Welcome
  • Very Important
  • Welcome
  • IMPORTANT: Dynamics 365 New Interface (Must Watch)
  • Dynamics 365 Trial New Sign Up Process
Create a Customer Organisational Structure
  • IMPORTANT: Please Read
  • Module Overview
  • Understand Important Terms For Dynamics 365 For Sales
  • Manage Customer Records
  • Manage The Sales Process
  • Create And Qualify A Lead
  • Manage Opportunity And Create A Quote
  • Create Sales Order And Invoice
  • Manage Customer Communication
  • Create Sales Literature Repository
  • Identify And Manage Competitors
  • Module Review
Manage Leads and Opportunities inside Dynamics 365 For Sales
  • Module Overview
  • Lead Qualification Process Flow
  • Create And Qualify A Lead
  • Disqualify And Reactivate A Lead
  • Opportunities Inside Sales Process Flow
  • Create An Opportunity
  • Manage An Opportunity
  • Create Records Within An Opportunity
  • Close And Reopen An Opportunity
  • Close An Opportunity As Lost
  • Reopen The Closed Opportunity
  • Close The Opportunity As WON
  • Connect Opportunities With Other Records
  • Resolution Activities
  • Multiple Opportunity Views
  • Module Review
Manage Relationship and Sales Analysis
  • Module Overview
  • Overview of Relationship Insights
  • Configure Relationship Insights
  • Relationship Assistant
  • Track Interactions with a Specific Email
  • Statistical Analysis of Email Activity
  • Email Engagement Auto-Capture
  • Editable Grids
  • Analysis Using Built-In Reports
  • Export To Excel
  • Export To Excel Templates
  • Module Review
Manage the Sale Process
  • Module Overview
  • Sales Business Process Flow
  • Sales Territories
  • Configure Currency And Exchange Rates
  • Product Catalog Overview
  • Product Catalog - Unit Groups
  • Product Catalog - Products
  • Product Catalog - Clone Products
  • Product Catalog - Price Lists
  • Product Catalog - Pricing Methods
  • Product Catalog - Discount Lists
  • Product Catalog - Managing Multi Currencies
  • Product Catalog - Product Families
  • Product Catalog - Product Bundles
  • Opportunity - Line Items
  • Currencies And Exchange Rates
  • Quote Lifecycle And Management
  • Working With Orders
  • Working With Invoices
  • Module Review
Improve Sales Performance
  • Module Overview
  • Goals Inside Dynamics 365
  • Goal Metrics
  • Working With Goals
  • Goals Hierarchy
  • Rollup Queries
  • Export To Word Templates
  • Integrate Charts And Dashboards
  • Module Review
Manage Customer Information
  • Module Overview
  • Sales Functional Areas
  • Model Relationships And Records
  • Client Access Methods
  • Utilize The Help Center
  • Perform Data Management
  • Perform Lifecycle Management
  • Module Review
Course Review
  • Course Review
  • Bonus Lecture: Online Deployment Special Program ONLY For You