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Course Overview
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.
Who Should Attend
This course is designed for IT or sales professionals who want to learn how to leverage Dynamics 365 Sales and Microsoft Copilot for Sales for their organizations. Students should have knowledge in basic sales principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.
Course Outline
1 - Create powerful customer experiences for organizations with Dynamics 365 apps
- Dynamics 365 customer experience apps in an organization’s journey
- Work with the other Dynamics 365 apps as part of a customer engagement solution
- Work with Copilot in the Dynamics 365 customer engagement apps
2 - Get started with Dynamics 365 Sales
- Overview of Sales products
- Navigate in Dynamics 365 Sales
- Manage customers
- Copilot in Dynamics 365 Sales
- In-app marketing
3 - Set up and configure Dynamics 365 Sales
- Set up and configure the application
- Use customization options
- Document management
- Set up security roles
- Configure Copilot in Sales
4 - Manage leads with Dynamics 365 Sales
- Dynamics 365 leads overview
- Create Dynamics 365 leads
- Lead management lifecycle
- Lead qualification
- Use Copilot with leads
- Lead data management tools
5 - Manage opportunities with Dynamics 365 Sales
- Dynamics 365 opportunity overview
- Create Dynamics 365 opportunities
- Account and team selling
- Opportunity management lifecycle
- Use Copilot with opportunities
6 - Manage and organize your product catalog with Dynamics 365 Sales
- Dynamics 365 product catalog overview
- Currencies and currency management
- Define products
- Product families
- Price lists
- Product catalog settings
7 - Process sales orders with Dynamics 365 Sales
- Sales order processing overview
- Quotes and quote management
- Orders and invoices
8 - Configure forecasts in Dynamics 365 Sales
- Build forecasts
- Manage forecasts
- Configure advanced features
- Premium features
9 - Manage relationships with relationship selling in Dynamics 365 Sales
- Overview
- Sales accelerator
- Manage relationship health with Sales Insights
- Sales Navigator
10 - Analyze Dynamics 365 sales data
- Analytical options overview
- Search tools
- Out-of-box tools
- Power BI
- Use Power BI templates
11 - Set up Sales accelerator in Dynamics 365 Sales
- Set up Sales accelerator
- Manage record types and forms
- Customize the Sales accelerator workspace
- Manage filter options
- Manage sorting options
- Add the Up next widget to forms
- Sales acceleration reporting
12 - Create sales sequences with Sales Insights
- Get started with the work list
- Tutorial 1 - Build a sales sequence
- Tutorial 2 - Connect sequence to a record
- Tutorial 3 - Disconnect sequence from record
- Tutorial 4 - Editing sales sequence
13 - Work with segments in Dynamics 365 Sales accelerator
- Create and activate a segment
- Connect a segment to a sequence
- View details of a segment
- Manage segments
14 - Work with assignment rules in Dynamics 365 Sales accelerator
- Assignment overview
- Define users
- Manage seller attributes in assignment rules
- Manage seller availability
- Create and activate assignment rules
- Manage assignment rules
- View and manage unassigned records
15 - Engage with customers through text messages in Dynamics 365 Sales
- Set up the text messaging provider
- Edit phone numbers
- Add a text message option to custom forms
- Manage text message conversations
16 - Define and track individual goals in Dynamics 365 Sales and Customer Service
- Overview of goals
- Defining individual goals
- Parent and child goals
17 - Use goal metrics in Dynamics 365 Sales and Customer Service
- Overview
- Fiscal year settings
- Goal metrics
18 - Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
- Set up mailboxes
- Server-side sync
- Document management options
- Document management
- Deploy the app for Outlook
- Set up Dynamics 365 App for Outlook
- Integrate with Microsoft Teams
19 - Get started with the Dynamics 365 Sales mobile app
- Deploy the mobile app
- Use the mobile app
- Manage records
- Customize form views
- Set up push notifications