Become An Expert At Microsoft Dynamics 365 For Sales (CRM)
Do you want to learn and master Microsoft Dynamics 365 For Sales? If yes, then this course is for you. More than 9 Hours of content, 80+ Training Videos, this is the most comprehensive course available online.
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HERE’S WHAT STUDENTS ARE SAYING ABOUT THE COURSE:
David Kjell says “I just passed the MB2-717 Microsoft Dynamics 365 for Sales exam with score of 929 thanks to this course and practise tests. thanks”
Amit Ramsaran says “Very direct and to the point. The course content was explained quite simply and effectively. The instructor’s reference to the D365 application as well made the explanations that much easier to grasp and understand”
Yorick Bickerstaff says “Thanks to this course I have perfected my knowledge and acquired the certification. An essential course for anyone who wants to understand this topic in a complete way.”
Regu says “It was amazing and easy to understand also, he provides module by module, this help to segregate and study for the certification exam. Thanks to abhay Without doubt, his course helped me to get the certification in the first attempt. Thanks Abhay.”
Shiry Dalal says “With my experience in Sales field, I was looking to get certified with Microsoft Dynamics 365 for Sales i.e. MB2-717 exam. I’m sure I’ll pass with the practice tests and in-depth training”
Rawish Kumar says “Abhay is a really great instructor – Dynamics CRM Sales module has been a grey area for me always but not anymore 🙂 Fingers are crossed for my certification but very confident after this course!”
Dhanvan Mehta says “This is the best course available for not only prepare for MB2-717 exam but also learn the in-depth concepts about Dynamics 365 For Sales. Highly recommended. I will update my review after taking the exam.”
Rajan says “Wow, such an amazing and detailed course. I took this course for MB2-715 exam preparation but didn’t know Abhay went so detail in explaining the functionalities. Kudos!”
Nageswara Reddy says “This is really a wonderful training with step by step process and case studies, you did great job, Abhay”
Lam Chun Man Francis says “After took the free introduction course from Abhay, really enjoy his real life training experience. Then immediate enrolled several paid course. Hope I can get good result on upcoming test.”
and many more…
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This course is based on the outline provided by Microsoft on their website.
This course will teach you theory as well as practical concepts.
So, you have everything you need to become an expert at Dynamics 365 For Sales to boost your Career Growth!
WHY TAKE THIS COURSE?
Did you know, Microsoft Dynamics 365 is a cloud based Enterprise Business Solution that help companies in Sales Force Automation, Improve Customer Experience, Field Service management, Project Service Automation, Manage Financials and Operations for any business?
Dynamics 365 is one of the primary focus of Microsoft and a lot of innovation is happening towards the improvement of this product and the companies who use Dynamics 365.
If you are a Consultant or an aspiring Consultant, then this course will help you understand Sales module of Dynamics 365.
HERE’S WHAT YOU WILL LEARN:
Topic: Welcome
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Welcome
Topic: Create a Customer Organizational Structure
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Module 1 Overview
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Understand Important Terms
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Manage Customer Records
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Manage The Sales Process
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Create And Qualify A Lead
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Manage Opportunity And Create Quote
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Create Order And Invoice
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Manage Customer Communication
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Create Sales Literature Repository
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Identify And Manage Competitors
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Module 1 Review
Topic: Manage Leads and Opportunities
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Module 2 Overview
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Lead Qualification Process Flow
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Create And Qualify A Lead
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Disqualify And Reactivate A Lead
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Opportunities Inside Sales Process Flow
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Create An Opportunity
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Manage An Opportunity
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Create Records Within An Opportunity
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Close And Reopen An Opportunity
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Close An Opportunity As Lost
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Reopen The Closed Opportunity
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Close The Opportunity As WON
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Connect Opportunities With Other Records
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Resolution Activities
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Multiple Opportunity Views
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Module 2 Review
Topic: Manage Relationship and Sales Analysis
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Module 3 Overview
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Overview of Relationship Insights
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Configure Relationship Insights
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Relationship Assistant
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Track Interactions with a Specific Email
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Statistical Analysis of Email Activity
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Email Engagement Auto-Capture
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Editable Grids
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Analysis Using Built-In Reports
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Export To Excel
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Export To Excel Templates
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Module 3 Review
Topic: Manage the Sale Process
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Module 4 Overview
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Sales Business Process Flow
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Sales Territories
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Configure Currency And Exchange Rates
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Product Catalog Overview
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Product Catalog – Unit Groups
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Product Catalog – Products
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Product Catalog – Clone Products
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Product Catalog – Price Lists
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Product Catalog – Pricing Methods
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Product Catalog – Discount Lists
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Product Catalog – Managing Multi Currencies
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Product Catalog – Product Families
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Product Catalog – Product Bundles
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Opportunity – Line Items
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Currencies And Exchange Rates
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Quote Lifecycle And Management
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Working With Orders
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Working With Invoices
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Module 4 Review
Topic: Improve Sales Performance
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Module 5 Overview
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Goals Inside Dynamics 365
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Goal Metrics
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Working With Goals
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Goals Hierarchy
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Rollup Queries
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Export To Word Templates
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Integrate Charts And Dashboards
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Module 5 Review
Topic: Manage Customer Information
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Module 6 Overview
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Sales Functional Areas
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Model Relationships And Records
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Client Access Methods
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Utilize The Help Center
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Perform Data Management
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Perform Lifecycle Management
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Module 6 Review
Topic: Course Review
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Course Review
This is one of the most comprehensive course available on Microsoft Dynamics 365 For Sales.
