Dynamics 365 Sales (CRM) bootcamp
Register for the training
Duration: 2 days
This training is best for:
-
Consultants, Sales, Pre-Sales, Business Owners.
During the Product Basics Bootcamp we go over the product basics from a consultant’s unique
perspective in a two-day interactive training setup.
This course will prepare students towards passing the following exams:
- MB-210 (Dynamics 365 Sales)
- PL-900 (Power Platform Fundamentals)
Training objectives:
- Create and manage leads
- Create and search for leads
- Perform lead qualification
- Create and manage opportunities
- Create and search for opportunities
- Close opportunity as won or lost
- Track stakeholders and sales team
- Add product line items to opportunity
- Create and manage quotes
- Add quotes to opportunities
- Send quotes to customers
- Convert quotes to orders
- Create a template from a quote
- Create and manage sales order processing
- Create and manage orders
- Create and manage invoices
- Create and manage competitors
- Create and manage product and product catalog
- Configure product families, bundles, and products
- Configure price lists
- Configure discount lists
- Configure unit groups
- Configure product lifecycle
- Configure sales settings
- Configure sales territories
- Configure business closures
- Configure fiscal year
- Configure currencies
- Configure sales team roles
- Configure sales security roles
- Configure goal management components
- Create and manage sales collateral
- Configure relationship cards
- Configure processes
- Configure out of the box sales business process flows
- Create and configure sales visualizations
- Configure sales dashboards
- Design and create sales charts
- Execute and analyze sales reports
- Introduction to integrations
- Introduction to Sales Insights
More resources about Power Platform:
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