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コース概要
Introduction to MS Dynamics 365 Sales Insights
- Overview of MS Dynamics 365 ecosystem
- Positioning Sales Insights within the Dynamics 365 suite
- Key features and use cases
Getting Started with Sales Insights
- Accessing and navigating the Sales Insights module
- Understanding dashboards and interface components
- Configuring initial settings
AI-Driven Sales Analytics
- Using AI to analyze customer relationships
- Lead scoring and opportunity prioritization
- Monitoring pipeline health and sales trends
Customizing Sales Insights for Your Business
- Setting up custom views and reports
- Configuring metrics and KPIs
- Adapting features to match sales workflows
Integration and Automation
- Integrating Sales Insights with other Dynamics 365 modules
- Connecting third-party tools and services
- Using Power Automate for sales task automation
Enhancing Sales Strategies
- Leveraging predictive insights for decision-making
- Identifying cross-selling and up-selling opportunities
- Improving team collaboration and performance tracking
Managing and Maintaining Sales Insights
- Ensuring data quality and security
- Regular updates and enhancements
- Troubleshooting common issues
Summary and Next Steps
要求
- Basic understanding of CRM (Customer Relationship Management) concepts
- Familiarity with sales processes and workflows
Audience
- Sales professionals and managers
- CRM administrators and consultants
- Business analysts and decision-makers
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)
Machine Translated