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

Overview
Course Content
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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

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

introduction to Relationship Management
Sales Component Setup
Lead Management
Working with Opportunity Records
Relationship insights
Introduction to Sales Analysis Tool

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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