Introduction to Sales (ES99999)

  • Orders and Invoices 
    • Trailer
    • Start with D365 for Sales
    • Register a Trial
    • Dynamics 365 for Sales Overview
    • Sales Entities explained
    • Unified user experience with Sales
    • Web UI
    • App
    • Outlook
    • Customer management and first steps
    • Creating Records
    • Importing Data
    • Activities
    • Customization
    • Lead and opportunity management
    • Lead Management
    • Opportunities
    • Products
    • Offer management
    • Quotes
    • Orders and Invoices
    • Word Templates
    • Dashboards
    • Automation and configuration
    • Workflows
    • Business process flows
    • Settings for Sales and Sharepoint
  • Course info
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Course info

Introduction to Sales (ES99999)

Duration: 3 h 20 min

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 certificate with a duration: Forever
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