Dynamics Sales

88 resources

Mslearn
free
Validate your Dynamics 365 customer experience analyst skills
Validate your implementation skills in Dynamics 365 Sales and Dynamics 365 Customer Insights in this learning path...
Dynamics 365 Dynamics Customer Engagement Dynamics Sales
intermediate
Mslearn
free
Configure Dynamics 365 Sales for AI-powered selling
Learn how to configure Dynamics 365 Sales with AI-powered tools like Copilot and AI agents to empower sellers and...
Dynamics 365 Dynamics Sales
beginner
Mslearn
free
Introduction to sales in Dynamics 365
Explore Microsoft Dynamics 365 customer engagement apps and their shared capabilities. Learn how Dynamics 365...
Dynamics 365 Dynamics Sales Dynamics Customer Engagement
beginner
Mslearn
free
Work with Dynamics 365 Sales Professional
Generate leads, create opportunities, realize easy setup and integration, and streamline your sales processes with...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Use Dynamics 365 Copilot for Sales
This learning path helps identify features and functionality of Dynamics 365 Copilot for Sales, and how to set up...
Ms Copilot Dynamics Sales Dynamics 365
beginner
Mslearn
free
Deploy Dynamics 365 Project Operations
Learn about how to deploy Dynamics 365 Project Operations
Dynamics 365 Dynamics Project Operations Dynamics Finance
intermediate
Mslearn
free
Use Success by Design for Dynamics 365 solutions
FastTrack for Dynamics 365 is designed to help customers and partners achieve a successful deployment of Dynamics...
Dynamics 365 Dynamics Sales Customer Insights Journeys
advanced
Mslearn
free
Explore the fundamentals of Microsoft Dynamics 365 Sales
This learning path introduces learners to Dynamics 365 Sales. You'll learn about the core product capabilities and...
Dynamics 365 Dynamics Sales
beginner
Mslearn
free
Set up and use the sales accelerator capabilities in Dynamics 365 Sales
Learn how to set up and configure Dynamics 365 Sales to use sales accelerator features. Use the Sales accelerator so...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Implement Dynamics 365 Projects
As you implement Dynamics 365 solutions, you have many considerations. These include designing for users, sharing...
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Extend Dynamics 365 Sales with AI and Power Platform tools
Learn how to enhance Dynamics 365 Sales with AI tools and Power Platform capabilities, including mobile apps,...
Dynamics 365 Dynamics Sales Power Platform
beginner
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free
Validate your Dynamics 365 Sales Functional Consultant skills
This learning path prepares you to complete the Dynamics 365 Sales Functional Consultant challenge project and...
Dynamics Sales
intermediate
Mslearn
free
Integrate Dynamics 365 Sales with Dynamics 365 Business Central using Dataverse
Do you want to use Dynamics 365 Sales with Business Central? This learning path discusses how to work with coupling...
Dynamics 365 Dynamics Sales Dynamics Business Central
intermediate
Mslearn
free
Enhance Dynamics 365 Sales with tools and apps
Tools like Microsoft 365 apps, embedded intelligence features, and the Dynamics 365 Sales mobile app empower your...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Design Dynamics 365 Solutions
While the technology is important, designing solutions with Dynamics 365 is about more than the technology. You must...
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Generate and qualify leads using AI in Dynamics 365 Sales
Learn how to configure lead management, automate lead qualification, and leverage AI-powered tools in Dynamics 365...
Dynamics 365 Dynamics Sales
beginner
Mslearn
free
Work with Dynamics 365 Sales insights
Learn how to configure and work with Dynamics 365 Sales Insights.
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Work with Dynamics 365 Sales
Generate leads, create opportunities, and utilize embedded intelligence with Microsoft Dynamics 365 Sales. This...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Win deals with AI-powered sales execution in Dynamics 365 Sales
Learn how to set up the product catalog, manage opportunities, deploy AI sales agents, and analyze pipeline...
Dynamics 365 Dynamics Sales
beginner
Mslearn
free
Get started with the features in Dynamics 365 Project Operations
Learn about the features in Dynamics 365 Project Operations
Dynamics 365 Dynamics Project Operations Dynamics Finance
intermediate
Mslearn
free
Learn the fundamentals of Dynamics 365 projects
Learn the fundamentals of Dynamics 365 projects, and better understand digital transformation, Dynamics 365 apps and...
