A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
In this module, we will learn about configuring the sales application to fit an organization’s unique requirements.
Configure organization and management settings
Create and configure sales visualizations
Validate lab environment
Access the Dynamics 365 application
Install and configure the sales application.
Identify common sales scenarios.
In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.
Manage customers using accounts and contacts
Create customer records.
Use sales tooling.
Create leads and opportunities.
In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.
Manage quotes, orders, and invoices
Manage and organize the product catalog
Make a playbook
Manage product catalog
Orders and invoices
Create Playbook Template
Create a Quote
Orders and Invoices
Create and use the product catalog.
Add quotes to opportunities.
Complete a sale with an order.
In this module, we will learn how to use sales analytics tools to empower the sales team.
Leverage Embedded Intelligence in Dynamics 365 Sales
Manage relationships with social selling
Not available for this module
Lab lessons not available
Use Embedded Intelligence tools.
Manage relationships using social selling tools.