So, go ahead, enroll in this course.
Wish you all the very best.
To Your Success,
Abhay Sharma
Welcome
Welcome to Microsoft Dynamics 365 For Sales course.
In this video, you will learn what's inside this course.
As you may have guessed, Microsoft has changed the Dynamics 365 Sign Up process again.
Create a Customer Organisational Structure
Welcome to the first module of this course. Create a Customer Organizational Structure of Microsoft Dynamics 365 For Sales. In this video, you will learn what's inside this module.
In this video, you will learn about Microsoft Dynamics 365 For Sales Important Terms.
In this video, you will learn about managing Customer records in Dynamics 365 For Sales.
In this video, you will learn about Managing the Sales Process inside Dynamics 365 For Sales.
In this video, you will learn about Creating and Qualifying a Lead inside Dynamics 365 For Sales.
In this video, you will learn about managing opportunity and creating a quote inside Dynamics 365 For Sales.
In this video, you will learn about creating sales order and invoice inside Dynamics 365 For Sales.
In this video, you will learn about Managing Customer Communication inside Dynamics 365 For Sales.
In this video, you will learn about Creating Sales Literature Repository inside Dynamics 365 For Sales.
In this video, you will learn about Identifying And Managing Competitors inside Dynamics 365 For Sales.
Congratulations on completing this module of Dynamics 365 For Sales. Let's review.
Manage Leads and Opportunities inside Dynamics 365 For Sales
Welcome to the second module of this course. Manage Leads and Opportunities inside Dynamics 365 For Sales.
In this video, you will learn what's inside this module.
In this video, you will learn about Lead Qualification Process Flow inside Dynamics 365 For Sales
In this video, you will learn to Create And Qualify A Lead inside Dynamics 365 For Sales
In this video, you will learn about Disqualify And Reactivate A Lead inside Dynamics 365 For Sales
In this video, you will learn about Opportunities Inside Sales Process Flow in Dynamics 365 For Sales
In this video, you will learn about Create An Opportunity inside Dynamics 365 For Sales
In this video, you will learn about managing an Opportunity inside Dynamics 365 For Sales.
In this video, you will learn about creating records within an Opportunity inside Dynamics 365 For Sales
In this video, you will learn about closing and reopening an Opportunity inside Dynamics 365 For Sales
In this video, you will learn about closing an Opportunity as Lost inside Dynamics 365 For Sales
In this video, you will learn about reopening the closed Opportunity inside Dynamics 365 For Sales
In this video, you will learn about closing the Opportunity as WON inside Dynamics 365 For Sales
In this video, you will learn about connecting Opportunities with other records inside Dynamics 365 For Sales
In this video, you will learn about Resolution Activities inside Dynamics 365 For Sales
In this video, you will learn about Multiple Opportunity Views inside Dynamics 365 For Sales
Congratulations on completing this module of Dynamics 365 For Sales. Let's review.
Manage Relationship and Sales Analysis
Welcome to the third module of this course. Manage Relationship and Sales Analysis inside Dynamics 365 For Sales.
In this video, you will learn what's inside this module.
In this video, you will learn about overview of Relationship Insights inside Dynamics 365 For Sales.
