Work with Dynamics 365 Sales Professional
At a glance
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Level
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Skill
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Subject
Generate leads, create opportunities, realize easy setup and integration, and streamline your sales processes with Microsoft Dynamics 365 Sales Professional.
Prerequisites
- A basic understanding of how to navigate the Dynamics 365 application.
- Familiarity with creating and managing lead and opportunities.
Achievement Code
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Modules in this learning path
What is Dynamics 365 Sales Professional and how do I get started? Get started with the basics. See how Dynamics 365 Sales Professional helps you manage customers, work with leads, and manage tasks, appointments, email, and phone calls.
Connect with SharePoint, import data, manage users, and work with other activities in Dynamics 365 Sales Professional.
Configure lead management in Dynamics 365 Sales to capture, nurture, and prioritize leads. Explore lead creation methods including integration with Customer Insights, configure predictive lead scoring, and use Copilot to surface insights that help sellers focus on the right leads.
Configure and manage opportunities in Dynamics 365 Sales from creation through closure. Add products and pricing to opportunities, use Copilot for insights and meeting preparation, process quotes and orders, and customize opportunity forms.
You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up other processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices.