Call Us: +32 2 466 00 16
Email: info@u2u.be
Follow Us:

Microsoft Dynamics 365 Sales

1 days
mb-210
1 days

Upcoming Sessions

Date: currently not scheduled

Format: Classroom

Price: 400€

Subscribe to waiting list

Date: currently not scheduled

Format: Classroom

Price: 400€

Subscribe to waiting list

Interested in a private company training? Request it here.

Configure Dynamics 365 Sales

In this module, we will learn about configuring the sales application to fit an organization's unique requirements.

  • Configure organization and management settings

Manage leads and opportunities with Dynamics 365 Sales

In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.

  • Manage leads with Dynamics 365 Sales

  • Manage opportunities with Dynamics 365 Sales

Manage orders and the product catalog with Dynamics 365 Sales

In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.

  • Manage and organize your product catalog with Dynamics 365 Sales

  • Process sales orders with Dynamics 365 Sales

Manage goals with Dynamics 365 Sales

In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.

  • Define and track individual goals with Dynamics 365 Sales

  • Use goal metrics in Dynamics 365 Sales

Analyze Dynamics 365 Sales data

In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.

  • Analyze data in Dynamics 365 Sales

  • Analyze data with Power BI

Work with Dynamics 365 Sales Insights

In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.

  • Configure Sales Insights

Create surveys with Dynamics 365 Customer Voice

In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.

  • Create a survey project with Dynamics 365 Customer Voice

  • Create surveys with Dynamics 365 Customer Voice

  • Send Dynamics 365 Customer Voice surveys

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; it assists with tracking data against sales goals, automating best practices, learning from data, and more. Our team of globally recognized experts take students step by step, from lead, to opportunity, to closed deal. Using the application’s available automation and customization options, students will learn how to enable sales staff to be their most productive selves.

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Contact Us
  • Address:
    U2U nv/sa
    Z.1. Researchpark 110
    1731 Zellik (Brussels)
    BELGIUM
  • Phone: +32 2 466 00 16
  • Email: info@u2u.be
  • Monday - Friday: 9:00 - 17:00
    Saturday - Sunday: Closed
Say Hi
© 2021 U2U All rights reserved.