36511-Relationship Management in Microsoft Dynamics 365 for Sales

This course describes and explores the management of, and application of, leads and sales opportunities in the sales process, as well as how to analyze the monitoring of sales-related data utilizing some of the essential built-in tools available.
SKU: 36511

DEMO: This is a sample video of this course.


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The paid version of this course contains videos of following topics:
Course Length: 04 Hours 47 Minutes 22 Seconds

Course Outline

Relationship Management in Microsoft Dynamics 365 for Sales

This course prepares you for Microsoft Dynamics MB2-717 and helps prepare you for assessment Microsoft Dynamics 365 Enterprise for Sales.

At Course Completion
The goal of this course is to enable students to:

  • Examine common customer scenarios
  • Review core records and their purpose
  • Explore the customer organization structure
  • Review the main entities involved the Sales Process 
  • Explore Microsoft Social Engagement and how it works within the Microsoft Dynamics 365 Sales Module
  • Recognize how to work with sales literature
  • Create and associate competitors with records Define the roles of Lead and Opportunity records
  • Examine the Lead to Opportunity process flow
  • Describe lead record management
  • Convert activities to leads Describe of opportunity records
  • Create, work with, and close opportunities
  • Connect competitors to an opportunity record
  • Utilize Document Recommendations with Opportunities
  • View resolution activities
  • Manage opportunities from system views Configure Relationship Intelligence
  • Explore the Relationship Assistant