MB2-717 Microsoft Dynamics 365 for Sales

About MB2-717 Microsoft Dynamics 365 for Sales

This course is intended for individuals who plan to take MB2-717 exam. You will learn how to implement, use, maintain, or support Microsoft Dynamics 365. Candidates include sales and marketing professionals, sales managers, project managers, solution architects, and functional consultants. This exam is also appropriate for sales staff who have a business software solution background and want to demonstrate foundational understanding of Microsoft Dynamics 365 application.

Delivery

Instructor-led classroom training is hosted at The CRM Team training suite, Design Quarter, Fourways.

Course Content

1. Create a Customer Organisational Structure

Manage customer records

Create and maintain a current customer base organizational structure; identify potential sales opportunities by utilizing core records such as accounts, contacts and customers

Manage the sales process

Create and maintain sales transactional records; track the sales progression; manage the sales process from lead generation through quote, order, and invoice creation

Manage customer communication

Create and manage social engagement sources, identify opportunities and generate leads

Manage sales literature and competitors

Create and maintain a sales literature repository, create an organized methodology for identifying and tracking competitors

2. Manage Leads and Opportunities

Manage leads

Identify leads and track them throughout the conversion process, reactivate or delete disqualified leads

Identify and manage opportunities

Identify opportunities to track throughout the sales workflow, create opportunities with a defined status, create records within the opportunity form, assign opportunities to designated sales staff

Utilise opportunity functionality

Close and document opportunities as won or lost, use Quick Create to add new information, connect opportunities to other record types, apply connections to a data structure

Manage opportunity relationships

Analyse lost sales opportunities through resolution activities, utilise multiple opportunity views

3. Manage Relationship and Sales Analysis

Manage relationship intelligence

Provision and configure Relationship Insights to integrate with Exchange, create and prioritize actions and tasks, track interactions, manage sales communication

Manage relationship analysis

Provision and configure relationship intelligence, create actionable and productivity cards by using Relationship Assistant

Integrate email with Dynamics 365 Sales

Track interactions with a specific email; manage sales relationships through statistical analysis of email activity, untracked emails and performance activities; manage sales relationships with Email Engagement; use engagement analytics and Auto-capture

Manage sales by using sales analysis tools

Improve sales tracking by using Advanced Find, editable grids and built-in reports; export data to Excel in both static and dynamic processes; export Excel templates

4. Manage the Sale Process

Manage the business process flow

Manage the tasks required of each state in the Business Process Flow, create territories and assign them to managers and sales staff, configure currency and exchange rates

Manage Products by using the Product Catalog

Manage prices lists, discount lists and unit groups; create, maintain and clone products; manage the product lifecycle

Manage price structures

Create price lists, create discount list models, assign currencies to products

Manage product relationships

Identify product relationships, differentiate product relationships by family units, customize properties for all products, identify and bundle related products

Manage sales transactional records

Create price and revenue structures with inclusion of line items, currency rates, exchange rates, and write-in products; manage the quote lifecycle; create and manage quotes, orders, and invoices

5. Improve Sales Performance

 

Manage goals

Create manageable and measurable goals, delineate goals by fiscal periods, specify definitions and goal metric records, analyze individual and organizational progress by creating goal hierarchies, use rollup queries

Manage visual tools with Sales Analysis

Create documents and templates, integrate charts and dashboards

 

5. Manage Customer Information

Operate Dynamics 365 sales functions

Identify and define the functional areas of Dynamics 365 Sales, model relationships and records in Microsoft Dynamics 365, access Dynamics 365 Sales through various client access methods, utilize the help center

Perform data management

Create customers and contacts within 365 Sales, enforce customer relationship by using activity types, use views and global searches

Perform lifecycle management

Utilize leads, convert leads into customers in the lead life cycle, perform opportunity management, manage cases