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Implement goal management in Dynamics 365 Sales and Customer Service
Learn how to create goals for Microsoft Dynamics 365 Sales and Customer Service.
Dynamics 365 Dynamics Sales Dynamics Customer Service
beginner
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free
Get to know your Dynamics 365 customers
Discover skills and techniques to be an effective Dynamics 365 functional consultant by understanding your customer.
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Analyze Dynamics 365 sales data
Microsoft Dynamics 365 has multiple analytical options to help organizations drive business decisions that are based...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Design data models for Dynamics 365 solutions
A data model workshop is part of Success by Design. This module will provide a basic description of data modeling...
Dynamics 365 Dynamics Sales Customer Insights Journeys
advanced
Mslearn
free
Get started with project sales management in Dynamics 365 Project Operations
The sales processes that are used in a project-based organization differ from the sales processes that are used in a...
Dynamics 365 Dynamics Project Operations Dynamics Finance
intermediate
Mslearn
free
Assistant studio tutorials for Dynamics 365 Sales Insights
Discover how to boost productivity by creating custom insights using Microsoft Power Automate in Dynamics 365 Sales Insights.
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Introduction to becoming a business applications professional
Discover the role of a Business Applications professional, explore Dynamics 365 community resources, and learn about...
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Identify customer needs and explore relationships in Dynamics 365
Explore how AI-powered capabilities in Dynamics 365 Sales help sellers identify customer needs and keep deals moving.
Dynamics 365 Dynamics Sales
beginner
Mslearn
free
Get to know the project team for Dynamics 365 implementations
Discover the complexities of implementing Dynamics 365 projects, understanding team roles and the importance of coordination.
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Sync sales orders from and to Dynamics 365 Business Central and Dynamics 365 Sales
Learn about and set up bidirectional synchronization.
Dynamics Business Central Dynamics 365 Dataverse
intermediate
Mslearn
free
Improve customer relationships using effective account management with Dynamics 365 Customer Voice
This module describes how you can improve customer relationships by using Microsoft Dynamics 365 Customer Voice...
Dynamics 365 Customer Voice Dynamics Sales
intermediate
Mslearn
free
Test your Dynamics 365 implementation
Discover the importance of testing in building business applications with Dynamics 365, including types of tests and...
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Use Dynamics 365 Sales from Dynamics 365 Business Central
Learn how to handle coupling during integration of Dynamics 365 Sales and Dynamics 365 Business Central.
Dynamics Business Central Dynamics Sales Dynamics 365
intermediate
Mslearn
free
Digitally transform with Dynamics 365
Explore how Dynamics 365 business applications simplify CRM and ERP systems, aiding digital transformation for organizations.
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Discover the Dynamics 365 landscape
Explore the capabilities, deployment options, and potential integrations of Dynamics 365 business applications.
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Convert prospects in Dynamics 365 Sales to customers in Dynamics 365 Supply Chain Management
An important goal of most businesses is to convert prospects to customers and then maintain an ongoing business...
Dynamics 365 Dynamics Scm Dynamics Sales
intermediate
Mslearn
free
Manage relationships with relationship selling in Dynamics 365 Sales
Learn how to manage relationships with Dynamics 365 Sales.
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Define and track individual goals in Dynamics 365 Sales and Customer Service
Define and track your customer service-related goals including identifying metrics.
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Overview of Dynamics 365 Sales Professional
What is Dynamics 365 Sales Professional and how do I get started? Get started with the basics. See how Dynamics 365...
Dynamics 365 Dynamics Sales
beginner
Mslearn
free
Explore how to negotiate deal terms and address objections in Dynamics 365 Sales
This module examines how Dynamics 365 Sales and its integrated AI tools support sellers through negotiation and...
Dynamics 365 Dynamics Sales
beginner
Mslearn
free
Qualify leads using the Sales Qualification Agent in Dynamics 365 Sales
Configure the Sales Qualification Agent in Dynamics 365 Sales to automate lead research and qualification. Compare...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Challenge project - Create products and set up a product catalog
Configure your own Dynamics 365 Sales product catalog to support a scenario for a fictional company. You'll be...
