822717-01 Dynamics 365 CRM Introduction Workshop

822717-01 Dynamics 365 CRM Introduction Workshop 

Course Description 

This one day workshop provides New D365 Users, Sales People, Managers and Business Analysts the basic skills to work within and understand Microsoft Dynamics 365 (CRM 2016). 

In this workshop, we'll work with Dynamics 365 to establish a Sales Process, Lead Qualification, Account Creation, Contact Management, Opportunity, to Product, Quote, Order and Invoice. In the class will discuss the Dynamics 365 Sales Force Automation tools: Relationship Assistant, Relationship Insights, and Email Engagement, Sales App and Sales Hub. In addition, we will look at LinkedIn Sales Navigator and InsideView for lead Generation. 

Corresponding exam: MB2-717: Microsoft Dynamics 365 for Sales 

Who should Attend: 

The Primary audience for this workshop is those who are new to D365 (CRM), Sales People, Managers and Business Analysts and anyone involved in Lead Generation. 

After completing this workshop, students will be able to understand and/or be able to: 

• Setup Dynamics 365 for Sales for your organization 
• Choose the feature and functions that will benefit your organization 
• Work with The Sales and Sales Hub apps 
• Keep track of customers 
• Manage the sales process 
• Create a marketing campaign 
• Create and manage goals 
• Import and export data 
• Use Mobile Devices for Sales 
• Get better sales performance, intelligence and results! 

Course Outline 

Module 1: Dynamics 365 CRM for Sales Management 

Lessons 

• An overview of Dynamics 365 Microsoft’s Customer Relationship Management (CRM) software. 
• Upgrading from Salesforce or a prior version of Dynamics CRM 
• Dynamics CRM and the alignment of licenses to Dynamics 365 
• The Sales Apps that are available for Dynamics 365: Browser, Tablet, Phones, Sales App, Outlook Client 
• Navigation and using the feature of Dynamics 365for sales 
• Easy task to get started: Importing leads, contacts, tracking a phone call or email 

Module 2: Planning how your organization will use Dynamics 365 

Lessons 

• Adjust the features and function to match your organization’s specific needs. 
• Learn the choices available to you 
• Choose features to enable Dynamics 365 for your specific company’s needs. 
• Work with and re-design the sales process and related entities: 
• Leads 
• Accounts 
• Contacts 
• Opportunities 
• Products (Product Line Items) 
• Quotes 
• Orders 
• Invoices 
• Importing your contacts or leads to start 

Module 3: Selling with Dynamics 365 Sales Apps and Sales Hub 

Lessons 

• Working with the Sales modules of D365 (CRM) 
• Example of how companies are using D365 (CRM) 
• The default sales (three step) process 
• Example of four and five step lead qualification processes 
• Dynamics 365 for Sales standard sales process 
• Taking sales from leads to orders 
• How to create and edit a lead 
• Lead Qualification and converting leads 
• Why retain closed leads 
• How to and why Reopen a lead 
• Creating an opportunity 
• Close an opportunity and next step 
• Create or edit a quote 
• Create or edit an order 

Create or edit an invoice 

Module 4: Setting up Sales Management for your organization 

Lessons 

• Matching your sales style to the Dynamics 365 platform 
• Features and functions to support a sales organization 
• Features you can use to track sales 
• Focusing your organization on sales activities 

Module 5: Additional Sales Components 

Lessons 

• Sales Connections and Associations 
• Sales Literature 
• Tracking Competitors 

Module 6: Managing Sales Opportunities 

Lessons 

• Qualified Leads 
• Creating Customer Quotes 
• Closing Opportunities 

Module 7: Working with the Product Catalog 

Lessons 

• Products 
• Price List 
• Unit of Sales 
• Discount Price List 
• Linking to a Products in an accounting system 

Module 8: Sales Administration 

Lessons 

• Mapping Sales Processes to Business Flows 
• Tracking your sales efforts with activities 

Module 9 Dynamics 365 for Marketing 

Lessons 

• Use Activities to track your efforts and customer 
• Planned Marketing Campaigns with budgets and activities 
• Create a marketing list 
• Add assets to a campaign 
• Create or edit a campaign 
• Add an activity to a campaign 
• Track a marketing campaign response 
• Use Sales Hub on mobile 
• Marketing Campaigns without budgets and tracking 
• Using Quick Campaigns for direct marketing 
• Creating a quick campaign 

Module 10: Monitoring Sales progress with Sales Analysis 

Lessons

• Creating and Using Charts 
• Creating Dashboards 
• Standard Templates by sales role 

Module 11: Working with Sales Metrics and Goals 

Establishing Sales Goals 

• Sales Metrics 
• Tracking Sales Progress 
• Module 12: Reporting and Power BI 
• Lessons
• Reports and printing 
• Run a report 
• Add or edit Power BI visualizations on your dashboard 
• Module 13: Artificial Intelligence (AI) for Salesforce Automation 
• Lessons
• Relationship Assistant 
• Sales App, 
• Email Engagement 
• Relationship Insights 

Module 14: Workshop Review 

• Sales Apps that are available for Dynamics 365 
• Planning how your organization will use Dynamics 365 
• Selling with Dynamics 365 Sales Apps and Sales Hub 
• Setting up Sales Management for your organization 
• Additional Sales Components 
• Managing Sales Opportunities 
• Working with the Product Catalog 
• Sales Administration 
• Dynamics 365 for Marketing 
• Monitoring progress with Sales Analysis 
• Working with Sales Metrics and Goals 
• Reporting and Power BI 
• Artificial Intelligence (AI) for Salesforce Automation 
• Preparing for the Microsoft Dynamics 365 for Sales Exam MB2-717 

Prerequisites 

This course requires that you meet the following prerequisites: 

Basic computer entry skills, such as MS Word