This course provides a thorough guide to implementing Dynamics 365 Sales, from initial setup to advanced sales automation. Through this course, you’ll learn how to configure and customize Dynamics 365 for efficient lead management, product catalog creation, and integration with Microsoft tools like Outlook, Teams, and Power BI. Through practical steps, you’ll explore everything from creating business rules and customizing views to enhancing workflows with AI-driven Sales Insights and Sales Accelerator. With a focus on data integrity, security, and actionable insights, this course equips you to build a streamlined sales environment that bridges gaps between sales and customer service for maximum productivity and effectiveness. By the end, you’ll be able to manage complex sales processes within Dynamics 365 confidently, harnessing tools for data visualization, security, and automation that drive sales success.
Curriculum
1 Section
0 Lessons
3 Hours
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01. Recorded Live Training - Data Engineering in Microsoft Fabric