Manage opportunities and process sales orders in Dynamics 365 Sales

  • Module
  • 8 Units
Intermediate
Functional Consultant
Dynamics 365
Sales

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.

Learning objectives

By the end of this module, you'll be able to:

  • Create opportunities and manage them through their lifecycle
  • Add products to opportunities and configure pricing
  • Process quotes, orders, and invoices from opportunities
  • Describe how Copilot assists sellers when working with opportunities

Prerequisites

  • A basic understanding of how to navigate the Dynamics 365 Sales application
  • Familiarity with the lead management process in Dynamics 365 Sales
  • Familiarity with the Dynamics 365 Sales product catalog is helpful but not required
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