Duration
2 Days
Description
A two-day course covering the management of leads, opportunities, quotes, and the full sales cycle in Dynamics 365 Sales.
Who should attend
Sales professionals, sales managers, CRM users, and professionals responsible for managing customer relationships and sales processes using Dynamics 365.
What you'll learn
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Manage leads
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Manage opportunities
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Create and manage quotes
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Understand the Dynamics 365 Sales environment
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Manage the sales process
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Track customer interactions
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Work with sales records and activities
Course topics
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Dynamics 365 Sales fundamentals
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Lead management
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Opportunity management
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Quote management
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Sales activities
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Customer relationship management
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Sales cycle management
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Sales tracking and reporting