What we teach you: Perform configuration (40-45%) Manage core sales entities (20-25%) Manage sales entities (35-40%)
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Description
- Module 1:
- Configure Dynamics 365 Sales In this module, we will learn about configuring the sales application to fit an organization's unique requirements.
- Module 2:
- Manage customers, leads, and opportunities 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.
- Module 3:
- Process sales orders 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.
- Module 4:
- Integrate components with Dynamics 365 Sales In this module, we will learn how to use sales analytics tools to empower the sales team.
Audience
As a candidate for this exam, you’re a Microsoft Dynamics 365 functional consultant with sales expertise. You’re responsible for implementing solutions that meet the business requirements of an organization, large or small. You’re also responsible for identifying potential process efficiencies and improvements that could be achieved by using Dynamics 365 Sales and wider Microsoft Power Platform features. This may include supporting a sales lifecycle to run effectively and assisting the sales team to: Achieve revenue targets. Execute business strategies. Meet an organization's objectives. You’re responsible for configuring and expanding the core sales application functionality to create scalable customer solutions which support, automate, and accelerate the company's sales process. You’ll use your knowledge of Microsoft Power Platform and the common customer engagement capabilities in Dynamics 365 to inform the solution design where the following are required: Integrations Business process flows Visualizations Custom applications As a candidate, you should: Have strong business knowledge of sales processes for business-to-customer and business-to-business scenarios. Understand the sales process of the customer as well as the core functionality of Dynamics 365 Sales to identify where the two align and differ. Be proficient in configuring Microsoft Power Platform, primarily model-driven apps. Have knowledge of Microsoft 365 services and their interactions with Microsoft Dataverse.