

Module 3:Manage opportunities with Dynamics 365 Sales

• Dynamics 365 opportunity overview
• Create Dynamics 365 opportunities
• Account and team selling6 min
• Opportunity management lifecycle
• Lab – Manage opportunities in Dynamics

Module 4:Leverage Embedded Intelligence in Dynamics 365 Sales

• Embedded Intelligence overview
• Relationship assistant cards
• Auto Capture
• Email tracking
• Exercise – Build relationships by using Embedded Intelligence

Module5:Manage and organize your product catalog with Dynamics 365 Sales

• Dynamics 365 product catalog overview
• Currencies and currency management
• Define products
• Product families
• Price lists
• Product catalog settings

Module6:Process sales orders with Dynamics 365 Sales

• Sales order processing overview
• Quotes and quote management
• Orders and invoices
• Exercise – Sales order processing lifecycle

Module7:Manage relationships with relationship selling in Dynamics 365 Sales

• Overview
• Sales accelerator
• Enforce best practices with playbooks
• Manage relationship health with Sales Insights
• Sales Navigator
• Exercise – Manage relationships with playbooks and Sales Insights

Module8:Analyze Dynamics 365 sales data

• Analytical options overview
• Search tools
• Out-of-box tools10 min
• Power BI
• Use Power BI templates

Module 9: Create surveys with Dynamics 365 Customer Voice

• Create a survey project with Dynamics 365 Customer Voice
• Create surveys with Dynamics 365 Customer Voice
• Send Dynamics 365 Customer Voice surveys