Overview
This one-day introduction to Dynamics Sales course is aimed at delegates who are completely new to the Dynamics system. The course covers logging into a Dynamics online platform, navigating the screens, searching, finding and creating records, as well as exporting to Excel and using the Dynamics 365 App for Outlook.
Following this course delegates may look to expand their Dynamics 365 Sales knowledge and take course MB210 Dynamics 365 Customer Engagement for Sales
Prerequisites
Instructors will demonstrate features throughout the event. Optional Lab exercises are available for learners to complete within a learner-created free trial tenancy. Microsoft may require a valid credit card to create 30 day free tenancies which must be cancelled within 30 days to avoid incurring charges. QA have no control over the Microsoft 365 trial tenancy signup or billing process.
Outline
Module 1: Introduction to Microsoft Dynamics 365 Sales Management
- What is Dynamics 365
- Main Record Types
Module 2: Navigating the Dynamics 365 Sales Hub
- Opening the Dynamics 365 Sales Hub
- The site map and Dynamics 365 Sales app screen
- Using the Site Map for Navigating between Entities and Dashboards
- Personal Options
- Lab: Navigating the Sales Hub
Module 3: Using Views & Dashboards
- What is a view?
- Switching between views
- Viewing charts & Dashboards
- Lab: Views, Dashboards & Defaults
Module 4: Searching for Records
- The alphabet bar, sorting & filtering
- Quick Find
- Advanced Find
- Creating a personal view
- Lab: Searching for Records and Creating a Personal View
Module 5: Working with Contacts, Accounts & Competitors
- Working with Records
- Create a New Record
- Mandatory & Recommended Fields
- Working the different Field Types
- Working with Subgrids
- Lab A Create a New Contact
- Lab B Create a New Account
Module 6: Creating Activity Records
- Working with the Timeline
- Creating Activities
- Lab A Creating Activity Records
- Lab B Emailing Sales Literature to a Customer
Module 7: Working with Leads & Opportunities
- Creating Leads
- Lab A Create a New Lead
- Convert Email Records to Leads
- Working with Leads
- Lab B Creating & Qualifying Leads
- Working with Opportunities
- Creating Opportunities
- Lab C Completing an Opportunity
Module 8: Exporting to Excel
- Types of Excel Export
- Lab Exporting Opportunities to Excel
Module 9: Dynamics 365 App for Outlook
- Using the App for Outlook
- Tracking Emails
- Lab Using the Dynamics 365 App for Outlook (Optional)
Module 10: Creating Dashboards (module for Super Users)
- Lab Creating a Personal Dashboard
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Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.
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