Quotes and Orders Summary
Part of the sales process is closing the deal, moving from quote to invoice. In this section, we looked at those quotes, orders, and invoices and the part they play …
Course: Dynamics 365: Customer Engagement for Sales
Introduction to Create and Manage Orders Online
When customers confirm requests for the products and services, a sales representative can then create an order. Organisations will save and process orders that eventually convert to invoices and revenue …
Introduction to Create and Manage Quotes
Organisations that want to track details of their sales orders and processes may use opportunities, quotes, orders, invoices or any mix of the 40 capture detailed information about sales transactions. …
Introduction to Managing Product Catalogue
In the last step, we looked at an order processing overview and in this step, we will explore managing a product catalogue. When you are managing your sales process in …
Leads and Opportunities Summary
In the previous five steps on lead to opportunity, we learnt about the tools available to assist us in our sales process. We learned that the lead to opportunity sales …
Order Processing Overview
To sell effectively, salespeople must know what interactions have occurred with a customer, what touchpoints have taken place, and what must happen next. Proactively reaching out to customers helps move …
Introduction to Playbooks
A Playbook is a set of rules or suggestions that are considered to be suitable for a particular activity, or process. A Playbook is based on two elements, a Playbook …
Introduction to Embedded Intelligence
Embedded Intelligence is a suite of features which continuously analyses the vast collections of customer interaction data already stored in your Dynamics 365 and Microsoft Exchange databases. It is there …
Introduction to Working with Opportunities
You already learned that opportunities are used to manage potential sales and they typically have more potential than a lead, so in the first step of this activity, you will …
Introduction to managing customers in Dynamics 365
Managing customers in Dynamics 365 Account and contact records store much of the information that you and your teams collect from your customers. You store data about companies you do …
Sales Summary
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 …
Dynamics 365 for Sales Configuration
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 …
Welcome to Dynamics 365
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 …
An introduction to Sales Hub
Navigating Sales Hub The Waffle When you are signed in to Microsoft Office 365, you will have access to the waffle. The waffle icon is the first icon on the …
Feature Overview
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. …