Dynamics Sales
intermediate
Mslearn
free
Challenge project - Configure a Dynamics 365 customer experience solution
This challenge project will test your skills in configuring Dynamics 365 Sales and Dynamics 365 Customer Insights to...
Dynamics 365 Dynamics Sales Customer Insights Data
intermediate
Mslearn
free
Document your Dynamics 365 solution for the customer
Explore the process of creating and maintaining Dynamics 365 system documentation for various audiences in this module.
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Nurture and generate leads in Dynamics 365 Sales
Configure lead management in Dynamics 365 Sales to capture, nurture, and prioritize leads. Explore lead creation...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Discover Dynamics 365 Sales as an AI-powered sales solution
Learn how Dynamics 365 Sales combines AI agents, Copilot, and automation to power every stage of the sales process.
Dynamics Sales Dynamics 365
beginner
Mslearn
free
Set up metrics and alerts for Customer Voice surveys
Set up satisfaction metrics and add survey response alerts.
Dynamics 365 Customer Voice Dynamics Sales
intermediate
Mslearn
free
Design the Dynamics 365 deployment
Explore Dynamics 365 customization, focusing on user needs, problem evaluation from multiple perspectives, and...
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Close deals using AI agents in Dynamics 365 Sales
Configure AI agents in Dynamics 365 Sales to research opportunities and accelerate deal closure. Set up the Sales...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Send Dynamics 365 Customer Voice surveys
Learn about the various methods that Dynamics 365 Customer Voice provides to help you send powerful surveys to...
Dynamics 365 Customer Voice Dynamics Sales
beginner
Mslearn
free
Deploy and configure Sales in Microsoft 365 Copilot
Learn how to deploy and configure Sales in Microsoft 365 Copilot.
Dynamics 365 Dynamics Sales Ms Copilot
intermediate
Mslearn
free
Analyze sales performance using AI, forecasting, and dashboards in Dynamics 365 Sales
Configure analytics and forecasting in Dynamics 365 Sales to gain visibility into pipeline health and revenue...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Explore Dynamics 365 Sales
This module introduces learners to Dynamics 365 Sales focusing on managing leads, lead qualification, opportunities...
Dynamics 365 Dynamics Sales
beginner
Mslearn
free
Process sales orders with Dynamics 365 Sales
You might sell different items using different processes. However, you must set up at least one sales process in...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Set up and configure Dynamics 365 Sales
Learn how to configure Dynamics 365 Sales for your organization—including AI-powered features like Copilot,...
Dynamics 365 Dynamics Sales
beginner
Mslearn
free
Create customer surveys with Dynamics 365 Customer Voice
Obtaining customer feedback can help you make better business decisions. In this module, you get started with...
Dynamics 365 Customer Voice Dynamics Sales
beginner
Mslearn
free
Explore lead qualification in Dynamics 365
Learn how to use Dynamics 365 Sales to qualify leads, prioritize prospects with AI, and convert leads into...
Dynamics 365 Dynamics Sales
beginner
Mslearn
free
Use goal metrics in Dynamics 365 Sales and Customer Service
Identify customer service metrics, creating goal metrics, and work with roll-up columns and queries.
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Get started with invoicing in Dynamics 365 Project Operations
Microsoft Dynamics 365 Project Operations for resource/non-stocked based scenarios offers comprehensive capabilities...
Dynamics 365 Dynamics Project Operations Dynamics Finance
intermediate
Mslearn
free
Administer and configure Dynamics 365 Sales Professional
Connect with SharePoint, import data, manage users, and work with other activities in Dynamics 365 Sales Professional.
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Application lifecycle management for Dynamics 365
Explore the application of Application lifecycle management (ALM) in Dynamics 365 projects, learn participation in...
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Review the security model for your Dynamics 365 solutions
Engage with customers to assess the effectiveness of their security strategy and provide guidance for improvement.
Dynamics 365 Dynamics Sales Customer Insights Journeys
advanced
Mslearn
free
Introduction to integrating Dynamics 365 Sales with Dynamics 365 Business Central
Learn about integrating Dynamics 365 Sales with Dynamics 365 Business Central.
Dynamics Business Central Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Create a data migration strategy for Dynamics 365 solutions
The overall goal of the Success by Design framework is to ensure a successful customer outcome for each...
