MB 280T02 A: Empower Sellers with Dynamics 365 Sales

Audience:

This course is designed for IT or sales professionals who want to learn how to leverage Dynamics 365 Sales and Microsoft Copilot for Sales for their organizations.

Prerequisites:

Students should have knowledge in basic sales principles. Students should be familiar with the Dynamics 365 customer experience suite, including Dynamics 365 Sales and Dynamics 365 Customer Insights. They should also have basic model-driven application configuration experience.

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.