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Amber Israelsen
Dynamics 365 for Sales allows salespeople to generate and manage leads, build relationships, nurture and close deals, and track sales goals. This course will guide you through the fundamentals of this important part of the platform.
Read more
Dynamics 365 for Sales allows salespeople to generate and manage leads, build relationships, nurture and close deals, and track sales goals. This course will guide you through the fundamentals of this important part of the platform.
Read more
Dynamics 365 for Sales allows salespeople to generate and manage leads, build relationships, nurture and close deals, and track sales goals. This course will guide you through the fundamentals of this important part of the platform.
Today, in our competitive business environment, the importance of sales and happy customers can’t be underestimated. Whether you have a brick-and-mortar store, an online presence, a business-to-business model, or a business-to-consumer model, sales will make or break your business. In this course, Microsoft Dynamics 365 for Sales, you’ll learn the fundamentals of sales for Dynamics 365. First, you’ll become familiar with the Account, Contact, Lead, Opportunity, and Competitor entities and the out-of-the-box sales process. Next, you’ll explore products and their associated collateral of quotes, orders, and invoices. Finally, you’ll learn about goals, sales literature, and also take a closer look at the in-app marketing capabilities, including marketing lists, campaigns, and quick campaigns. When you’re finished with the course, you’ll have a foundational understanding of Dynamics 365 for Sales and how to use it to gain greater insight into your current and prospective customers.
Register for this course and see more details by visiting:
OpenCourser.com/course/xkj3u7/microsoft
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What's inside
Syllabus
Course Overview
Course Introduction
Core Entities
The Sales Process
Read more
Syllabus
Course Overview
Course Introduction
Core Entities
The Sales Process
Read more
Products
Quotes, Orders, and Invoices
Goals
Sales Literature
Marketing
Course Summary and Next Steps
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Provides a strong foundation in Dynamics 365 for Sales, which is standard in sales management
Taught by Amber Israelsen, who is recognized for their work in Dynamics 365
Develops core sales skills, which are essential for sales professionals
Covers the entire sales process, which is helpful for beginners
Teaches how to use goals, sales literature, and marketing capabilities, which are important for effective sales management
Save this course
Save Microsoft Dynamics 365 for Sales to your list so you can find it easily later:
Save
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Microsoft Dynamics 365 for Sales with these
activities:
Review Dynamics 365 for Sales documentation
Show steps
Stay up-to-date with the latest features and functionalities by reviewing official documentation before the course begins.
Show steps
-
Access the documentation on the Microsoft website
-
Read and take notes on key concepts
Read 'The Challenger Sale' by Matthew Dixon and Brent Adamson
Show steps
Gain insights into modern sales techniques and strategies to enhance your sales effectiveness.
Show steps
-
Purchase the book
-
Read and take notes on key concepts
-
Apply the principles to your own sales interactions
Compile a resource collection on sales best practices
Show steps
Organize and gather valuable resources to reinforce your understanding of sales strategies and techniques.
Show steps
-
Research and identify articles, videos, and other materials
-
Create a central repository (e.g., folder, spreadsheet, or online platform)
-
Categorize and label resources for easy access
Five other activities
Expand to see all activities and additional details
Show all eight activities
Learn about Sales Process in Dynamics 365
Show steps
Enhance your understanding of the sales process within Dynamics 365 by following guided tutorials.
Browse courses on
Sales Process
Show steps
-
Find and access tutorials on the Dynamics 365 website
-
Watch videos or read articles on the sales process
-
Practice applying the concepts in your own sales scenarios
Attend a sales industry conference or webinar
Show steps
Connect with sales professionals, learn from experts, and broaden your knowledge in the sales industry.
Show steps
-
Research and identify relevant events
-
Register and attend the event
-
Network with attendees
-
Follow up with potential connections
Create sales prospects
Show steps
Practice creating sales prospects to gain hands-on experience and improve your ability to generate leads.
Browse courses on
Lead Generation
Show steps
-
Define your target market
-
Research and identify potential prospects
-
Qualify and prioritize prospects
-
Create a compelling pitch
Participate in a sales training workshop
Show steps
Enhance your sales skills by attending a workshop tailored to the specific concepts covered in Dynamics 365 for Sales.
Browse courses on
Sales Training
Show steps
-
Find and register for a relevant workshop
-
Attend the workshop and actively participate
-
Practice what you've learned in real-world situations
Develop a sales plan for a new product or service
Show steps
Create a comprehensive sales plan to apply your knowledge of Dynamics 365 and sales strategies.
Show steps
-
Identify the target market and value proposition
-
Set sales goals and objectives
-
Develop a marketing and sales strategy
-
Create a budget and timeline
-
Present your sales plan
Review Dynamics 365 for Sales documentation
Show steps
Stay up-to-date with the latest features and functionalities by reviewing official documentation before the course begins.
