お問い合わせを送信いただきありがとうございます！当社のスタッフがすぐにご連絡いたします。
予約を送信いただきありがとうございます！当社のスタッフがすぐにご連絡いたします。
コース概要
Introduction to Dynamics 365 Sales
- Overview of Dynamics 365 ecosystem
- Introduction to Dynamics 365 Sales module
Setting Up Dynamics 365 Sales
- Configuring the sales environment
- Setting up users, roles, and permissions
- Customizing the sales dashboard
Managing Customer Relationships
- Creating and managing accounts and contacts
- Tracking customer interactions
- Utilizing the Relationship Assistant
Sales Process Management
- Creating and managing leads
- Converting leads to opportunities
- Managing opportunities and quotes
- Processing orders and invoices
Data and Analytics
- Using dashboards and reports
- Analyzing sales performance
- Forecasting sales
Integration and Customization
- Integrating with Microsoft Outlook and Teams
- Customizing entities and fields
- Extending functionality with Power Platform
Best Practices and Case Studies
- Implementing best practices for sales management
- Reviewing real-world case studies
Summary and Next Steps
要求
- Basic understanding of CRM concepts
- Familiarity with sales processes
Audience
- Sales professionals
- CRM administrators
- Business analysts
14 時間
お客様の声 (1)
私たちは自分たちが取り組んでいるシステムを十分に活用していないことを知り、あらゆる面で楽しみました。
Tracy Rehman - Financial Planning Institute
コース - Microsoft Dynamics 365 Customer Insights (MB-220)
機械翻訳
