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MB 280T02 A: Empower Sellers with Dynamics 365 Sales | LANTEC | Course Outline

MB 280T02 A: Empower Sellers with Dynamics 365 Sales

$1,695
2 days
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Course Description:

Dynamics 365 Sales helps accelerate sales teams’ efforts with relationship-building tools and AI-driven insights. In this course, students will learn how to configure and leverage Dynamics 365 Sales to set sales teams up for success.   First, students will set up and configure lead and opportunity management strategies. Then, students will organize their product catalog and process sales orders. Finally, students will leverage relationship-selling features, the Sales Accelerator, and Sales Insights.In this course, students will also learn how to set up and deploy Microsoft Copilot for Sales, a productivity tool to help sellers inside and outside Dynamics 365 Sales.

Course Objectives:

This workshop teaches students how to:

  • Configure core features of Dynamics 365 Sales, including lead/opportunity setup, product catalog and pricing, and sales order processing.
  • Manage the full sales lifecycle, from lead creation through opportunity and quote management.
  • Establish forecasting and goal-management frameworks, and perform analytics using Power BI and built-in tools.
  • Implement productivity-enhancing features such as Sales Accelerator, Sales Insights, and Microsoft Copilot for Sales.
  • Enable mobile and cross-platform collaboration by deploying Dynamics 365 Sales to mobile, Outlook, and other integrations.

Scheduled Courses

This course isn't currently on the schedule, but we can add it. Just let us know.

Need to Request This Course On a Different Day?

LANTEC is very responsive to local client needs and unique or custom class demands. If you require a delivery date option for a class title on our schedule, please submit your specific request for immediate consideration. We can often accommodate countless additional courses NOT available on our public schedules, please inquire for personal assistance.
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Nick Budd, Drake Specialties

"Really awesome class today! We will be able to implement a lot of components to help push Drake to a more organized and positive environment, ultimately boosting productivity as our future demands increase! Thank you for that opportunity. LANtec is a passionate, aware and supportive group of individuals who have found a neat ability to relay positive ideals and reliable standards that can surely benefit any company. I recommend and support, 100%, the availability of any courses that could further our success."