Dynamics 365 for Sales Teams

1h 8mIntermediate2017-06-28

Authors

Tiffany Songvilay

SharePoint Records Management Consultant and Solutions Architect

Course details

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

Skills covered

Dynamics CRMDynamicsDynamics 365CRM SoftwareCustomer ServiceSalesBusiness Software and ToolsMicrosoft

Concepts

0. Introduction

01 - Welcome
02 - What you should know

1. Enter Customer Data

03 - Create a new account
04 - Create contacts
05 - Import contacts
06 - Bulk update records
07 - Take notes on competitors
08 - Customize an entity

2. Monitor Existing Customers

09 - Find existing records
10 - Sort and filter records
11 - Use advanced search
12 - Modify views
13 - See what's new

3. Market to Leads

14 - Add a contact to a marketing list
15 - Qualify a lead
16 - Send a quote
17 - Insert an activity
18 - Close an opportunity

4. Follow Up with Contacts

19 - Drill down into a sales report
20 - Create a dashboard layout
21 - Export data to Excel
22 - Send bulk email

Conclusion

23 - Next steps