81056AE: Sales Management in Microsoft Dynamics 365 Training
Strengthen modern sales management capabilities with 81056AE: Sales Management in Microsoft Dynamics 365 Training from Multisoft Systems covering leads, opportunities, accounts, contacts, activities, forecasting, sales processes and analytics. Develop hands-on skills to streamline sales operations, improve pipeline visibility and support stronger customer engagement.
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Course Highlights
- Instructor-led Online Training
- Project Based Learning
- Certified & Experienced Trainers
- Course Completion Certificate
- Customized Learning Schedule
- Doubt-Clearing Sessions
81056AE: Sales Management in Microsoft Dynamics 365 Training Course Overview
81056AE: Microsoft Dynamics 365 for Sales Management training is for the professionals, who have to deal with the issues that act as obstacles in the way of business growth in perspective to sales. During the Microsoft Dynamics 365 for Sales Management training, the candidates would get the chance to learn from the industry expert trainers, who helps to analyze the Processes Flows and the use of Branching to standardize how a sale moves through the system. The candidates get a chance to enhance their sales skills as this course also insights on the components, likewise: Sales Territories, the Product Catalog, Metrics, and Goals. Moreover, this training is helpful for the candidates willing to learn gamification, and additional tools that can be used for sales analysis.
Following are the highlights of the objectives of Microsoft dynamics 365 for sales management course:
- Explore Business Processes and Branching Process Flows
- Explain the Sales Ordering Process and its related records
- Provide an overview of some of the additional sales analysis tools and how they are used
- Configure the Product Catalog
- Walk through the creation of metrics and goals within Sales Management
Target audience
- Sales Professionals
- Technology Consultants
- Application Consultants
Prerequisites
Following are the prerequisites for the Microsoft Dynamics 365 for Sales Management:
- Some basic experience using Windows applications
- Knowledge of basic sales, marketing, and customer service roles in a business
- Some knowledge of common Microsoft Dynamics CRM record types is preferred
Instructor-led Training Live Online Classes
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81056AE: Sales Management in Microsoft Dynamics 365 Training Course Content
1. Sales Administration
- Business Process Flows
- Sales Territories
- Currency Configuration
2. The Product Catalogue
- Benefits of the Product Catalog
- Create and Maintain Products
- Product Relationships
- Price Lists
- Discount Lists
- Product Currency Configuration
- Product Families
- Product Bundles
- Product Hierarchical Chart
3. Sales Transactional Records
- Pricing/Revenue
- Impact of Different Currencies and Exchange Rates
- Quotes
- Quotes: Life Cycle
- Working with Orders and Invoices
4. Metrics and Goals
- Goal Management Components
- Goal Examples: Sales Management
- Goal Metrics
- Sales Metrics
- Fiscal Periods and Settings
- Defining Goals
- Goal and Goal Metric Records
- Goals Hierarchy
- Rollup Queries
- How Rollup Queries Work
5. Gamification
- What is Gamification
- Enable Gamification
- Gamification Portal
- The Basics
- Account Types
- Game Types
- Draft Schedules
- KPIs
- Player Positions and Alignment
- Scoring Methods
- Trophies, Badges, and Prizes
- Kick Off
- Managing Outcomes
- Gamification TV Feeds
- Interacting with Games as Player
- Game Cloning
- Game Administration
- Email Scheduling
6. Sales Analysis Tools
- Export to Word Templates
- Charts and Dashboards
- Working with Dashboards
- Share Dashboards, Charts, and Queries
- Power BI Dashboards
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Sales Management in Microsoft Dynamics Training (MCQ) Assessment
This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :
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- Time limits and countdown timers to manage duration.
Sales Management in Microsoft Dynamics Corporate Training
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Why 81056AE: Sales Management in Microsoft Dynamics 365 Training for Your Professional Growth
Strengthen your professional capabilities with practical learning, industry-relevant knowledge, and skills applicable to real-world business and technology environments.
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Strengthen your ability to work confidently with relevant tools, workflows, platforms, and business processes.
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Add valuable capabilities to your profile and explore opportunities across relevant roles, projects, and industries.
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Stay familiar with evolving technologies, methodologies, and practices shaping modern enterprise environments.
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Demonstrate your training achievement with a course completion certificate from Multisoft Systems.
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19+ Years Experienced
Our Sales Management in Microsoft Dynamics Corporate & Certification Program trainers bring 13+ years of proven industry expertise, delivering practical insights aligned with real project environments.
Trained 3950+ Professionals
Our expert trainers have successfully trained 3350+ professionals through structured, real-time training programs designed for industry readiness and career growth.
Certified Experts & Real-Time Project Learning
Build strong practical skills through live project-based training sessions led by certified industry experts with real-world experience.
Hands-on Learning Approach
Gain practical exposure through real-time scenarios, industry case studies, and hands-on assignments that simulate actual project challenges.
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