Dynamics 365 Sales helps accelerate sales teams’ efforts with relationship-building tools and AI-driven insights. In this course, students will learn how to configure and leverage Dynamics 365 Sales to set sales teams up for success. First, students will set up and configure lead and opportunity management strategies. Then students will organize their product catalog and process sales orders. Finally, students will leverage relationship selling features, the Sales accelerator, and Sales Insights. In this course students will also learn how to set up and deploy Microsoft Copilot for Sales, a productivity tool to help sellers inside and outside Dynamics 365 Sales. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam.
Who Should Attend?
This course is designed for IT or sales professionals who want to learn how to leverage Dynamics 365 Sales and Microsoft Copilot for Sales for their organizations. Students should have knowledge in basic sales principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.
1 - Create powerful customer experiences for organizations with Dynamics 365 apps
Dynamics 365 customer experience apps in an organization’s journey
Work with the other Dynamics 365 apps as part of a customer engagement solution
Work with Copilot in the Dynamics 365 customer engagement apps
Overview of Sales products
Navigate in Dynamics 365 Sales
Manage customers
Copilot in Dynamics 365 Sales
In-app marketing
Set up and configure the application
Use customization options
Document management
Set up security roles
Configure Copilot in Sales
Dynamics 365 leads overview
Create Dynamics 365 leads
Lead management lifecycle
Lead qualification
Use Copilot with leads
Lead data management tools
Dynamics 365 opportunity overview
Create Dynamics 365 opportunities
Account and team selling
Opportunity management lifecycle
Use Copilot with opportunities
Dynamics 365 product catalog overview
Currencies and currency management
Define products
Product families
Price lists
Product catalog settings
Sales order processing overview
Quotes and quote management
Orders and invoices
Build forecasts
Manage forecasts
Configure advanced features
Premium features
Overview
Sales accelerator
Manage relationship health with Sales Insights
Sales Navigator
Analytical options overview
Search tools
Out-of-box tools
Power BI
Use Power BI templates
Set up Sales accelerator
Manage record types and forms
Customize the Sales accelerator workspace
Manage filter options
Manage sorting options
Add the Up next widget to forms
Sales acceleration reporting
Get started with the work list
Tutorial 1 - Build a sales sequence
Tutorial 2 - Connect sequence to a record
Tutorial 3 - Disconnect sequence from record
Tutorial 4 - Editing sales sequence
Create and activate a segment
Connect a segment to a sequence
View details of a segment
Manage segments
Assignment overview
Define users
Manage seller attributes in assignment rules
Manage seller availability
Create and activate assignment rules
Manage assignment rules
View and manage unassigned records
Set up the text messaging provider
Edit phone numbers
Add a text message option to custom forms
Manage text message conversations
Overview of goals
Defining individual goals
Parent and child goals
Overview
Fiscal year settings
Goal metrics
Set up mailboxes
Server-side sync
Document management options
Document management
Deploy the app for Outlook
Set up Dynamics 365 App for Outlook
Integrate with Microsoft Teams
Deploy the mobile app
Use the mobile app
Manage records
Customize form views
Set up push notifications
