English → Dynamics 365 for Sales

Introduction to Sales (ES99999)


Description
21 videos | 3 h 20 min | Business Central | English

In this training, you get an introduction to the essential functions of Dynamics 365 Sales, like customer management and sales management. You will learn more about how to get started, the user interface, outlook the mobile app and the web client. Last but not least you will be introduced to the classic sales process – from leads to an invoice.

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Duration: 3 h 20 min Version: Dynamics 365 for Sales Language: English

Content
  • Trailer sample
  • Start with D365 for Sales
  • Register a Trial
  • Dynamics 365 for Sales Overview sample
  • Sales Entities explained
  • Unified user experience with Sales
  • Web UI
  • App
  • Outlook
  • Customer management and first steps
  • Creating Records
  • Importing Data
  • Activities sample
  • Customization
  • Lead and opportunity management
  • Lead Management
  • Opportunities
  • Products
  • Offer management
  • Quotes
  • Orders and Invoices sample
  • Word Templates
  • Dashboards
  • Automation and configuration
  • Workflows
  • Business process flows
  • Settings for Sales and Sharepoint
Completion rules
  • You must complete 70.00% of the content
  • Leads to a certification with a duration: Forever