Dynamics 365 Dynamics Sales Customer Insights Journeys
advanced
Mslearn
free
Configure forecasts in Dynamics 365 Sales
Learn to configure forecasts in Dynamics 365 Sales.
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Determine the implementation approach for your Dynamics 365 project
Explore the importance of adopting an implementation methodology for successful Dynamics 365 projects, including...
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Create sales sequences with Sales Insights
Salespeople engage with multiple customers every single day. They're responsible to qualify leads, nurture...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Describe sales account management in Dynamics 365
This module introduces you to sales account management capabilities in Dynamics 365, including Customer Insights –...
Dynamics 365 Dynamics Sales
beginner
Mslearn
free
Explore forecasting, pipeline management, and analytics in Dynamics 365 Sales
This module explores the forecasting and analytics capabilities of Dynamics 365 Sales, including pipeline...
Dynamics 365 Dynamics Sales
beginner
Mslearn
free
Gather customer feedback with Dynamics 365 Customer Voice
Discover ways to gather customer feedback using Dynamics 365 Customer Voice and improve client relationships through...
Dynamics 365 Dynamics Sales Customer Voice
intermediate
Mslearn
free
Review Customer Voice survey reports
Discover how to analyze, filter, and export survey report results in Dynamics 365 Customer Voice.
Dynamics 365 Dynamics Sales Customer Voice
intermediate
Mslearn
free
Manage projects in Dynamics 365 Customer Voice
Learn how to add projects, copy surveys, and share projects in Dynamics 365 Customer Voice for better collaboration.
Dynamics 365 Dynamics Sales Customer Voice
intermediate
Mslearn
free
Evaluate requirements for Dynamics 365 projects
Discover effective techniques for collecting and evaluating project requirements to enhance solution building for...
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Set up Sales accelerator in Dynamics 365 Sales
Discover the benefits of using the Sales accelerator in Dynamics 365 Sales. Streamline your sales process and...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Design for accessibility in Dynamics 365
Explore the importance of accessibility in technology, learn about Microsoft's approach, and discover tools for improvement.
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Work with segments in Dynamics 365 Sales accelerator
Create and activate segments in Dynamics 365 Sales accelerator to group records based on conditions and connect them...
Dynamics Sales
intermediate
Mslearn
free
Engage with customers through text messages in Dynamics 365 Sales
Engage with customers through text messaging and edit phone number features in Dynamics 365 Sales
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Configure Sales Insights
Learn about configuring Sales Insights.
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Set up the product catalog in Dynamics 365 Sales
Learn how to set up and manage the product catalog in Dynamics 365 Sales, including products, families, bundles,...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Present Business Applications designs to stakeholders
Discover effective strategies for presenting to stakeholders, handling presentation issues, and communicating...
Dynamics 365 Dynamics Finance Dynamics Sales
beginner
Mslearn
free
Work with assignment rules in Dynamics 365 Sales accelerator
Reduce manual effort and prevent loss of unassigned records with Dynamics 365 Sales assignment rules feature.
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Manage opportunities and process sales orders in Dynamics 365 Sales
Learn how to manage the full opportunity lifecycle in Dynamics 365 Sales — from creation through closure — and...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Transform customer experiences with AI in Dynamics 365 apps
Discover how Dynamics 365 customer engagement apps—Sales, Customer Service, Contact Center, Customer Insights, and...
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Boost sales performance with Sales in Microsoft 365 Copilot
Learn how to boost sales performance with Sales in Microsoft 365 Copilot.
Ms Copilot Dynamics Sales
beginner
Mslearn
free
Get started with the Dynamics 365 Sales mobile app
Learn about the Dynamics 365 Sales mobile app.
Dynamics 365 Dynamics Sales
intermediate
Mslearn
free
Describe how to close customer deals in Dynamics 365
Learn how Dynamics 365 Sales AI tools support sellers during the closing phase with research agents, automated...
Dynamics 365 Dynamics Sales Ms Copilot
beginner
Mslearn
free
Business process mapping for Dynamics 365
Discover how to implement business applications effectively, using techniques like shadowing and mapping processes...
Dynamics 365 Dynamics Finance Dynamics Sales
beginner