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Course Outline

Configure sales settings

• configure sales territories and hierarchical sales territories
• configure auto number settings for cases, orders, and quotes
• configure business settings, including business closures, currencies, and fiscal years
• configure sales security roles and access team templates
• create and manage sales collateral

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Configure processes

• configure duplicate detection rules
• configure record creation rules
• configure sales business process flows
• create and manage playbooks

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Create and manage accounts and contacts

• create and manage accounts
• create and manage contacts
• create and manage activities

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Create and manage leads

• create and search for leads
• convert activities to leads
• perform lead qualification

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Create and manage opportunities

• manage opportunities
• track stakeholders, sales team members, and competitors
• add product line items to opportunities
• customize the Opportunity Close form

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Create and manage sales order processes

• add quotes to opportunities
• edit quotes in various stages
• manage revisions to quotes
• send quotes to customers
• convert quotes to orders
• manage orders
• manage invoices

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Create and manage products and product catalogs

• create and manage products, product bundles, and product families
• create and manage pricing lists
• create and manage discount lists

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Configure integration with external sales applications

• implement Relationship Sales
• describe use cases for Customer Insights
• implement Power BI template apps

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Create and manage goals and forecasts

• configure and use forecasts
• configure and use goals

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Implement Sales Insights

• configure standard Sales Insights features
• configure premium features, including Notes analysis, who knows whom, and Conversation Intelligence
• implement Sales accelerator
• implement premium forecasting
• configure predictive scoring models

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Manage a data model

• assign a type for a table including standard, activity, or virtual
• configure tables ownership
• create new tables or modify existing tables
• determine which type of relationships to implement including 1: N and N: N
• configure table relationship behaviors including cascading rule
•  create new relationships or modify existing relationships
• create new columns or modify existing columns
• create alternate keys for tables
• configure table properties
• configure connection roles
• create and configure views

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Create and manage logic

• define requirements for business rules
• define and implement business rule logic
• define the scope for business rules
• configure and test business rules
• configure a synchronous classic workflow

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Configure Dataverse

• configure Relevance Search
• configure auditing
• perform data management tasks including import, export, and bulk detection
• configure duplicate detection settings
• configure privacy preferences

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Configure security settings

• create and manage business units
• create and manage security roles
• create and manage users and teams
• create and manage column securit
• configure hierarchy security
• configure Azure AD group teams

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Create model-driven apps

• create and configure forms
• create and configure views
• create and configure charts
• create and configure dashboard
• configure site maps
• select applicable assets for an app including tables, forms, views, business process flows, dashboards, and charts
• share a model-drive app
• apply organizational branding by using themes

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Create canvas apps

• create a canvas app
• configure Dataverse as a data source for an app
• create canvas app screens
• implement form navigation, formulas, variables and collections, and error handling
• build reusable components and component libraries
• configure offline capabilities for apps
• run Power Automate flows based on actions that occur in a canvas app
• interpret App Checker results and resolve identified issues including accessibility issues
• manage apps
• monitor app analytics data