Header4_SaleForce_1100x300.jpg

Dynamics 365 Sales Functional Consultant Associate

Il corso "Dynamics 365 Sales" progettato da First Consulting è strettamente orientato alla componente  Funzionale della soluzione Dynamics CRM all'interno del Main Process "Lead To Cash" 
il programma del corso prevede l'acquisizione delle competenze mediante un percorso per iterazioni incrementali "step by step" tramite un Lab teorico/operativo con la creazione di uno Uses Case in ambito Sales CRM. Unitamente verrà analizzata la piattaforma Tecnologica Cloud Dynamics 365 nella modalità Low Code ( Declarative model) che rappresenta il pattern di implementazione officiale Microsoft tramite la suite di business Services ed App dell'ecosistema Dynamics 365 il corso è orientato per ruoli di Business Analyst , CRM Specialist, Consultant, Architect ed ulteriori che necessitano l'acquisizione dei principali processo CRM , nell'implementazione Microsoft.

DURATA

min 10 gg piano formativo personalizzabile

ATTESTATI

Attestato di partecipazione First Consulting 

CERTIFICAZIONI

Propedutico Path Certificazione Dynamics 365 

KEY POINT

Dynamics 365 CRM
Lead to Cash 
Dynamics 365 low code

Programma

Perform configuration

Configure sales settings

  • configure sales territories and hierarchical sales territories

  • configure auto number settings for cases, orders, and quotes

  • configure business settings, including business closures, currencies, and fiscal years

  • configure sales security roles and access team templates

  • create and manage sales collateral
     

Configure processes

  • configure duplicate detection rules

  • configure record creation rules

  • configure sales business process flows

  • create and manage playbooks
     

Create and configure sales visualizations

  • configure template apps for Power BI

  • configure sales dashboards

  • design and create sales charts

  • design sales Advanced Find, Power BI, FetchXML, and Kanban reports, views, and visualizations
     

Manage core sales tables

Create and manage accounts and contacts

  • create and manage accounts

  • create and manage contacts

  • create and manage activities
     

Create and manage leads

  • create and search for leads

  • convert activities to leads

  • perform lead qualification

 

Create and manage opportunities

  • manage opportunities

  • track stakeholders, sales team members, and competitors

  • add product line items to opportunities

  • customize the Opportunity Close form

Create and manage sales order processes

  • add quotes to opportunities

  • edit quotes in various stages

  • manage revisions to quotes

  • send quotes to customers

  • convert quotes to orders

  • manage orders

  • manage invoices
     

Create and manage products and product catalogs

  • create and manage products, product bundles, and product families

  • create and manage pricing lists

  • create and manage discount lists

  • create and manage unit groups
     

Configure additional tools and services
 

Configure integration with external sales applications 

  • implement Relationship Sales

  • describe use cases for Customer Insights

  • implement Power BI template apps
     

Create and manage goals and forecasts

  • configure and use forecasts

  • configure and use goals

Implement Sales Insights

  • configure standard Sales Insights features

  • configure premium features, including Notes analysis, who knows whom, and Conversation Intelligence

  • implement Sales accelerator

  • implement premium forecasting

  • configure predictive scoring models

first-consulting_services-it-sales-force_1920x1080.jpg

VUOI SAPERNE DI PIÙ?

Telefono

Email Segreteria 

Email Commerciale