Dynamics 365 for Sales Teams

Learn how to leverage the CRM side of Dynamics 365. Find out why entire sales teams—managers and associates—are using this intelligent business app to transform their pipelines. In this course, senior business analyst Tiffany Songvilay explores how to create sales workflows in Dynamics 365. She covers tracking customers and leads, monitoring the sales flow, marketing to leads, and reporting. Discover how to stay on top of changes to existing customers, follow up on opportunities, stay in touch with contacts using personalized email templates, and track all this data in customizable Dynamics 365 dashboards. Plus, learn how to create a hierarchy of accounts to concentrate on the most important deals.

Learning objectives
Creating new accounts and contacts
Entering customer data
Finding, sorting, and filtering customer records
Qualifying leads
Sending quotes
Drilling down into a sales report
Exporting Dynamics 365 data to Excel