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所在平台: Udemy |
课程主页: https://www.udemy.com/course/hands-on-learning-dynamics-365-sales/
课程评论：没有评论
课程名称：实践学习：Dynamics 365 销售 课程概述： 本课程将带您了解以下内容： - Dynamics 365 中的销售生命周期 - 创建新账户和联系人 - 输入客户数据 - 查找、排序和筛选客户记录 - 资格审核线索与AI排序 - 处理开发、提案和成交阶段的标准 - 发送报价 - 生成订单和发票 - 深入分析销售报告，并将 Dynamics 365 数据导出到 Excel 本课程旨在鼓励学员在示范环境中进行实践，从而掌握概念而不影响实际业务数据。每位学员都被鼓励使用附录资料学习如何注册30天试用。在仅需5天的时间内，您将掌握所有涵盖的概念。 通过本课程，学习如何充分利用 Dynamics 365 销售。了解为什么整个销售团队——包括管理者和员工——都在使用这一智能商业应用来转变他们的销售流程。受过认证的培训和变更管理者 Kojo Amoo-Gottfried 将探讨如何在 Dynamics 365 中创建销售工作流程。他将涵盖客户和线索的跟踪、销售流程的监控、对线索的营销以及仪表板报告。学习如何掌握现有客户的变更，跟进机会，使用个性化的电子邮件模板与联系人保持联系，并在可自定义的 Dynamics 365 仪表板中追踪所有数据。
This course will introduce you to:The Sales Life Cycle in Dynamics 365Creating new accounts and contactsEntering customer dataFinding, sorting, and filtering customer recordsQualifying leads and AI sequencingWorking through criteria for DevelopPropose and close stagesSending quotesGenerating orders and invoicesDrilling down into a sales report and Exporting Dynamics 365 data to Excel.This course is designed to encourage practice within a sample environment, so that you will master the concepts without affecting real business data. Each learner is encouraged to use the appendix deck to learn how to register for a trial run for 30 days. It will take you only 5 days to master all concepts covered.Learn how to leverage Dynamics 365 Sales. Find out why entire sales teams-managers and associates-are using this intelligent business app to transform their pipelines. In this course, the Certified Training and Change Manager, Kojo Amoo-Gottfried explores how to create sales workflows in Dynamics 365. He covers tracking customers and leads, monitoring the sales flow, marketing to leads, and dashboard reporting. Discover how to stay on top of changes to existing customers, follow up on opportunities, stay in touch with contacts using personalized email templates, and track all this data in customizable Dynamics 365 dashboards.
