Sales Training Course for D365 Sales

Sales people can learn how to set up sales with accounts, contact, and opportunities; activities; and Outlook email integration.

Course curriculum

1. SKIT - Introduction
2. How to use this course
3. Before we begin...
4. What is CRM?
5. How CRM Helps You Sell
6. Common Salespeople Concerns
7. Terminology
1. Who to reach out to if you need help
2. Activity - Identify Resources
1. Logging in
2. Desktop Shortcuts
3. Logging Out
4. Activity - Log into CRM
1. Interface, Site Map, & Navigation Bar
2. QUIZ - Terminology
3. Views
4. Creating a Personal View
5. Activity - Create a Personal View
1. Adjusting your Personal Options
1. Creating a New Account Record
2. Activity - Add an Account
1. Creating a new Contact
2. Activity - Add a Contact
1. Creating an Opportunity
2. Activity - Add an Opportunity
1. Adding a Task
2. Activity - Add a Task
3. Adding a Phone Call
4. Activity - Add a Phone Call
5. Adding an Appointment
6. Activity - Add an Appointment
7. Creating an Email from D365
8. QUIZ - Creating Records
1. SKIT - Bryan's Advanced Find
2. Dataverse Search
3. Quick Find Search
1. SKIT - CRM Plug-in
2. Tracking an Email from Outlook to Dynamics 365 Sales
3. Activity - Send and Track an Email
4. Creating an Activity from Outlook to Dynamics 365 Sales
5. Activity - Create an Activity from Outlook
6. QUIZ - Outlook Integration
1. Default & System Dashboards
2. Personal Dashboards
3. Activity - Change your Default Dashboard

Enroll today