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Learn Microsoft Dynamics 365 Sales: Simplifying Sales Management for Business Growth(Learn Microsoft Dynamics 365)

Learn Microsoft Dynamics 365 Sales: Simplifying Sales Management for Business Growth(Learn Microsoft Dynamics 365)


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About the Book

Learn Microsoft Dynamics 365 Sales A Step-by-Step Guide for Sales Teams Contents at a Glance This chapter list provides a comprehensive structure that covers everything from the basics to advanced topics, helping sales teams effectively use Dynamics 365 Sales. Part 1: Introduction and Getting Started 1. Introduction to Dynamics 365 Sales Overview of Dynamics 365 Sales Benefits for Sales Teams Use Cases Across Industries 2. Setting Up Your Dynamics 365 Sales Environment Signing Up and Accessing Dynamics 365 Licensing and Subscription Options Initial Configuration and Customization 3. Navigating the User Interface Dashboard Overview Understanding Modules and Work Areas Personalizing Your Workspace 4. Understanding Key Concepts and Terminologies Entities, Records, and Fields Leads, Opportunities, and Accounts Pipelines, Workflows, and Stages Part 2: Core Functionalities of Dynamics 365 Sales 5. Managing Leads and Lead Qualification Creating and Importing Leads Tracking and Scoring Leads Converting Leads to Opportunities 6. Building and Managing Accounts and Contacts Creating Accounts and Contacts Relationship Insights Account and Contact Hierarchies 7. Working with Opportunities Creating Opportunities Managing Opportunity Pipelines Tracking Progress and Stages 8. Sales Activities and Communication Tracking Logging Calls, Emails, and Meetings Setting Tasks and Appointments Integrating with Outlook and Teams Part 3: Advanced Sales Features 9. Using the Sales Accelerator Understanding the Sales Accelerator Features Managing Sales Sequences Prioritizing Sales Activities 10. Sales Insights and AI Capabilities Predictive Lead and Opportunity Scoring Relationship Analytics Sales Coaching Insights 11. Configuring and Managing Products and Price Lists Setting Up Product Catalogs Managing Price Lists and Discounts Associating Products with Opportunities 12. Quoting and Order Management Creating Quotes and Proposals Converting Quotes to Orders Managing Invoices Part 4: Reporting and Analytics 13. Building Dashboards and Views Creating Custom Views and Filters Designing Dashboards for Sales Metrics Sharing and Collaborating on Dashboards 14. Generating Sales Reports Using Built-in Reporting Tools Exporting and Sharing Reports Customizing Reports 15. Leveraging Power BI with Dynamics 365 Sales Connecting Power BI to Dynamics 365 Building Interactive Sales Dashboards Advanced Data Analytics for Sales Part 5: Customization and Automation 16. Customizing Dynamics 365 for Your Sales Team Adding Custom Fields and Entities Modifying Forms and Views Setting Up Business Rules 17. Sales Process Automation with Workflows and Power Automate Automating Lead Assignment Setting Up Approval Workflows Triggering Notifications and Alerts 18. Integrating Dynamics 365 with Other Tools Integration with Microsoft 365 Suite (Outlook, Teams, SharePoint) Third-Party Tool Integrations API and Custom Integration Options Part 6: Best Practices and Advanced Topics 19. Best Practices for Dynamics 365 Sales Adoption Training Your Sales Team Encouraging User Adoption Measuring ROI of Dynamics 365 20. Troubleshooting and Future Trends Common Issues and How to Fix Them Staying Updated with New Features The Future of Dynamics 365 Sales


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Product Details
  • ISBN-13: 9798301579776
  • Publisher: Independently Published
  • Publisher Imprint: Independently Published
  • Height: 279 mm
  • No of Pages: 192
  • Returnable: N
  • Spine Width: 10 mm
  • Weight: 508 gr
  • ISBN-10: 8301579773
  • Publisher Date: 28 Nov 2024
  • Binding: Paperback
  • Language: English
  • Returnable: N
  • Series Title: Learn Microsoft Dynamics 365
  • Sub Title: Simplifying Sales Management for Business Growth
  • Width: 216 mm


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Learn Microsoft Dynamics 365 Sales: Simplifying Sales Management for Business Growth(Learn Microsoft Dynamics 365)
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