Microsoft Dynamics 365 for Sales

Outline

• Sales Management
  • Understand the sales process
  • Lead management and qualification
  • Opportunities management and sales pipeline
  • Quote creation and templates
  • Order process management
• Set up Sales territory
• Define Sales setting
• Define lead qualification experience
• Product Management
  • Set up a product catalog (Sales and Sales Hub)
  • Create a product, a product family or bundles
  • Manage products relationships
  • Create and manage price lists
  • Create and manage unit group
  • Set up discount list
  • Translate product names
  • Use properties to describe a product
  • Revise, clone or retire a product
  • Add editable products grid on forms
• Forecast and Goal Management
• Goal Settings
  • Create a goal
  • Create a goal metric
  • Define a goal rollup query (Sales & Sales Hub)
  • Create a forecast definition
• Dynamics 365 for Sales and GDPR