Dynamics 365 Sales Functional Consultant

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A Dynamics 365 Sales Functional Consultant is a professional who specializes in configuring and customizing Microsoft Dynamics 365 Sales, which is part of the Dynamics 365 suite designed for customer relationship management (CRM) and sales automation. Obtaining relevant Microsoft certifications, such as the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate certification, can validate expertise in this role.

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Overview

The Syllabus

Curriculum Designed by Experts

Configure Dynamics 365 Sales

Set up and configure Dynamics 365 Sales instances.
Configure settings and preferences for sales.
Define business units, users, and security roles.

Implement Sales Entities and Relationships

Define and configure sales entities (e.g., accounts, contacts, opportunities, leads).
Configure entity relationships and mappings.

Create and Manage Sales Processes

Design and implement sales processes.
Configure sales stages, sales steps, and the sales hierarchy.
Create and manage business process flows.

Implement Sales Territories and Quotas

Define sales territories and hierarchy.
Set up quotas for sales teams and individuals.

Implement Product Catalog and Pricing

Create and manage product catalog records.
Configure price lists and discount lists.
Associate products with opportunities and quotes.

Implement Quotes, Orders, and Invoices

Create and manage quotes, orders, and invoices.
Configure quote-to-order and order-to-invoice processes.

Manage Leads and Opportunities

Create and qualify leads.
Convert leads to opportunities.
Manage and track opportunities through the sales process.

Implement Relationship Selling

Configure relationship insights.
Use relationship analytics for sales intelligence.
Foster collaboration with Microsoft Teams and LinkedIn Sales Navigator integration.

Create and manage marketing insights

Configure relationship insights.
Use relationship analytics for sales intelligence.
Foster collaboration with Microsoft Teams and LinkedIn Sales Navigator integration.

Implement Sales Analytics and Insights

Configure and use sales dashboards.
Utilize Power BI for advanced reporting and analytics.

Implement Email Integration

Set up and configure email integration with Dynamics 365 Sales. – Track and manage emails, appointments, and contacts

Configure and Customize Dynamics 365 Sales

Customize forms, views, and fields. – Create and manage business rules and process automation. – Customize the sales application using Power Apps.

Configure and Use Knowledge Base

Set up and manage a knowledge base. – Use knowledge articles for sales and customer support.

Prepare for Go-live

Plan for Dynamics 365 Sales deployments and updates. – Test and validate the solution.

Support Application Lifecycle Management (ALM)

Manage and troubleshoot Dynamics 365 Sales environments.

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