81055AE: Relationship Management in Microsoft Dynamics 365 for Sales Training

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81055AE: Relationship Management in Microsoft Dynamics 365 for Sales Training imparts enlightenment on Microsoft Dynamics 365 framework for the organizations that helps to track, manage, and analyze parts of their sales cycle as well as its overall success. The candidates come to learn about the entities or record types that Microsoft Dynamics CRM uses to track sales from potential to close along with the details of the management of, and application of, leads and sales opportunities in the sales process, as well as how to analyze the monitoring of sales-related data utilizing some of the essential built-in tools available through Microsoft Dynamics 365.

After attending the Microsoft Dynamics 365 for Sales Management training, the candidates would be able to:

  • Explore Microsoft Social Engagement and how it works within the Microsoft Dynamics 365 Sales Module
  • Recognize how to work with sales literature
  • Create, work with, and close opportunities
  • Connect competitors to an opportunity record
  • Create and associate competitors with records Define the roles of Lead and Opportunity records
  • Examine the Lead to Opportunity process flow
  • Examine common customer scenarios
  • Review core records and their purpose   Manage opportunities from system views Configure Relationship Intelligence
  • Explore the Relationship Assistant
  • Connect competitors to an opportunity record
  • Utilize Document Recommendations with Opportunities
  • Explore the customer organization structure
  • Review the main entities involved the Sales Process 
  • Visualize the results with Engagement Analytics Explore basic data queries through Advanced Find
  • Enhance update capabilities with Editable grid
  • Utilize the Export to Excel feature
  • Use Excel Templates
  • Review potential opportunities, forecast Revenue and analyze sales productivity using built-in reports
  • Manage opportunities from system views Configure Relationship Intelligence
Target audience
  • Application Consultants
  • Pre Sales Professionals
  • Sales Professionals

Prerequisites for Microsoft Dynamics 365 for Sales Management training are as follows:

  • Basic experience using Windows applications
  • Basic understanding of Sales in Microsoft Dynamics CRM
  • Completion of the Microsoft Dynamics CRM Introduction course

1. introduction to Relationship Management

  • Customer Scenarios
  • Customer Organization Structure
  • Core Records
  • Microsoft Social Engagement

2. Sales Component Setup

  • Sales Literature
  • Sales Literature vs. Microsoft SharePoint
  • Competitors
  • Create, Maintain, and Use Competitors

3. Lead Management

  • The Role of Leads and Opportunities
  • Lead to Opportunity Process Flow
  • Disqualifying and Reactivating Leads
  • Tracking and Converting Leads

4. Working with Opportunity Records

  • Opportunities
  • Assigning Opportunities
  • Closing Opportunities
  • Quick Create
  • Connecting with Other Records
  • Connections
  • Competitors and Opportunities
  • Resolution Activities
  • Opportunity Views

5. Relationship insights

  • Overview of Relationship Insights
  • Configuring Relationship Insights
  • Relationship Assistant
  • Email Engagement
  • Compose and Send Emails
  • Follow Emails and Attachments
  • Delay Send View
  • Email Tracking and Analytics
  • Email Template Picker
  • Understanding Auto Capture

6. Introduction to Sales Analysis Tool

  • Advanced Find
  • Editable Grid
  • Built in Reports
  • Export to Excel
  • Export to Excel Templates
  • Differences between Export to Excel and Excel Templates
  • Excel Online

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