Location:
_Online Session
Date:
- 22 Mar 2021
- 24 Mar 2021
Total duration:
16
Hours
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Description
During the Product Basics Bootcamp we go over the product basics from a consultant’s unique perspective in a two-day on-line interactive training setup.
Create and manage leads
– Create and search for leads
– Perform lead qualification
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
Create and manage quotes
– Add quotes to opportunities
– Send quotes to customers
– Convert quotes to orders
– Create a template from a quote
Create and manage sales order processing
– Create and manage orders
– Create and manage invoices
– Create and manage competitors
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
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
Configure processes
– Configure out of the box sales business process flows
Create and configure sales visualizations
– Configure sales dashboards
– Design and create sales charts
– Execute and analyze sales reports
Introduction to integrations
– Introduction to Sales Insights
Target Audience: Consultant, Sales, Pre-Sales, Business Owner
This course prepares you to the MB-210 Competency Exam: Microsoft Dynamics 365 for Sales
Price:
QBS Partners: 2 Trainingvouchers or €900,-
Please Note: price for non-EUR countries may differ in the local currency and partners will be billed according to the domestic currency pricing.
NB: We would like to draw your attention to the fact that this online training consists of 2 training days. In the confirmation you receive there are 2 separate calendar invites.
