What you’ll learn
After completing this course, students will be able to:
Configure Dynamics 365 Sales
Manage core sales features
Configure additional tools and services
Microsoft Dynamics 365 at Lumify Work
Lumify Work has been delivering effective training across all Microsoft products for over 30 years. We are proud to be both Australia's and New Zealand’s first Microsoft Gold Learning Solutions Partner and the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers (MCTs) in ANZ. All Lumify Work Microsoft Dynamics 365 courses follow Microsoft Official Curriculum (MOC) and are led by MCTs.
Who is the course for?
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.
Course subjects
Set up and configure Dynamics 365 Sales
Manage leads with Dynamics 365 Sales
Manage opportunities with Dynamics 365 Sales
Work with Dynamics 365 Sales insights
Manage and organise your product catalog with Dynamics 365 Sales
Process sales orders with Dynamics 365 Sales
Manage relationships with relationship selling in Dynamics 365 Sales
Analyse Dynamics 365 sales data
Define and track individual goals in Dynamics 365 Sales and Customer Service
Use goal metrics in Dynamics 365 Sales and Customer Service
Prerequisites
Students should be familiar with Dynamics 365 model-driven applications and the Power Platform.
Students should also be familiar with the sales process and sales organisations.
No certifications are required as a pre-requisite for this course, but PL-200T00 (Power Platform Functional Consultant) is recommended as a supplement to this course.
Terms & Conditions
The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.
