Dynamics 365 for Sales allows salespeople to generate and manage leads, build relationships, nurture and close deals, and track sales goals. This course will guide you through the fundamentals of this important part of the platform.
Today, in our competitive business environment, the importance of sales and happy customers can’t be underestimated. Whether you have a brick-and-mortar store, an online presence, a business-to-business model, or a business-to-consumer model, sales will make or break your business. In this course, Microsoft Dynamics 365 for Sales, you’ll learn the fundamentals of sales for Dynamics 365. First, you’ll become familiar with the Account, Contact, Lead, Opportunity, and Competitor entities and the out-of-the-box sales process. Next, you’ll explore products and their associated collateral of quotes, orders, and invoices. Finally, you’ll learn about goals, sales literature, and also take a closer look at the in-app marketing capabilities, including marketing lists, campaigns, and quick campaigns. When you’re finished with the course, you’ll have a foundational understanding of Dynamics 365 for Sales and how to use it to gain greater insight into your current and prospective customers.
Amber is a Microsoft Certified Trainer and Microsoft Certified Professional Developer with 15+ years experience working with and teaching Microsoft technologies. She also focuses on professional skills, bridging the gap between techies and non-techies. For her work as a training leader, Amber received Training magazine's 2013 Emerging Training Leader award.
Course Overview Hi there. My name is Amber Israelsen, and welcome to my course, Microsoft Dynamics 365 for Sales. I've been doing software development and training for over 15 years. Today in our competitive business environment, the importance of sales and happy customers can't be underestimated. Whether you have a brick and mortar store, an online presence, a business-to-business model, or a business-to-consumer model, sales will make or break your business. As a salesperson, you need to generate and manage leads, build relationships, nurture and close deals, and track your sales goals. That's what the Sales application is all about. In this course, you'll learn the fundamentals of this important part of Dynamics 365. You'll become familiar with the account, contact, lead, opportunity, and competitor entities, and the out of the box sales process. From there, you'll explore products and their associated collateral of of quotes, orders, and invoices. You'll learn about goals, sales literature, and also take a closer look at the in-app marketing capabilities including marketing lists, campaigns, and quick campaigns. When you're finished with the course, you'll have a foundational understanding of Dynamics 365 for Sales, and how to use it to gain greater insight into your current and prospective customers. This course targets end users of the Dynamics 365 for Sales application. You might be a salesperson, a sales manager, a sales assistant, or someone who supports those roles. A secondary audience would be superusers, customizers, administrators, and developers who need to better understand how things work out of the box so you can more effectively customize the system. Prior to watching this course, you should have watched my other course on Pluralsight called Microsoft Dynamics 365 Customer Engagement: Getting Started. I hope you'll join me in this journey in Microsoft Dynamics 365 for Sales, at Pluralsight.
Core Entities Hello, and welcome to this next module in the course. I'm Amber Israelsen. Now that we've made it through the course introduction, let's dive into content for the course starting with the core entities. This module will be short and sweet, but I just want to set the stage by talking about accounts, contacts, leads, opportunities, and competitors. Let's get started.
The Sales Process Hi, Amber Israelsen here, and welcome to this next module in the course of Microsoft Dynamics 365 for Sales. Here's where we are in the big picture. Last time we covered the core entities, and now we're going to see how they work through the sales process. We'll start by talking about the overall purpose of the sales process within the system, and then we'll take a closer look at the different stages, namely qualify, develop, propose, and close. Let's jump right in.
Products Hello, and welcome to this next module in the course, Dynamics 365 for Sales. As a reminder, here's where we are in the overall course up to talking about products. In this module, I'll give you an overview of the product catalog, which is made up of a few different constructs, those being products, product families, and product bundles. We'll talk about this idea of units and unit groups, see how to create price lists, as well as discount lists, and then we'll go through the process of actually creating products. And yes, there is a specific sequence that needs to be followed to get things set up correctly.
Quotes, Orders, and Invoices Hello there, and welcome back. Thanks for sticking with me in this course about Dynamics 365 for Sales. We're about halfway through now. In the last module, we talked about how to set up products. And now that we have them set up, let's talk about how they'd be used. Something like this. My lead wants a quote for espresso machines. If he accepts that quote, I'd like to be able to create an order with those same products. And that's what we'll cover in the upcoming module, an overview of quotes, orders, and invoices, what they're used for, how they fit into the overall sales process, and then we'll actually go and create some. Let's get started.
Goals Hello again. Amber here, and welcome to this next module in the course. We're moving right along, and here we are in the module about goals. Now that you know how to create products, how to work leads and opportunities through the sales process, you might be wondering how you track your progress and meet your sales quotas. That's what this module's all about. I'll give you an overview of goals, metrics, and rollup fields as you create the goals, and then I'll also talk you through how to create them doing a short demo. Importantly, you also need to monitor your goals either for yourself or for your team, so I'll show you how to do that as well. Let's get started.
Sales Literature We're moving right along in this course. I'm Amber Israelsen, and thanks for sticking with me. Here we are in the big picture. We've seen some of the basics of how to capture data in the Sales application, how to work through the sales process, and how to set goals for yourself or your team. Now let's look at sales literature. We'll start with an overview of sales literature. What is it, why would you use it, and common types of documents you'd see. Then we'll move on to take a look at how you create and share sales literature. Let's get started.
Marketing Hello, Amber here, and welcome to the next module in the course. We've made good progress so far, and now we're up to the Marketing module. In this module, I'll give you an overview of the different options for marketing within Dynamics 365, only one of which we'll be covering in depth, and that's the in-app marketing. With in-app marketing, you can create marketing lists and campaigns, and then track those campaigns using responses so you know what kind of an impact your campaign has had. I'll also show you in a demo how to create those lists and campaigns. So let's get started.
Course Summary and Next Steps Welcome to this final module, the Course Summary and Next Steps. We've made it all the way to the end. Thanks for sticking with me. At the beginning of the course, I introduced you to Wired Brain Coffee in Seattle. As a global company with franchised and independent shops, they have a lot of different kinds of business relationships and service needs. Sophia has been learning the ins and outs of working with the Sales application, and we've been following her along throughout the course as she solidifies her understanding. Now that we've come to the end, let's recap.