Summary
Dynamics 365 Sales helps salespeople build strong relationships with their customers, act based on insights, and close sales faster. You can use Dynamics 365 Sales to track your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns and follow service cases that are associated with specific accounts or opportunities.
This module examined the main benefits of adopting Dynamics 365 Sales for an organization, including:
Examined the different Dynamics 365 Sales offerings that are available.
Explored the process for setting up and configuring Dynamics 365 Sales.
Described how to configure the Document management capabilities available in Dynamics 365.
Explored the process of assigning users the necessary security roles to work with the application.
Examined the process of configuring Copilot in Dynamics 365 Sales so it can be used by your sellers.
Additionally, you learned about the key setup tasks that are associated with configuring Dynamics 365 Sales, including the following settings:
Fiscal year
Territories
Currencies
Autonumber
Goals