MEAPSA

Set up and configure Dynamics 365 Sales

Dynamics 365 Sales helps salespeople build strong relationships with their customers, act based on insights, and close sales faster. It also helps to track accounts and contacts, nurture sales from lead to order, and create sales collateral. This module introduces the Dynamics 365 Sales application and explains how to set up the application.

Business User

Functional Consultant

Dynamics 365

Sales

Module Objectives

In this module, you will:

Learn about the key features of Dynamics 365 Sales and how it can help your organization.
Configure key settings that organizations should customize when setting up the application.
Set up the included security roles for sales users.

Units

Introduction min
Set up and configure the application min
Use customization options min
Document management min
Set up security roles min
Check your knowledge min
Summary min

Prerequisites

Basic understanding of navigation in the Microsoft Dynamics 365 application and a working knowledge of the core records that are used in sales scenarios