Delve into customer relationship management in sales

During this three-week course, you’ll understand the importance of customer relationship management and how this can help create customer loyalty and improve retention.

You’ll learn how to build a better relationship with your customers when it comes to sales, which in turn could lead to an increase in profits.

Employ effective sales strategies using Microsoft Dynamics 365

Using MS Dynamics 365 for sales, you’ll learn how this facilitates the building of relationships with your customers. You’ll also discover how it can assist in timely engagement for better communication during the whole sales process, from lead to fulfilment.

You’ll learn how to use MS Dynamics 365’s flexible framework for your organisation, understanding how to track, manage, and analyse specific parts of your sales cycle as well your overall success.

Learn how to use MS Dynamics 365 for different scenarios

You’ll understand how the components used apply to various business scenarios as well as look at the entities or record types that are used to track sales from potential to close. With this knowledge, you can determine which aspects of MS Dynamics 365 for sales framework are appropriate for your organisation.

You’ll learn how to improve customer engagement, working with new and existing customers, which can lead to better communication, retention, and sales.

This course is part of the ExpertTrack ‘Business Applications with Microsoft Dynamics 365 and Power Platform for Sales Functional Consultants’, improving your skills in your role as Sales Functional Consultant.

What topics will you cover?

Sales Overview
Configuring Sales
Managing Customers
Working With Opportunities
Embedded Intelligence
Playbooks
Integrated Sales Tools
Order Processing and Managing Product Catalogues
Create and Manage Quotes
Create and Manage Orders and Invoices
Sales Analytics and Insights
Power BI and AI for Sales

Who is this accredited by?

Microsoft:

This course is co-created and accredited by Microsoft

Learning on this course

On every step of the course you can meet other learners, share your ideas and join in with active discussions in the comments.

What will you achieve?

By the end of the course, you‘ll be able to...

Identifed common sales scenarios
Configured sales cycle and product catalog
Performed installations and configuration of sales application

Who is the course for?

This course will enable sales managers, professionals, telesales workers and customer support staff to make the most of the features within Microsoft 365 and employ effective sales strategies. Get on your way to success and smashing sales targets through customer engagement.

Who developed the course?

CloudSwyft Global Systems, Inc.

CloudSwyft has partnered with the top global technology companies to deliver cutting edge digital skills learning across the modern workplace.

Learning on FutureLearn

Your learning, your rules

Courses are split into weeks, activities, and steps to help you keep track of your learning
Learn through a mix of bite-sized videos, long- and short-form articles, audio, and practical activities
Stay motivated by using the Progress page to keep track of your step completion and assessment scores

Join a global classroom

Experience the power of social learning, and get inspired by an international network of learners
Share ideas with your peers and course educators on every step of the course
Join the conversation by reading, @ing, liking, bookmarking, and replying to comments from others

Map your progress

As you work through the course, use notifications and the Progress page to guide your learning
Whenever you’re ready, mark each step as complete, you’re in control
Complete 90% of course steps and all of the assessments to earn your certificate

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