Seminarinhalt
Programm
- Create powerful customer experiences for organizations with Dynamics 365 apps
- Get startet with Dynamics 365 Sales
- Manage leads with Dynamics 365 Sales
- Manage opportunities with Dynamics 365 Sales
- Manage and organize your product catalog with Dynamics 365 Sales
- Process sales orders with Dynamics 365 Sales
- Configure forecasts in Dynamics 365 Sales
- Manage relationships with relationship selling in Dynamics 365 Sales
- Analyze Dynamics 365 sales data
- Set up Sales accelerator in Dynamics 365 Sales
- Create sales sequences with Sales Insights
- Work with segments in Dynamics 365 Sales acccelerator
- Work with assignment rules in Dynamics 365 Sales accelerator
- Engage with customers through text messages in Dynamics 365 Sales
- Define a track individual goals in Dynamics 365 Sales and Customer Service
- Use goal metrics in Dynamics 365 Sales and Customer Service
- Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
- Get started with the Dynamics 365 Sales mobile app
- Boost sales performance with Microsoft 365 Copilot for Sales
- Deploy and configure Microsoft 365 Copilot for Sales
Zielgruppen
Teilnehmer*innen sollten die grundlegenden Vertriebsprinzipien kennen.
Teilnehmer*innen sollten mit der Customer Experience-Suite von Dynamics 365, einschließlich Dynamics 365 Sales und Dynamics 365 Customer Insights vertraut sein.
Sie sollten außerdem Grundkenntnisse im Bereich der Konfiguration modellgesteuerter Anwendungen aufweisen.