Empower sellers with Dynamics 365 Sales (MB-280)

Course Outline

1) Work with Dynamics 365 Sales
• Create powerful customer experiences for organizations with Dynamics 365 apps
• How customer engagement apps can be used in an organization
• How Dynamics 365 and Power Platform can be used with customer engagement apps
• Get started with Dynamics 365 Sales
• The Dynamics 365 Sales application and how organizations can use it
• Core elements of the application and how to navigate within it
• Management of customers in the application, and how to work with in-app marketing features
• Set up and configure Dynamics 365 Sales
• Learn about the key features of Dynamics 365 Sales and how it can help your organization
• Configure key settings that organizations should customize when setting up the application
• Set up the included security roles for sales users
• Manage leads with Dynamics 365 Sales
• Examine the lead qualification process in Dynamics 365 from beginning to end
• Identify the different options that are available for creating and defining leads
• Use business process flows to manage the lead lifecycle
• Qualify and disqualify leads
• Manage opportunities with Dynamics 365 Sales
• Identify scenarios where opportunities can be used
• Create and define opportunities
• Work with related opportunity records
• Manage an opportunity throughout its lifecycle
• Manage and organize your product catalog with Dynamics 365 Sales
• Set up unit groups to help control how products are sold
• Create product family hierarchies that include product bundles and individual products
• Set up product pricing data by creating price lists and price list items
• Use discount lists to provide volume discount pricing
• Process sales orders with Dynamics 365 Sales
• Define quote records for opportunity records
• Work a quote through its entire lifecycle
• Add and revise quote product line items
• Deliver quotes to customers
• Configure forecasts in Dynamics 365 Sales
• Configuration of forecasts based on specific needs
• Available forecast management and advanced configuration options
• Available premium forecasting features
• Manage relationships with relationship selling in Dynamics 365 Sales
• Discover best practices
• Manage relationship health with Sales Insights
• Recognize features of Sales Navigator
• Analyze Dynamics 365 sales data
• Review analytical options
• Describe searching tools
• Utilize Power BI to view data
• Analyze data

2) Set up and use the sales accelerator capabilities in Dynamics 365 Sales
• Set up Sales accelerator in Dynamics 365 Sales
• Learn about the Sales accelerator and what it does
• Explore how to set up Sales accelerator
• Examine how to manage access and record types
• Discover how to customize the workspace
• Learn how to set up filtering and sorting
• Learn how to add the Up next widget to forms
• Create sales sequences with Sales Insights
• Create a basic sequence
• Connect a sequence to a record
• Disconnect a sequence from a record
• Edit a sequence
• Establish a flow to automatically connect sequences to records
• Work with segments in Dynamics 365 Sales accelerator
• Examine how to create and activate segments
• Explore how to connect segments to sequences
• Learn how to view the details of a segment
• Explore how to manage a segment, including how to edit, change the priority, deactivate, or delete a segment
• Work with assignment rules in Dynamics 365 Sales accelerator
• Discover the different options that are available for assigning lead and opportunity records
• Explore how to specify which sellers can have records assigned to them
• Examine what seller attributes are and how to create them
• Learn about seller availability and how it impacts record assignment
• Examine how to create and activate assignment rules
• Explore the options that are available for managing rules
• Learn how to manage unassigned records
• Engage with customers through text messages in Dynamics 365 Sales
• Explore the available text messaging capabilities in Dynamics 365 Sales
• Learn how to set up a text messaging provider
• Discover how to edit phone numbers
• Explore how to add the text message option to forms
• Learn how to work with text messages

3) Implement goal management in Dynamics 365 Sales and Customer Service
• Define and track individual goals in Dynamics 365 Sales and Customer Service
• Create and manage individual goals
• Use Parent and Child goals
• Monitor goal progress
• Use goal metrics in Dynamics 365 Sales and Customer Service
• Determine with metrics are needed to build efficient customer service goals
• Modify Fiscal Year settings to align goal progress
• Define Goal Metrics for an Organization
• Create custom Roll-up columns and Queries

4) Enhance Dynamics 365 Sales with tools and apps
• Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
• Integrate email with Microsoft Dataverse to show emails as activities in Dynamics 365 applications and model-driven apps
• Examine server-side synchronization and learn why it matters in Power Platform implementations
• Review and set up document management options that are available through Microsoft SharePoint
• Learn about the app for Outlook and how to deploy it
• Tailor the app for Outlook
• Get started with the Dynamics 365 Sales mobile app
• Learn how to deploy and use the Dynamics 365 Sales mobile app
• Manage records
• Customize form views
• Set up push notifications