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

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