Course Wrap Up
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 …
Course: Dynamics 365: Customer Engagement for Sales
SLAs and Custom KPIs
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 …
Charts
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
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 …
Invoices
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 …
Orders
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 …
Quote Lifecycle
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 …
Converting Quotes to Orders
This article discusses how to convert a quote to an order. After a salesperson accepts a quote, he or she can generate an order from the quote. The order helps …
Product Life Cycle
In this article, you will learn more about product life cycle. Create When creating a product record, you will need to populate a product ID. This could be related to …
Unit Groups
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 …
An introduction to Sales Navigator
What is LinkedIn Sales Navigator? LinkedIn Sales Navigator is a tool that salespeople can use to augment the social aspect of their selling. Sales Navigator can be added to your …
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
This article highlights how to greatly understand email engagement. Email Engagement is a powerful tool provided in Dynamics 365 for Sales. For years marketers have had the ability when sending …
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, …