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MB280T02 Empower sellers with Dynamics 365 Sales
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Introduction
Audio Book: MB 280T02 - Introduction
Lesson 1: Work with Dynamics 365 Sales
Lesson 1: Work with Dynamics 365 Sales
Audio Book: Lesson 1: Work with Dynamics 365 Sales
Podcast: Lesson 1: Work with Dynamics 365 Sales
1.1.1 Introduction
1.1.2 Dynamics 365 customer experience apps in an organization’s journey
1.1.3 Work with the other Dynamics 365 apps as part of a customer engagement solution
1.1.4 Work with Copilot in the Dynamics 365 customer engagement apps
1.1.5 Summary
1.2.1 Introduction
1.2.2 Overview of Sales products
1.2.3 Navigate in Dynamics 365 Sales
1.2.4 Manage customers
1.2.5 Copilot in Dynamics 365 Sales
1.2.6 In-app marketing
1.2.7 Summary
1.3.1 Introduction
1.3.2 Set up and configure the application
1.3.3 Use customization options
1.3.4 Document management
1.3.5 Set up security roles
1.3.6 Configure Copilot in Sales
1.3.7 Summary
1.4.1 Dynamics 365 leads overview
1.4.2 Create Dynamics 365 leads
1.4.3 Lead management lifecycle
1.4.4 Lead qualification
1.4.5 Use Copilot with leads
1.4.6 Lead data management tools
1.4.7 Summary
1.5.1 Dynamics 365 opportunity overview
1.5.2 Create Dynamics 365 opportunities
1.5.3 Account and team selling
1.5.4 Opportunity management lifecycle
1.5.5 Use Copilot with opportunities
1.5.6 Summary
1.6.1 Dynamics 365 product catalog overview
1.6.2 Currencies and currency management
1.6.3 Define products
1.6.4 Product families
1.6.5 Price lists
1.6.6 Product catalog settings
1.6.7 Summary
1.7.1 Sales order processing overview
1.7.2 Quotes and quote management
1.7.3 Orders and invoices
1.7.4 Summary
1.8.1 Introduction
1.8.2 Build forecasts
1.8.3 Manage forecasts
1.8.4 Configure advanced features
1.8.5 Premium features
1.8.6 Summary
1.9.1 Overview
1.9.2 Sales accelerator
1.9.3 Manage relationship health with Sales Insights
1.9.4 Sales Navigator
1.9.5 Summary
1.10.1 Analytical options overview
1.10.2 Search tools
1.10.3 Out-of-box tools
1.10.4 Power BI
1.10.5 Summary
Lesson 2: Set Up and Use The Sales Accelerator Capabilities in Dynamics 365 Sales
Lesson 2: Set Up and Use The Sales Accelerator Capabilities in Dynamics 365 Sales
Audio Book: Lesson 2: Set Up and Use The Sales Accelerator Capabilities in Dynamics 365 Sales
Podcast: Lesson 2: Set Up and Use The Sales Accelerator Capabilities in Dynamics 365 Sales
2.1.1 Introduction
2.1.2 Set up Sales accelerator
2.1.3 Manage record types and forms
2.1.4 Customize the Sales accelerator workspace
2.1.5 Manage filter options
2.1.6 Manage sorting options
2.1.7 Add the Up next widget to forms
2.1.8 Sales acceleration reporting
2.1.9 Summary
2.2.1 Introduction
2.2.2 Get started with the work list
2.2.3 Summary
2.3.1 Introduction
2.3.2 Create and activate a segment
2.3.3 Connect a segment to a sequence
2.3.4 View details of a segment
2.3.5 Manage segments
2.3.6 Summary
2.4.1 Introduction
2.4.2 Assignment overview
2.4.3 Define users
2.4.4 Manage seller attributes in assignment rules
2.4.5 Create and activate assignment rules
2.4.6 Manage assignment rules
2.4.7 View and manage unassigned records
2.4.8 Summary
2.5.1 Introduction
2.5.2 Set up the text messaging provider
2.5.3 Edit phone numbers
2.5.4 Add a text message option to custom forms
2.5.5 Manage text message conversations
2.5.6 Summary
Lesson 3: Implement Goal Management in Dynamics 365 Sales and Customer Service
Lesson 3: Implement Goal Management in Dynamics 365 Sales and Customer Service
Audio Book: Lesson 3: Implement Goal Management in Dynamics 365 Sales and Customer Service
Podcast: Lesson 3: Implement Goal Management in Dynamics 365 Sales and Customer Service
3.1.1 Overview of goals
3.1.2 Defining individual goals
3.1.3 Parent and child goals
3.1.4 Summary
3.2.1 Overview
3.2.2 Fiscal year settings
3.2.3 Goal metrics
3.2.4 Summary
Lesson 4: Enhance Dynamics 365 Sales with Tools and Apps
Lesson 4: Enhance Dynamics 365 Sales with Tools and Apps
Audio Book: Lesson 4: Enhance Dynamics 365 Sales with Tools and Apps
Podcast: Lesson 4: Enhance Dynamics 365 Sales with Tools and Apps
4.1.1 Introduction
4.1.2 Set up mailboxes
4.1.3 Server-side sync
4.1.4 Document management options
4.1.5 Document management
4.1.6 Deploy the app for Outlook
4.1.7 Set up Dynamics 365 App for Outlook
4.1.8 Integrate with Microsoft Teams
4.1.9 Summary
4.2.1 Introduction
4.2.2 Deploy the mobile app
4.2.3 Use the mobile app
4.2.4 Manage records
4.2.5 Customize form views
4.2.6 Set up push notifications
4.2.7 Summary
Lesson 5: Use Dynamics 365 Copilot for Sales
Lesson 5: Use Dynamics 365 Copilot for Sales
Audio Book: Lesson 5: Use Dynamics 365 Copilot for Sales
Podcast: Lesson 5: Use Dynamics 365 Copilot for Sales
5.1.1 Introduction
5.1.2 View and update CRM data in the flow of work
5.1.3 Use AI to supercharge sales communication
5.1.4 Drive AI-powered sales meetings
5.1.5 Use collaboration spaces for sales teams
5.1.6 Customize Microsoft Copilot for Sales
5.1.7 Summary
5.2.1 Introduction
5.2.2 Copilot for Sales architecture
5.2.3 Install Copilot for Sales in Outlook
5.2.4 Customize forms and fields
5.2.5 Turn on Copilot AI features
5.2.6 Configure for Microsoft 365 Apps
5.2.7 Extend Copilot for Sales
5.2.8 Summary
Resources
MB 280T02 Blueprint
MB 280T02 Detailed Curriculum
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MB280T02 Empower sellers with Dynamics 365 Sales
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