What you’ll learn
This program will focus on the Dynamics 365 Sales Functional Consultant Associate role, and participants will learn how to implement solutions that anticipate and plan customer connections, manage deals through processing and closing, and accelerate sales team performance using data analytics.
After completing this program, participants will be able to:
Work with an organisation to gather requirements and implement Power Platform solutions
Build model-driven, canvas, and portal apps
Create Power Automate flows
Design a simple chatbot using Power Virtual Agents
Analyse data using Power BI visualisations and dashboards
Install and configure the application
Identify common sales scenarios
Complete a sales cycle
Configure product catalogue
Manage customer records
Utilise analytics tools with customer data
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?
Ideal for candidates who are responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. Individuals who complete this program would be tasked with implementing a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Course subjects
PL-200T00 - Microsoft Power Platform Functional Consultant
Module 1: Configure Dynamics 365 Sales
Module 2: Manage leads and opportunities with Dynamics 365 Sales
Module 3: Manage orders and the product catalogue with Dynamics 365 Sales
Module 4: Manage goals with Dynamics 365 Sales
Module 5: Analyse Dynamics 365 Sales Data
Module 6: Work with Dynamics 365 Sales Insights
Module 7: Create surveys with Dynamics 365 Customer Voice
MB-210T01 - Microsoft Dynamics 365 Sales
Module 1: Introduction to the Power Platform
Module 2: The Functional Consultant role
Module 3: Work with Dataverse
Module 4: Make Power Apps
Module 5: Build Power Automate Flows
Module 6: Work with Power Virtual Agents
Module 7: Analyse data with Power BI
Prerequisites
Familiarity with business applications and the desire to customise and implement them for your organisation.
Terms & Conditions
Training is assigned to one user and is not transferable.
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.