Show steps
Show steps
Show steps
- Access the documentation on the Microsoft website
- Read and take notes on key concepts
Read 'The Challenger Sale' by Matthew Dixon and Brent Adamson
Show steps
Gain insights into modern sales techniques and strategies to enhance your sales effectiveness.
Show steps
Show steps
Show steps
- Purchase the book
- Read and take notes on key concepts
- Apply the principles to your own sales interactions
Compile a resource collection on sales best practices
Show steps
Organize and gather valuable resources to reinforce your understanding of sales strategies and techniques.
Show steps
Show steps
Show steps
- Research and identify articles, videos, and other materials
- Create a central repository (e.g., folder, spreadsheet, or online platform)
- Categorize and label resources for easy access
Five other activities
Expand to see all activities and additional details
Show all eight activities
Learn about Sales Process in Dynamics 365
Show steps
Enhance your understanding of the sales process within Dynamics 365 by following guided tutorials.
Browse courses on
Sales Process
Show steps
Show steps
Show steps
- Find and access tutorials on the Dynamics 365 website
- Watch videos or read articles on the sales process
- Practice applying the concepts in your own sales scenarios
Attend a sales industry conference or webinar
Show steps
Connect with sales professionals, learn from experts, and broaden your knowledge in the sales industry.
Show steps
Show steps
Show steps
- Research and identify relevant events
- Register and attend the event
- Network with attendees
- Follow up with potential connections
Create sales prospects
Show steps
Practice creating sales prospects to gain hands-on experience and improve your ability to generate leads.
Browse courses on
Lead Generation
Show steps
Show steps
Show steps
- Define your target market
- Research and identify potential prospects
- Qualify and prioritize prospects
- Create a compelling pitch
Participate in a sales training workshop
Show steps
Enhance your sales skills by attending a workshop tailored to the specific concepts covered in Dynamics 365 for Sales.
Browse courses on
Sales Training
Show steps
Show steps
Show steps
- Find and register for a relevant workshop
- Attend the workshop and actively participate
- Practice what you've learned in real-world situations
Develop a sales plan for a new product or service
Show steps
Create a comprehensive sales plan to apply your knowledge of Dynamics 365 and sales strategies.
Show steps
Show steps
Show steps
- Identify the target market and value proposition
- Set sales goals and objectives
- Develop a marketing and sales strategy
- Create a budget and timeline
- Present your sales plan
Career center
Learners who complete Microsoft Dynamics 365 for Sales will develop knowledge and skills
that may be useful to these careers:
Sales Manager
Sales Manager
Sales Managers are responsible for leading and developing sales teams, setting sales goals, and developing sales strategies. They also work to build relationships with customers and identify new sales opportunities. The Microsoft Dynamics 365 for Sales course can help Sales Managers gain a deeper understanding of the sales process and how to use Dynamics 365 to manage their teams and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Sales Managers.
Sales Representative
Sales Representative
Sales Representatives are responsible for selling products or services to customers. They work to identify and qualify leads, develop sales proposals, and close deals. The Microsoft Dynamics 365 for Sales course can help Sales Representatives learn how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Sales Representatives.
Business Development Manager
Business Development Manager
Business Development Managers are responsible for developing and implementing sales strategies that will help their companies grow. They work to identify new sales opportunities, develop relationships with customers, and close deals. The Microsoft Dynamics 365 for Sales course can help Business Development Managers gain a deeper understanding of the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Business Development Managers.
Account Executive
Account Executive
Account Executives are responsible for managing relationships with key customers and developing sales strategies that will help those customers achieve their business goals. They work to identify new sales opportunities, develop sales proposals, and close deals. The Microsoft Dynamics 365 for Sales course can help Account Executives gain a deeper understanding of the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Account Executives.
Sales Engineer
Sales Engineer
Sales Engineers work with customers to identify and solve technical problems. They also work to develop and deliver sales presentations and demonstrations. The Microsoft Dynamics 365 for Sales course can help Sales Engineers gain a deeper understanding of the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Sales Engineers.
Product Manager
Product Manager
Product Managers are responsible for developing and managing products from concept to launch. They work to identify customer needs, develop product specifications, and launch new products. The Microsoft Dynamics 365 for Sales course may be useful for Product Managers who want to learn more about the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Product Managers.
Marketing Manager
Marketing Manager
Marketing Managers are responsible for developing and implementing marketing campaigns that will help their companies achieve their business goals. They work to identify target markets, develop marketing strategies, and create marketing materials. The Microsoft Dynamics 365 for Sales course may be useful for Marketing Managers who want to learn more about the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Marketing Managers.
Customer Success Manager
Customer Success Manager
Customer Success Managers are responsible for ensuring that customers are successful with their products or services. They work to identify customer needs, develop customer solutions, and resolve customer issues. The Microsoft Dynamics 365 for Sales course may be useful for Customer Success Managers who want to learn more about the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Customer Success Managers.
Business Analyst
Business Analyst
Business Analysts work to identify and solve business problems. They work with stakeholders to gather requirements, develop solutions, and implement changes. The Microsoft Dynamics 365 for Sales course may be useful for Business Analysts who want to learn more about the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Business Analysts.
