DYNAMICS 365 SALES FUNCTIONAL CONSULTANT Training in Pune/Online
Duration of Training : 32 Hrs
Batch type : Weekdays/Weekends
Mode of Training : Classroom/Online/Corporate Training
Why Radical Technologies
- Configure Dynamics 365 Sales:
- Set up and configure Dynamics 365 Sales instances.
- Configure settings and preferences for sales.
- Define business units, users, and security roles.
- Implement Sales Entities and Relationships:
- Define and configure sales entities (e.g., accounts, contacts, opportunities, leads).
- Configure entity relationships and mappings.
- Create and Manage Sales Processes:
- Design and implement sales processes.
- Configure sales stages, sales steps, and the sales hierarchy.
- Create and manage business process flows.
- Implement Sales Territories and Quotas:
- Define sales territories and hierarchy.
- Set up quotas for sales teams and individuals.
- Implement Product Catalog and Pricing:
- Create and manage product catalog records.
- Configure price lists and discount lists.
- Associate products with opportunities and quotes.
- Implement Quotes, Orders, and Invoices:
- Create and manage quotes, orders, and invoices.
- Configure quote-to-order and order-to-invoice processes.
- Manage Leads and Opportunities:
- Create and qualify leads.
- Convert leads to opportunities.
- Manage and track opportunities through the sales process.
- Implement Relationship Selling:
- Configure relationship insights.
- Use relationship analytics for sales intelligence.
- Foster collaboration with Microsoft Teams and LinkedIn Sales Navigator integration.
- Implement Sales Analytics and Insights:
- Configure and use sales dashboards.
- Utilize Power BI for advanced reporting and analytics.
- Implement Email Integration: – Set up and configure email integration with Dynamics 365 Sales. – Track and manage emails, appointments, and contacts.
- Configure and Customize Dynamics 365 Sales: – Customize forms, views, and fields. – Create and manage business rules and process automation. – Customize the sales application using Power Apps.
- Configure and Use Knowledge Base: – Set up and manage a knowledge base. – Use knowledge articles for sales and customer support.
- Prepare for Go-live: – Plan for Dynamics 365 Sales deployments and updates. – Test and validate the solution.
- Support Application Lifecycle Management (ALM): – Manage and troubleshoot Dynamics 365 Sales environments.
Learn Dynamics 365 Sales Functional Consultant – Course in Pune with Training, Certification & Guaranteed Job Placement Assistance!
Online Batches Available for the Areas
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