Agenda
10:00 Welcome & Introduction
10:15 Sales Overview
- Core Sales Process
- Customer Management
- Leads & Opportunities
11:00 Sales Life Cycle
- Quotes
- Orders
- Invoice
- Pipeline
- Products
- Price lists
- Forecasting
12:30 Lunch Break
13:30 In-app Marketing
- Marketing List
- Quick Campaigns
14:15 Intelligence
- Copilot for D365 Sales
- Sales Accelerator
- Reporting
16:00 Summary & Questions
Build a solid understanding of Dynamics 365 Sales and learn how to manage the full sales lifecycle. You will learn how to manage core sales activities, work with quotes and orders, understand forecasting and pipeline visibility, and use key tools that support sales productivity*.
We also explore how intelligence features and integrations help you work faster and make better decisions. By the end, you will feel confident navigating the system and managing your sales process end to end.
*NOTE: Attendees will get a link to a CRM environment to use throughout the training day, along with a username and password.