1 - Sales Overview
Sales overviewConfiguring SalesModule summary
2 - Working with Opportunities
Manage customersWorking with opportunitiesEmbedded intelligencePlaybooksIntegrated sales toolsModule summary
3 - Quotes to Orders
Order processing overviewManage product catalogCreate and manage quotesCreate and manage orders and invoicesModule summary
4 - Sales Analytics and Insights
OverviewPower BIAI for SalesModules summary
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
A Dynamics 365 Customer Engagement 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.
Familiarity of business applications and the desire to customize and implement them for your business.