Course: Dynamics 365: Customer Engagement for Sales

In this activity, we set the stage for the rest of this course. We learnt about the core functionality available in Dynamics 365 for Sales that will allow us to …

In the previous activity, we explored the concepts and features of Dynamics 365 for Sales. In this step, we’re going to demonstrate how to configure various settings in Dynamics 365 …

In the previous step, we demonstrated navigating Dynamics 365 and provided a brief overview of Sales Hub. In this step, we will look at the features available in Sales Hub. …

Welcome to your first learning step in this Dynamics 365: Customer Engagement for Sales. In this step, you will explore Sales Hub, a model-driven app Dynamics 365 application that is …

Welcome to the Dynamics 365: Customer Engagement for Sales course. Overview When it comes to Dynamics 365 for Sales, you’re working with one of the longest standing first-party applications on …

Thank you for completing the Dynamics 365: Customer Engagement for Sales course. Now that you’ve completed the course, you should be able to: Identify automation options available in the Power …

In the previous step, you learnt about setting goals to meet future requirements. These goals will assist you in setting up SLA’s and KPI’s. Service Level Agreements (SLAs) are the …

In the previous step, you learned how to draw accurate reports that you can use to gain insights into how your business is doing. You can use these reports as …

Dashboards are a collection of views, charts, IFRAMES, web resources, and several other type graphical reports, charts or views that give you a high-level overview of data all in one …

In the previous step, you learnt about creating orders and in this step, we will learn how to run invoices for the client. When a customer places an order, you …

Following the quote lifecycle, if the customer is ready to progress, they will place an order for your products or services. One way that can help you increase your sales …

In the previous step, you learnt about creating a quote. The next step is to convert a quote to an order. After a salesperson accepts a quote, he or she …

One way to increase your sales is to add all products that your customer might need to your quote. Your Dynamics 365 for Sales can be configured to offer product …

A unit group provides the unit of measurement for counting products and associating pricing. For example, if the product is bottles of lemonade, the primary unit group would be one …

In the previous step, you learnt about the Social Sales Assistant, which allows you to post to social media. In this step you will be introduced to the Sales Navigator …