Sales App - 2 Day

  • $1,200.00


This 2-day course offers in depth instruction on the capabilities of the Dynamics 365 Sales App and focuses on out of the box functionality. It helps prepare for certification exam MB2-717.

Capstone Exercise: The course capstone exercise combines Opportunity Management, Lead Management, Product Catalog, Marketing Lists, Campaigns, Business Process Flow, Word Documents Templates, Goals, Reporting, and Sales Literature ensuring that at the end of the course the student has achieved the aptitude of mastering the Sales Application.

Course Length: 2 Days

Audience Profile: This course is intended for sales administrators / power users. 

Course Topics:

Introduction

  • System Options
  • UI Tour
  • Advanced Find
  • Marketing Lists
  • Campaigns
  • Quick Campaigns

Sales

  • Opportunity Management
  • Lead Management
  • Product Catalog
  • Quote / Order / Invoice Process
  • Sales Literature
  • Competitors

Core Dynamics

  • Business Process Flow
  • Task Flow
  • Reporting
  • Word Document Templates
  • Embedded Intelligence