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Dynamics 365 Sales for Functional Consultants
Dynamics 365 Sales for Functional Consultants
Course Category: Dynamics 365 Sales
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Course Content
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Set Up & Configure Dynamics 365 Sales
4 Topics
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1 Quiz
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Lesson Content
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0/4 Steps
Introduction to Dynamics 365 Sales
Set Up & Configure the Application
Use Customization Options
Set Up Security Roles
Quiz #1
Lead Management
4 Topics
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1 Quiz
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Managing Leads
Lead Qualification
Working With Status Reasons
Lab: Work With Dynamics 365 Leads
Understanding Leads
Understanding Sales Territories
4 Topics
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1 Quiz
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0/4 Steps
Accessing Sales Territories
Configuring Sales Territories
Linking Accounts to Sales Territories
Assigning Default Price Lists to Sales Territories
Understanding Sales Territories
An Overview of Auto-Numbering
1 Topic
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1 Quiz
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0% Complete
0/1 Steps
Accessing & Configuring Auto-Numbering Under Data Management
Understanding Auto-Numbering
Record Creation Rules
1 Topic
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0% Complete
0/1 Steps
Creating New Rules
Sales Charts
1 Topic
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0% Complete
0/1 Steps
Types of Charts
Duplicate Detection Rules
1 Topic
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1 Quiz
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0/1 Steps
Creating Duplicate Detection Rules
Understanding Duplicate Detection Rules
Working With Quotes
6 Topics
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0/6 Steps
The Quote Lifecycle
Creating Quotes
Revising Quotes
Creating an Order from a Quote
Closing a Quote
Printing Quotes
Instructor
Caroline Mayou
Caroline Mayou runs the Dynamics 365 Customer Engagement and Power Platform practices at Avantiico. Caroline has implemented Power Platform and CRM solutions for over 20+ clients and has worked across 8 verticals.
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Dynamics 365 Sales
3 days
Intermediate
16 Lessons
16 Quizzes
Certificate
English
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