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Introduction

Completed

Dynamics 365 Sales empowers sellers to build strong customer relationships and close deals faster. Digital selling tools help sellers better understand which customers and sales opportunities they should be focusing on. Powered by Microsoft Power Platform, it provides every seller in your organization with the capabilities to analyze, act, and automate digital selling across your organization to transform their approach to selling from the ground up.

This module introduces Dynamics 365 Sales and demonstrates how organizations can use it to support sales scenarios. Additionally, it explains how this functionality helps businesses make better decisions quickly by bringing together a complete end-to-end solution.

After completing this module, you'll be able to:

  • Describe the typical sales lifecycle process looks like and how an organization might use it to manage their sales

  • Describe the tools provided in Dynamics 365 Sales to assist organizations in creating, managing, and qualifying potential sales leads

  • Describe the Dynamics 365 Product Catalog

  • Describe the process for creating and managing opportunities

  • Describe how Dynamics 365 Sales uses business process flows to provide sellers assistance while managing sales opportunities

  • Describe the options available for building and delivering quotes using Dynamics 365 Sales

  • Describe how to use orders and invoices

  • Describe Sales accelerator

  • Describe how to use Copilot in Dynamics 365 Sales

Let's get started.