Implementing Dynamics 365 Sales
Master Dynamics 365 Sales with Brian Knight! Learn setup, customization, lead management, AI-driven insights, and integration with Microsoft tools to boost productivity and streamline sales processes.
- What you'll learn
- Course Description
- Course Outline
- Instructor
- System Requirements
- What to know beforehand
What you'll learn
This course includes:
- 3+ hours hours of training
- Access on mobile and browser
- Certificate of Completion
Course Description
This course includes:
- 3+ hours hours of training
- Access on mobile and browser
- Certificate of Completion
Course Outline
Implementing Dynamics 365 Sales - What You Need To Get Started
Module 00 - Introduction 3 min.
Module 01 - Introduction to Dynamics 365 19 min.
Module 02 - Installing Dynamics 365 9 min.
Module 03 - Configuring Dynamics 365 15 min.
Module 04 - Working With Leads 21 min.
Module 05 - Customizing Tables 28 min.
Module 06 - Business Rules 10 min.
Module 07 - Using the Product Catalog 27 min.
Module 08 - Sharing and Security 20 min.
Module 09 - Sales Insights 36 min.
Module 10 - Integrating Outlook 13 min.
Module 11 - Copilot Sales 10 min.
Module 12 - Charting 15 min.
Module 13 - Duplicate Detection 6 min.
Module 14 - Class Wrap Up 1 min.
This course includes:
- 3+ hours hours of training
- Access on mobile and browser
- Certificate of Completion
Instructor
Brian Knight is the owner and founder of Pragmatic Works and is a serial entrepreneur, starting up other companies. Brian is a contributing columnist at several technical magazines and does regular webcasts. He is the author of more than 16 technical books. Brian has spoken at hundreds of technical and business conferences around the world. He has received a number of awards from the state, governor, and press like the Business Ambassador Award (Governor) and Top CEO (Jacksonville Magazine).
This course includes:
- 3+ hours hours of training
- Access on mobile and browser
- Certificate of Completion
System Requirements
This course includes:
- 3+ hours hours of training
- Access on mobile and browser
- Certificate of Completion
What to know before class
This course includes:
- 3+ hours hours of training
- Access on mobile and browser
- Certificate of Completion