Overview

This training course will cover in-depth how to use the sales and marketing features in Microsoft Dynamics 365. The standard agenda is detailed below, but can be tailored to the specific requirements of the business. 

Key topics in this training course

  • Interface Overview 
  • Account & Contact Management 
  • Activity Management
  • Sales Processes
  • Leads Management & Qualification
  • Opportunity Management
  • Sales Business Process Flows
  • The Product Catalogue
  • Quotes, Orders and Invoices
  • Goals & Metrics e.g. Sales Target KPIs
  • Sales & Marketing Dashboards & Reports
  • Security & Roles
  • Marketing Lists
  • Marketing Campaigns & Quick Campaigns
  • Auditing
  • Workflows
  • Document Generation e.g. Proposals and Quotes
  • Mobile & Tablet Access
  • Outlook Integration

For more information and bookings, please fill out the form below:

Sales and Marketing with Dynamics 365 Training
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