MB-280T02 Empower sellers with Dynamics 365 Sales
Price Net € VAT €
Price Price on Request
Duration
2 days
Location
Course Language English
Training Solutions Online Live
Contemporary sales relies on clear data, networked systems, and intelligent support. Digital tools in sales demonstrate their added value when processes are efficient and insights can be used immediately.
Key topics
- Use of Dynamics 365 Sales to manage sales activities.
- AI-supported evaluation of sales and customer data.
- Automated lead and opportunity processes.
- Transparent sales pipelines and forecasting functions.
- Intelligent recommendations for sales optimization.
Prerequisites
Basic knowledge of sales and a fundamental understanding of CRM solutions and digital business processes are required.
Target audience
Sales employees, sales managers, business analysts, and specialist roles with a focus on data-driven sales management and digital transformation.
Intelligent sales platforms combine automation and analysis to create an effective overall picture. This results in informed decisions, more efficient processes, and a strong foundation for modern, scalable sales.
- Increase customer loyalty with Dynamics 365
- Integration of Dynamics 365 modules in the sales process
- Use AI-supported customer interaction with Copilot
- Product portfolio in sales
- Working with Dynamics 365 Sales
- Managing customer relationships
- Using AI assistance in sales
- Marketing directly in the app
- App installation and setup
- Personalization of functions
- Document management
- Define access controls
- Set up Sales Copilot
- Overview of Dynamics 365 Leads
- Creating leads in Dynamics 365
- Lead management phases
- Lead qualification processes
- Copilot use for leads
- Lead data management tools
- Dynamics 365 Opportunities
- Create sales opportunities
- Account & team sales
- Opportunity lifecycle
- Copilot in sales
- Dynamics 365 Product Overview
- Currency Management
- Product creation
- Categories and groups
- Pricing
- Catalog configuration
- Order handling
- Quotation preparation
- Order and invoice management
- Forecasting
- Forecast management
- Setup of complex features
- Access to premium tools
- Sales optimization tools
- Customer relationship analysis
- Efficient contact management
- Strategic sales planner
- Overview of analysis functions
- Data research tools
- Use ready-made analysis tools
- Using Power BI
- Using Power BI templates
- Set up sales boosters
- Control data types and forms
- Customize Sales Accelerator
- Manage filter options
- Set sorting
- Add "Up Next" widget
- Create sales reports
- Open worklist
- Create sales process
- Link process to data record
- Disconnect from data record
- Customize and modify process
- Start work list
- Create sales process
- Link sequence to data record
- Separate sequence from data record
- Customize sales process
- Create and start segment
- Link segments to a schedule
- View segment information
- Maintain segment overview
- Create assignment overview
- Create user roles
- Maintain salesperson characteristics in rules
- Control vendor capacities
- Define and start rules
- Perform rule management
- Check unassigned entries
- Configure SMS service
- Manage phone numbers
- Integrate SMS field into forms
- Organize message history
- Goal check
- Personal goals
- Wishes
- Overall view
- Fiscal year configuration
- Set performance indicators
- Mailbox configuration
- Server-side synchronization
- Document management settings
- Manage files
- Deploy Outlook app
- Integrate Dynamics 365 into Outlook
- Microsoft Teams connection
- Deploy app
- Use app
- Manage data
- Design forms
- Configure push notifications