In this video, you will learn about configuring Relationship Insights inside Dynamics 365 For Sales.
In this video, you will learn about Relationship Assistant inside Dynamics 365 For Sales
In this video, you will learn about tracking Interactions with a Specific Email inside Dynamics 365 For Sales.
In this video, you will learn about Statistical Analysis of Email Activity inside Dynamics 365 For Sales.
In this video, you will learn about Email Engagement Auto-Capture inside Dynamics 365 For Sales
In this video, you will learn about Editable Grids inside Dynamics 365 For Sales
In this video, you will learn about Analysis Using Built-In Reports inside Dynamics 365 For Sales.
In this video, you will learn about Export To Excel inside Dynamics 365 For Sales.
In this video, you will learn about Export To Excel Templates inside Dynamics 365 For Sales.
Congratulations on completing this module of Dynamics 365 For Sales. Let's review.
Manage the Sale Process
Welcome to the fourth module of this course. Manage the Sale Process inside Dynamics 365 For Sales.
In this video, you will learn what's inside this module.
In this video, you will learn about Sales Business Process Flow inside Dynamics 365 For Sales.
In this video, you will learn about Sales Territories inside Dynamics 365 For Sales.
In this video, you will learn about Configure Currency And Exchange Rates inside Dynamics 365 For Sales.
In this video, you will learn about Product Catalog Overview inside Dynamics 365 For Sales.
In this video, you will learn about Product Catalog - Unit Groups inside Dynamics 365 For Sales.
In this video, you will learn about Product Catalog - Products inside Dynamics 365 For Sales
In this video, you will learn about Product Catalog - Clone Products inside Dynamics 365 For Sales
In this video, you will learn about Product Catalog - Price Lists inside Dynamics 365 For Sales.
In this video, you will learn about Product Catalog - Pricing Methods inside Dynamics 365 For Sales
In this video, you will learn about Product Catalog - Discount Lists inside Dynamics 365 For Sales
In this video, you will learn about Product Catalog - Managing Multi Currencies inside Dynamics 365 For Sales
In this video, you will learn about Product Catalog - Product Families inside Dynamics 365 For Sales
In this video, you will learn about Product Catalog - Product Bundles inside Dynamics 365 For Sales
In this video, you will learn about Opportunity - Line Items inside Dynamics 365 For Sales
In this video, you will learn about Currencies And Exchange Rates inside Dynamics 365 For Sales
In this video, you will learn about Quote Lifecycle And Management inside Dynamics 365 For Sales
In this video, you will learn about Working With Orders inside Dynamics 365 For Sales
In this video, you will learn about Working With Invoices inside Dynamics 365 For Sales
Congratulations on completing this module inside Dynamics 365 For Sales. Let's review.
Improve Sales Performance
Welcome to the fifth module of this course Dynamics 365 For Sales. Improve Sales Performance.
In this video, you will learn what's inside this module.
In this video, you will learn about Goals Inside Dynamics 365 for Dynamics 365 For Sales
In this video, you will learn about Goal Metrics inside Dynamics 365 For Sales
In this video, you will learn about Working With Goals inside Dynamics 365 For Sales
In this video, you will learn about Goals Hierarchy inside Dynamics 365 For Sales
In this video, you will learn about Rollup Queries inside Dynamics 365 For Sales
In this video, you will learn about Export To Word Templates inside Dynamics 365 For Sales
In this video, you will learn about Integrate Charts And Dashboards inside Dynamics 365 For Sales
Congratulations on completing this module inside Dynamics 365 For Sales. Let's review.
Manage Customer Information
Welcome to the sixth module of this course Dynamics 365 For Sales. Manage Customer Information.
In this video, you will learn what's inside this module.
In this video, you will learn about Sales Functional Areas inside Dynamics 365 For Sales
In this video, you will learn about Model Relationships And Records inside Dynamics 365 For Sales
In this video, you will learn about Client Access Methods inside Dynamics 365 For Sales
In this video, you will learn about Utilize The Help Center inside Dynamics 365 For Sales
In this video, you will learn about Perform Data Management inside Dynamics 365 For Sales
In this video, you will learn about Perform Lifecycle Management inside Dynamics 365 For Sales
Congratulations on completing this module inside Dynamics 365 For Sales. Let's review.
Course Review
Congratulations on completing this course. I'm sure you have learned something good. Let's do a review.
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