Duration
3 weeksWeekly study
5 hours100% online
How it works
Dynamics 365: Customer Engagement for Sales
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.
By the end of this course, you’ll have gained a breadth of knowledge to improve 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
When would you like to start?
Start straight away and join a global classroom of learners. If the course hasn’t started yet you’ll see the future date listed below.
Available now
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.
If you want to further your knowledge, you may also be interested in these courses, from the same provider:
Ways to learn | Buy this course | Subscribe & save | Limited access |
---|---|---|---|
Choose the best way to learn for you! | $54/one-off payment | $39.99 For your first month. Automatically renews | Free |
Fulfill your current learning need | Develop skills to further your career | Sample the course materials | |
Access to this course | tick | tick | Access expires 1 Jan 2025 |
Access to 1,000+ courses | cross | tick | cross |
Learn at your own pace | tick | tick | cross |
Discuss your learning in comments | tick | tick | tick |
Tests to check your learning | tick | tick | cross |
Certificate when you're eligible | Printed and digital | Digital only | cross |
Cancel for free anytime |
Ways to learn
Choose the best way to learn for you!
Subscribe & save
$39.99
For your first month. Automatically renews
Develop skills to further your career
- Access to this course
- Access to 1,000+ courses
- Learn at your own pace
- Discuss your learning in comments
- Tests to boost your learning
- Digital certificate when you're eligible
Cancel for free anytime
Buy this course
$54/one-off payment
Fulfill your current learning need
- Access to this course
- Learn at your own pace
- Discuss your learning in comments
- Tests to boost your learning
- Printed and digital certificate when you’re eligible
Limited access
Free
Sample the course materials
- Access expires 1 Jan 2025
Find out more about certificates, Unlimited or buying a course (Upgrades) Sale price available until 29 December 2024 at 23:59 (UTC). T&Cs apply. |
Find out more about certificates, Unlimited or buying a course (Upgrades)
Sale price available until 29 December 2024 at 23:59 (UTC). T&Cs apply.
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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