Master sales automation in Dynamics 365 Sales: lead and opportunity management, quote and order processing and customer models.
LEARNING TOPICS
- Licencing model
- Overview of the full process
- Customer model for B2C, B2B or partner
- Lead management
- Opportunity management
- Product and service details
- Quote management
- Sales orders and invoices
- Lessons from the field
WHAT YOU GET
- In-depth, focussed coaching on a specific topic
- Delivered by an experienced Microsoft Certified Trainer and CRM consultant
- 30 days’ access to post-course help/support
- Access to membership portal for 30 days
WHY CRM KNOWLEDGE?
- The course will be delivered by an experienced consultant trainer, using real-world scenarios
- You’ll get access to the latest technology via a trial instance
- You will get 30 days’ post-course assistance
- The maximum course capacity is 6
- The course will definitely run if you confirm your booking
- Post-course, you will get information, hints and tips from our Alumni Programme, free of charge