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Course Outline
Introduction to MS Dynamics 365 Sales Insights
- Overview of MS Dynamics 365 ecosystem
- Positioning Sales Insights within the Dynamics 365 suite
- Key features and use cases
Getting Started with Sales Insights
- Accessing and navigating the Sales Insights module
- Understanding dashboards and interface components
- Configuring initial settings
AI-Driven Sales Analytics
- Using AI to analyze customer relationships
- Lead scoring and opportunity prioritization
- Monitoring pipeline health and sales trends
Customizing Sales Insights for Your Business
- Setting up custom views and reports
- Configuring metrics and KPIs
- Adapting features to match sales workflows
Integration and Automation
- Integrating Sales Insights with other Dynamics 365 modules
- Connecting third-party tools and services
- Using Power Automate for sales task automation
Enhancing Sales Strategies
- Leveraging predictive insights for decision-making
- Identifying cross-selling and up-selling opportunities
- Improving team collaboration and performance tracking
Managing and Maintaining Sales Insights
- Ensuring data quality and security
- Regular updates and enhancements
- Troubleshooting common issues
Summary and Next Steps
Requirements
- Basic understanding of CRM (Customer Relationship Management) concepts
- Familiarity with sales processes and workflows
Audience
- Sales professionals and managers
- CRM administrators and consultants
- Business analysts and decision-makers
14 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from £3800 online delivery, based on a group of 2 delegates, £1200 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Testimonials (1)
I learnt that we underutilize the system we work on and enjoyed every apsect.
