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Dynamics 365 for Customer Engagement for Sales


Introduction

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.

Audience Profile

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Prerequisites

Familiarity of business applications and the desire to customize and implement them for your business.

Outcomes

After completing this course, students will be able to:

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure product catalog
  • Manage customer records
  • Utilize analytics tools with customer data

Onsite Training?

If you need training for three or more people, ask us about training at your site. You can enjoy the convenience of reduced travel cost and time, as well as a familiar environment for your staff. Additionally, we can customise the course for your business needs.




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