Learn Microsoft Dynamics 365 Sales (Paperback)
Language: English
Published by Independently Published, 2024
- Softcover
- New
Seller: CitiRetail, Stevenage, United KingdomCitiRetail
AbeBooks seller since June 29, 2022
Condition: New
£ 29.49
Quantity: 1 available
Add to basketItem description from seller
Paperback. Learn Microsoft Dynamics 365 Sales A Step-by-Step Guide for Sales Teams Contents at a Glance This chapter list provides a comprehensive structure that covers everything from the basics to advanced topics, helping sales teams effectively use Dynamics 365 Sales. Part 1: Introduction and Getting Started 1. Introduction to Dynamics 365 SalesOverview of Dynamics 365 SalesBenefits for Sales TeamsUse Cases Across Industries 2. Setting Up Your Dynamics 365 Sales EnvironmentSigning Up and Accessing Dynamics 365Licensing and Subscription OptionsInitial Configuration and Customization 3. Navigating the User InterfaceDashboard OverviewUnderstanding Modules and Work AreasPersonalizing Your Workspace 4. Understanding Key Concepts and TerminologiesEntities, Records, and FieldsLeads, Opportunities, and AccountsPipelines, Workflows, and Stages Part 2: Core Functionalities of Dynamics 365 Sales 5. Managing Leads and Lead QualificationCreating and Importing LeadsTracking and Scoring LeadsConverting Leads to Opportunities 6. Building and Managing Accounts and ContactsCreating Accounts and ContactsRelationship InsightsAccount and Contact Hierarchies 7. Working with OpportunitiesCreating OpportunitiesManaging Opportunity PipelinesTracking Progress and Stages 8. Sales Activities and Communication TrackingLogging Calls, Emails, and MeetingsSetting Tasks and AppointmentsIntegrating with Outlook and Teams Part 3: Advanced Sales Features 9. Using the Sales AcceleratorUnderstanding the Sales Accelerator FeaturesManaging Sales SequencesPrioritizing Sales Activities 10. Sales Insights and AI CapabilitiesPredictive Lead and Opportunity ScoringRelationship AnalyticsSales Coaching Insights 11. Configuring and Managing Products and Price ListsSetting Up Product CatalogsManaging Price Lists and DiscountsAssociating Products with Opportunities 12. Quoting and Order ManagementCreating Quotes and ProposalsConverting Quotes to OrdersManaging Invoices Part 4: Reporting and Analytics 13. Building Dashboards and ViewsCreating Custom Views and FiltersDesigning Dashboards for Sales MetricsSharing and Collaborating on Dashboards 14. Generating Sales ReportsUsing Built-in Reporting ToolsExporting and Sharing ReportsCustomizing Reports 15. Leveraging Power BI with Dynamics 365 SalesConnecting Power BI to Dynamics 365Building Interactive Sales DashboardsAdvanced Data Analytics for Sales Part 5: Customization and Automation 16. Customizing Dynamics 365 for Your Sales TeamAdding Custom Fields and EntitiesModifying Forms and ViewsSetting Up Business Rules 17. Sales Process Automation with Workflows and Power AutomateAutomating Lead AssignmentSetting Up Approval WorkflowsTriggering Notifications and Alerts 18. Integrating Dynamics 365 with Other ToolsIntegration with Microsoft 365 Suite (Outlook, Teams, SharePoint)Third-Party Tool IntegrationsAPI and Custom Integration Options Part 6: Best Practices and Advanced Topics 19. Best Practices for Dynamics 365 Sales AdoptionTraining Your Sales TeamEncouraging User AdoptionMeasuring ROI of Dynamics 365 20. Troubleshooting and Future TrendsCommon Issues and How to Fix Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability.…
Seller Inventory # 9798301579776
- Title
- Learn Microsoft Dynamics 365 Sales (Paperback)
- Author
- Infowave Mrv
- Publisher
- Independently Published
- Publication year
- 2024
- Condition
- new
- Binding
- Paperback
- Language
- English
- ISBN 13
- 9798301579776
- Series
- Book 4 of 6: Learn Microsoft Dynamics 365
A Step-by-Step Guide for Sales Teams
Contents at a Glance
This chapter list provides a comprehensive structure that covers everything from the basics to advanced topics, helping sales teams effectively use Dynamics 365 Sales.
Part 1: Introduction and Getting Started
1. Introduction to Dynamics 365 Sales
Overview of Dynamics 365 Sales
Benefits for Sales Teams
Use Cases Across Industries
2. Setting Up Your Dynamics 365 Sales Environment
Signing Up and Accessing Dynamics 365
Licensing and Subscription Options
Initial Configuration and Customization
3. Navigating the User Interface
Dashboard Overview
Understanding Modules and Work Areas
Personalizing Your Workspace
4. Understanding Key Concepts and Terminologies
Entities, Records, and Fields
Leads, Opportunities, and Accounts
Pipelines, Workflows, and Stages
Part 2: Core Functionalities of Dynamics 365 Sales
5. Managing Leads and Lead Qualification
Creating and Importing Leads
Tracking and Scoring Leads
Converting Leads to Opportunities
6. Building and Managing Accounts and Contacts
Creating Accounts and Contacts
Relationship Insights
Account and Contact Hierarchies
7. Working with Opportunities
Creating Opportunities
Managing Opportunity Pipelines
Tracking Progress and Stages
8. Sales Activities and Communication Tracking
Logging Calls, Emails, and Meetings
Setting Tasks and Appointments
Integrating with Outlook and Teams
Part 3: Advanced Sales Features
9. Using the Sales Accelerator
Understanding the Sales Accelerator Features
Managing Sales Sequences
Prioritizing Sales Activities
10. Sales Insights and AI Capabilities
Predictive Lead and Opportunity Scoring
Relationship Analytics
Sales Coaching Insights
11. Configuring and Managing Products and Price Lists
Setting Up Product Catalogs
Managing Price Lists and Discounts
Associating Products with Opportunities
12. Quoting and Order Management
Creating Quotes and Proposals
Converting Quotes to Orders
Managing Invoices
Part 4: Reporting and Analytics
13. Building Dashboards and Views
Creating Custom Views and Filters
Designing Dashboards for Sales Metrics
Sharing and Collaborating on Dashboards
14. Generating Sales Reports
Using Built-in Reporting Tools
Exporting and Sharing Reports
Customizing Reports
15. Leveraging Power BI with Dynamics 365 Sales
Connecting Power BI to Dynamics 365
Building Interactive Sales Dashboards
Advanced Data Analytics for Sales
Part 5: Customization and Automation
16. Customizing Dynamics 365 for Your Sales Team
Adding Custom Fields and Entities
Modifying Forms and Views
Setting Up Business Rules
17. Sales Process Automation with Workflows and Power Automate
Automating Lead Assignment
Setting Up Approval Workflows
Triggering Notifications and Alerts
18. Integrating Dynamics 365 with Other Tools
Integration with Microsoft 365 Suite (Outlook, Teams, SharePoint)
Third-Party Tool Integrations
API and Custom Integration Options
Part 6: Best Practices and Advanced Topics
19. Best Practices for Dynamics 365 Sales Adoption
Training Your Sales Team
Encouraging User Adoption
Measuring ROI of Dynamics 365
20. Troubleshooting and Future Trends
Common Issues and How to Fix Them
Staying Updated with New Features
The Future of Dynamics 365 Sales
"Synopsis" may belong to another edition of this title.
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