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所在平台: Udemy |
课程主页: https://www.udemy.com/course/mb-210-microsoft-dynamics-365-sales/
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**课程名称：** MB-210: Microsoft Dynamics 365 Sales **课程概述：** 本课程是关于Microsoft Dynamics 365 Sales的综合应用，旨在帮助您管理客户和潜在客户。通过Dynamics 365 Sales，您的组织可以跟踪销售目标数据、自动化最佳实践、从数据中学习等等。在本课程中，全球知名专家将带您一步步从潜在客户到商机，再到最终成交。您将学习如何利用应用程序的自动化和定制化选项，赋能销售人员发挥最大效能。 **课程大纲：** * **配置 Dynamics 365 Sales：** * 学习如何根据组织的独特需求配置销售应用程序。 * 学习配置组织和管理设置。 * **使用 Dynamics 365 Sales 管理潜在客户和商机：** * 学习如何管理客户数据记录，使用内置销售工具，并引导潜在客户完成生命周期。 * 学习管理潜在客户。 * 学习管理商机。 * **使用 Dynamics 365 Sales 管理订单和产品目录：** * 学习如何利用报价和订单来管理销售商机并最终实现成交。 * 学习管理和组织产品目录。 * 学习处理销售订单。 * **学习目标：** 创建和使用产品目录，为商机添加报价，通过订单完成销售。 * **使用 Dynamics 365 Sales 管理目标：** * 学习如何管理目标，以跟踪销售组织的成功情况并收集关键销售绩效指标。 * 学习定义和跟踪个人目标。 * 学习在 Dynamics 365 Sales 中使用目标指标。 * **学习目标：** 使用汇总列定义销售指标，跟踪销售和团队的个人目标。 * **分析 Dynamics 365 Sales 数据：** * 回顾分析选项，介绍搜索工具，并使用 Power BI 查看和分析销售数据。 * 学习在 Dynamics 365 Sales 中分析数据。 * **学习目标：** 使用开箱即用的 Dynamics 365 工具分析销售数据，配置图表和仪表板以查看销售数据。 * **使用 Dynamics 365 Sales Insights：** * 了解 Dynamics 365 Sales Insights 的免费和高级功能，以及它如何赋能销售人员与客户建立更紧密的关系并更快地完成销售。 * 学习配置 Sales Insights。 * **学习目标：** 设置和配置 Sales Insights，使用助手工作室，配置生产力智能，配置连接见解，配置预测模型。
Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more. Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application's available automation and customization options you will learn how to enable sales staff to be their most productive selves.Course outline Configure Dynamics 365 SalesIn this module, we will learn about configuring the sales application to fit an organization's unique requirements.LessonsConfigure organization and management settingsManage leads and opportunities with Dynamics 365 SalesIn this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.LessonsManage leads with Dynamics 365 SalesManage opportunities with Dynamics 365 Sales Manage orders and the product catalog with Dynamics 365 SalesIn this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.LessonsManage and organize your product catalog with Dynamics 365 SalesProcess sales orders with Dynamics 365 SalesAfter completing this module, you will be able to:Create and use the product catalog.Add quotes to opportunities.Complete a sale with an order. Manage goals with Dynamics 365 SalesIn this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.LessonsDefine and track individual goals with Dynamics 365 SalesUse goal metrics in Dynamics 365 SalesAfter completing this module, you will be able to:Use rollup columns to define sales metrics.Track individual goals for sales and teams.Analyze Dynamics 365 Sales dataIn this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.LessonsAnalyze data in Dynamics 365 SalesAfter completing this module, you will be able to:Analyze sales data using out-of-the-box Dynamics 365 toolsConfigure charts and dashboards to view sales dataWork with Dynamics 365 Sales InsightsIn this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.LessonsConfigure Sales InsightsAfter completing this module, you will be able to:Set up and configure Sales InsightsWork with Assistant studioConfigure productivity intelligenceConfigure Connection insightsConfigure predictive models
