- Duration: 4 days
Dynamics 365 Sales helps accelerate sales teams’ efforts with relationship-building tools and AI-driven insights. In this course, students will learn how to configure and leverage Dynamics 365 Sales to set sales teams up for success. First, students will set up and configure lead and opportunity management strategies. Then students will organize their product catalog and process sales orders. Finally, students will leverage relationship selling features, the Sales accelerator, and Sales Insights. In this course students will also learn how to set up and deploy Microsoft Copilot for Sales, a productivity tool to help sellers inside and outside Dynamics 365 Sales. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam.
1. Work with Dynamics 365 Sales
Generate leads, create opportunities, and utilize embedded intelligence with Microsoft Dynamics 365 Sales. This learning path covers the key elements of the Sales app.
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2. Set up and use the sales accelerator capabilities in Dynamics 365 Sales
Learn how to set up and configure Dynamics 365 Sales to use sales accelerator features. Use the Sales accelerator so sellers can sell build a sales pipeline, using automated recommendations throughout a sales sequence that helps accelerate the sales process.
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3. Implement goal management in Dynamics 365 Sales and Customer Service
Apply goal management to track your individual, parent, and child goals. Analyze the results of your goal management to make better business decisions.
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4. Enhance Dynamics 365 Sales with tools and apps
Tools like Microsoft 365 apps and the Dynamics 365 Sales mobile app empower your salespeople to use Dynamics 365 Sales to its fullest potential. This learning path covers the additional tools and applications that allow your sales team to create cohesive customer experiences, even on the go.
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