Data Analyst
Data Analyst
Data Analysts work to collect, analyze, and interpret data. They work to identify trends, patterns, and insights that can help their companies make better decisions. The Microsoft Dynamics 365 for Sales course may be useful for Data Analysts who want to learn more about the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Data Analysts.
Software Engineer
Software Engineer
Software Engineers work to design, develop, and maintain software applications. They work to identify customer needs, develop software solutions, and test and debug software. The Microsoft Dynamics 365 for Sales course may be useful for Software Engineers who want to learn more about the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Software Engineers.
Web Developer
Web Developer
Web Developers work to design, develop, and maintain websites. They work to identify customer needs, develop website solutions, and test and debug websites. The Microsoft Dynamics 365 for Sales course may be useful for Web Developers who want to learn more about the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Web Developers.
Graphic designer
Graphic designer
Graphic Designers work to create visual concepts, using computer software or by hand, to communicate ideas that inspire, inform, and captivate consumers. The Microsoft Dynamics 365 for Sales course may be useful for Graphic Designers who want to learn more about the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Graphic Designers.
Project Manager
Project Manager
Project Managers work to plan, organize, and execute projects. They work to identify project goals, develop project plans, and manage project resources. The Microsoft Dynamics 365 for Sales course may be useful for Project Managers who want to learn more about the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Project Managers.
Quality Assurance Analyst
Quality Assurance Analyst
Quality Assurance Analysts work to ensure that products or services meet quality standards. They work to identify and resolve defects, and to develop and implement quality control procedures. The Microsoft Dynamics 365 for Sales course may be useful for Quality Assurance Analysts who want to learn more about the sales process and how to use Dynamics 365 to manage their sales pipeline and track their progress. The course covers topics such as lead management, opportunity management, and sales forecasting, which are all essential skills for Quality Assurance Analysts.
For more career information including salaries, visit:
OpenCourser.com/course/xkj3u7/microsoft
Reading list
We've selected 12 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Microsoft Dynamics 365 for Sales.
Save
Shares the sales strategies and techniques used by Salesforce.com to achieve remarkable growth, providing insights on how to build a high-performing sales team, generate predictable revenue, and scale sales operations, complementing the course's focus on using Dynamics 365 for Sales to manage sales pipelines.
Introduces the principles of lean startup methodology, emphasizing the importance of building, measuring, and learning from experiments, providing a valuable framework for sales professionals to test and validate new sales strategies and approaches, complementing the course's focus on using Dynamics 365 for Sales to optimize sales processes.
Provides a data-driven approach to sales, offering insights on how to use technology and inbound marketing techniques to generate leads, nurture relationships, and accelerate sales growth, complementing the course's focus on using Dynamics 365 for Sales to manage sales processes.
Introduces a research-based sales methodology, providing insights on how to ask effective questions, uncover customer needs, and build value propositions that resonate with customers, supplementing the course's focus on lead generation and opportunity management.
Explores the challenges and opportunities faced by established companies when disruptive technologies emerge, providing insights on how to adapt and innovate in a rapidly changing business landscape, complementing the course's focus on using Dynamics 365 for Sales to drive sales growth.
Save
Challenges traditional sales approaches, emphasizing the importance of challenging customers' assumptions and uncovering their hidden needs, providing a complementary perspective to the course's focus on managing relationships and closing deals.
Introduces the concept of emotional intelligence (EQ) and provides practical strategies for developing EQ skills, such as self-awareness, self-regulation, and empathy, which are essential for effective sales professionals in building relationships and managing customer interactions.
Serves as a comprehensive guide to sales techniques and strategies, covering topics such as prospecting, lead generation, negotiation, and closing deals, providing a practical complement to the course's focus on the technical aspects of Dynamics 365 for Sales.
Provides insights into the psychological principles that influence human behavior, offering valuable guidance on how to effectively communicate with customers, build rapport, and persuade them to make purchasing decisions.
Provides insights into the science of habit formation, offering valuable guidance on how to create positive habits and overcome negative ones, complementing the course's focus on building relationships and driving sales success.
Offers a broad overview of sales management principles and practices, providing insights on strategic planning, customer relationship management, and performance evaluation, complementing the technical aspects covered in the course.
Save
Introduces the principles of principled negotiation, providing a framework for effective negotiation in both sales and business contexts, complementing the course's focus on building relationships and closing deals.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/xkj3u7/microsoft
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Time
80 hours
Level
Introductory
Via
Pluralsight
Instructor
Amber Israelsen
Language
English
Good to know
Provides a strong foundation in Dynamics 365 for Sales, which is standard in sales management
Taught by Amber Israelsen, who is recognized for their work in Dynamics 365
Develops core sales skills, which are essential for sales professionals
Covers the entire sales process, which is helpful for beginners
Teaches how to use goals, sales literature, and marketing capabilities, which are important for effective sales management
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