Course Syllabus

Module 1: Sales Overview

Description: In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.

Brief objectives: After completing this module, you will be able to: Install and configure the sales application. Identify common sales scenarios.

• Lesson 1: Sales overview
• Lesson 2: Configuring Sales
• Lesson 3: Module summary

Module 2: Working with Opportunities

Description: In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.

Brief objectives: After completing this module, you will be able to: Create customer records. Use sales tooling.

• Lesson 1: Manage customers
• Lesson 2: Working with opportunities
• Lesson 3: Embedded intelligence
• Lesson 4: Playbooks
• Lesson 5: Integrated sales tools
• Lesson 6: Module summary

Module 3: Quotes to Orders

Description: In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.

Brief objectives: After completing this module, you will be able to: Create and use the product catalog. Add quotes to opportunities. Complete a sale with an order.

• Lesson 1: Order processing overview
• Lesson 2: Manage product catalog
• Lesson 3: Create and manage quotes
• Lesson 4: Create and manage orders and invoices
• Lesson 5: Module summary

Module 4: Sales Analytics and Insights

Description: In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.

Brief objectives: After completing this module, you will be able to: Create and use goals. Integrate with PowerBI. Enable Sales AI functionality.

• Lesson 1: Overview
• Lesson 2: Power BI
• Lesson 3: AI for Sales
• Lesson 4: Module summary