MB-280T02 Empower sellers with Dynamics 365 Sales
Key Learning Objectives
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Core Application Navigation & Setup
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Navigate and customize the Dynamics 365 Sales workspace.
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Configure system settings and security roles to align with organizational needs.
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Lead and Opportunity Management
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Implement strategies for managing leads and opportunities.
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Create and use segments, assignment rules, and sequences.
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Apply the Sales accelerator to automate connections and guide sellers.
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Product and Order Management
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Organize and maintain the product catalog.
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Create and manage quotes, orders, and invoices.
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Sales Accelerator and Relationship Selling
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Configure and leverage Sales Insights, the Sales accelerator, and relationship selling features.
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Streamline seller workflows and improve customer interactions.
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Goal Management and Forecasting
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Set up sales goals.
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Configure forecasts to track performance against targets.
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Text Messaging and AI Insights
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Explore native text messaging functionality.
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Apply AI-driven insights to strengthen communication and optimize sales strategies.
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Integration
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Connect Dynamics 365 Sales with Microsoft 365 applications (Outlook, Teams, etc.) for enhanced collaboration and productivity.
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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.
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Basic Sales Principles: Understanding of core sales concepts and processes.
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Dynamics 365 Customer Experience Suite: Familiarity with Dynamics 365 applications, especially Sales and Customer Insights.
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Model-Driven Application Configuration: Experience with basic setup and configuration of model-driven apps in Dynamics 365.
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Navigation & Data Management: Comfort navigating Dynamics 365, managing leads and opportunities, and working with the product catalog.
- Dynamics 365 customer experience apps in an organization’s journey
- Role of Sales within the customer engagement solution
- Navigation in Dynamics 365 Sales
- Managing customers and in-app marketing
- Introduction to Copilot in Dynamics 365 Sales
- Application setup and customization options
- Document management and Outlook integration
- Security roles and access control
- Configuring Copilot in Sales
- Lead management lifecycle: create, qualify, and manage leads
- Opportunity management lifecycle: create, track, account/team selling
- Data management tools for leads and opportunities
- Using Copilot with leads and opportunities
- Product catalog overview: currencies, price lists, products, families, and catalog settings
- Sales order processing: quotes, orders, and invoices
- Configure and manage forecasts, including advanced and premium features
- Define and track individual goals and goal hierarchies
- Set up goal metrics and fiscal year settings
- Configure and use the Sales accelerator
- Manage relationship health with Sales Insights
- LinkedIn Sales Navigator integration
- Copilot and AI-driven productivity features
- Set up and customize the Sales accelerator workspace
- Manage record types, filters, sorting, and widgets
- Create, connect, edit, and manage sales sequences
- Create and manage segments and assignment rules
- Reporting and analytics for the Sales accelerator
- Engage customers through text messaging: setup, management, and conversations
- Microsoft 365 integration: mailboxes, server-side sync, document management, Outlook App, and Teams integration
- Analytical options, search tools, and out-of-box dashboards
- Power BI integration and templates for sales reporting
- Deploy and use the Dynamics 365 Sales mobile app
- Manage records, customize forms, and enable push notifications