Description
Course info
Level
Beginner
Updated
May 1, 2018
Duration
1h 20m
Description

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
About the author

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.

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Section Introduction Transcripts
Section Introduction Transcripts

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.