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O tym kursie
Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more.Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.
Profil odbiorcy
A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Czego się nauczysz?
In this module, we will learn about configuring the sales application to fit an organization's unique requirements.
Lessons
Lab : Lab 1.1: Validate lab environment
After completing this module, you will be able to:
Install and configure the sales application.
Identify common sales scenarios.
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
Lessons
Manage leads with Dynamics 365 Sales
Manage opportunities with Dynamics 365 Sales
Lab : Lab 2.1: Manage customers
After completing this module, you will be able to:
Create customer records.
Use sales tooling.
Create leads and opportunities.
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
Lessons
Manage and organize your product catalog with Dynamics 365 Sales
Process sales orders with Dynamics 365 Sales
After completing this module, you will be able to:
Create and use the product catalog.
Add quotes to opportunities.
Complete a sale with an order.
In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.
Lessons
Define and track individual goals with Dynamics 365 Sales
Use goal metrics in Dynamics 365 Sales
After completing this module, you will be able to:
Use rollup columns to define sales metrics.
Track individual goals for sales and teams.
In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.
Lessons
Analyze data in Dynamics 365 Sales
Analyze data with Power BI
After completing this module, you will be able to:
Analyze sales data using out-of-the-box Dynamics 365 tools
Configure charts and dashboards to view sales data
Use Power BI and Power BI template apps to analyze data
In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.
Lessons
After completing this module, you will be able to:
Set up and configure Sales Insights
Work with Assistant studio
Configure productivity intelligence
Configure Connection insights
Configure predictive models
In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.
Lessons
Create a survey project with Dynamics 365 Customer Voice
Create surveys with Dynamics 365 Customer Voice
Send Dynamics 365 Customer Voice surveys
After completing this module, students will be able to:
Set up survey projects to organize and create surveys
Create a survey with variables and entities
Send Dynamics 365 Customer Voice surveys using multiple modalities
Familiarity of business applications and the desire to customize and implement them for your business.
Firma jest Autoryzowanym Ośrodkiem Szkoleniowym MICROSOFT Silver Learning
Możesz u nas podejść do egzaminu Pearson VUE
Spółka posiada wpis do ewidencji placówek niepublicznych Nr ew. ES.VIII.4320-6/p.n./2003 wydany z upoważnienia Prezydenta Miasta Łodzi
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Zachęcamy firmy do uzyskania możliwości dofinansowania na szkolenia oferowane przez naszą firmę. W obecnej chwili istnieją dwa sposoby dzięki którym możesz uzyskać dofinansowanie.
Nasi pracownicy pomogą uzyskać dla Twojej firmy dofinansowanie. To naprawdę nie jest trudne. Jeżeli masz pytania napisz lub zadzwoń do nas.
Zapraszamy!
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Przewidziany egzamin do szkolenia: MB-210
Zapisz się na egzamin już dzisiaj! Kontakt do Centrum Egzaminacyjnego: mjezionek@ntg.pl tel: 502 147 093 lub zapisz się przy pomocy formularza.
Najbliższy termin: Prosimy o kontakt
Najbliższy termin: Prosimy o kontakt
Najbliższy termin: Prosimy o kontakt
Najbliższy termin: Prosimy o kontakt
Najbliższy termin: Prosimy o kontakt
Najbliższy termin: Prosimy o kontakt
Najbliższy termin: 19-10-2023 08:30
Najbliższy termin: 23-10-2023 09:00
Najbliższy termin: Prosimy o kontakt
Lepsze zrozumienie wykorzystywanych systemów i narzędzi pozwala na osiągnięcie wyższej wydajności w pracy i uniknięcie błędów.
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