Microsoft Dynamics 365 for Sales

by Amber Israelsen

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.

What you'll learn

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.

About the author

Amber has been a software developer and technical trainer since the early 2000s. She holds certifications for AWS and a variety of Microsoft technologies. In recent years, she has focused on AWS, Azure, Dynamics 365, SharePoint and ASP.NET, teaching students around the world. She also works to bridge the gap between developers, designers and businesspeople with her expertise in visual communication, user experience and business/professional skills.

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