Product Life Cycle
In the previous step, you learnt about product families, which lets you group and categorise products, making it easier for you to manage them. Now you will see how the …
Course: Dynamics 365: Customer Engagement for Sales
Applying Playbooks
In the previous step, you learnt about creating and managing templates that will make your role simpler. To ensure consistency in your business process or to know what steps to …
Email Engagement
In the previous activity, you learnt about Relationship Assistant, which allows you to take advantage of Artificial Intelligence (AI) and apply it to your sales processes. This will be greatly …
Account Teams
In the previous step, you learned about competitors and that competition does not only come from other companies but from other factors as well. In this step, you will look …
Competitors
When tracking opportunities, knowledge about competition can be the difference between winning and losing. This knowledge can help the sales team better position their services and products against the competition, …
Sales Business Process Flow
In the previous step, we looked at an introduction to working with opportunities. In this step, we will explore the sales business process flow. One of the key aspects of …
Accounts and Contacts
So far in this activity, we explored managing the customer in Sales, using leads and qualifying leads. In this step, we will discover how accounts and contacts are used in …
Using Leads
The previous step provided an introduction to managing customers in Dynamics 365 for Sales. In this step, you will learn how to decide whether your organisation needs to use leads, …
Customisation Options
In the previous step, you learned about installing app upgrades. In this step, you will learn about customisation options. Dynamics 365 for Sales has full functionality right out of the …
Common Terms
So far in this activity, we have looked at the concepts and features of Dynamics 365 for Sales. We navigated through the application, explored its features and introduced the sales …
Sales Analytics, Insights and AI summary
Our section on sales analytics covered many ways to view and interact with data to provide actionable insights into your team’s performance. In this section, we discussed both out of …
Demonstration – AI for Sales
Dynamics 365 AI for Sales is one of the latest innovations from the Microsoft Dynamics 365 team. It enables members of a sales organisation to derive insights, make predictions, and …
An introduction to AI for Sales
What is AI for sales? AI for Sales is a collection of tools that enable you to proactively engage with customers and identify risks and opportunities across customers and leads. …
An introduction to Power BI
What is Power BI? Power BI is a self-service platform allowing users to interact with premade reports and create their own visualisations. Power BI desktop application is a full client …
5 sales analytics and insights tools with Dynamics 365
1. Charts Charts are the building blocks to making dashboards. They are graphical representations of data from different views of an entity. When a view is updated, so is the …