Dynamics 365 Sales (CRM) bootcamp

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Duration: 2 days

This training is best for: 

  • Consultants, Sales, Pre-Sales, Business Owners.

During the Product Basics Bootcamp we go over the product basics from a consultant’s unique
perspective in a two-day interactive training setup.

This course will prepare students towards passing the following exams:

  • MB-210 (Dynamics 365 Sales)
  • PL-900 (Power Platform Fundamentals)

Training objectives:

  1. Create and manage leads
    • Create and search for leads
    • Perform lead qualification
  2. Create and manage opportunities
    • Create and search for opportunities
    • Close opportunity as won or lost
    • Track stakeholders and sales team
    • Add product line items to opportunity
  3. Create and manage quotes
    • Add quotes to opportunities
    • Send quotes to customers
    • Convert quotes to orders
    • Create a template from a quote
  4. Create and manage sales order processing
    • Create and manage orders
    • Create and manage invoices
    • Create and manage competitors
  5. Create and manage product and product catalog
    • Configure product families, bundles, and products
    • Configure price lists
    • Configure discount lists
    • Configure unit groups
    • Configure product lifecycle
  6. Configure sales settings
    • Configure sales territories
    • Configure business closures
    • Configure fiscal year
    • Configure currencies
    • Configure sales team roles
    • Configure sales security roles
    • Configure goal management components
    • Create and manage sales collateral
    • Configure relationship cards
  7. Configure processes
    • Configure out of the box sales business process flows
  8. Create and configure sales visualizations
    • Configure sales dashboards
    • Design and create sales charts
    • Execute and analyze sales reports
  9. Introduction to integrations
    • Introduction to Sales Insights

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