MS Dynamics 365 Customer Engagement – Microsoft 365 Course
Learn how to increase customer loyalty and improve retention with customer relationship management in MS Dynamics 365 with this online course from CloudSwyft Global Systems, Inc.
Who is the course for?
This course will enable sales managers, professionals, telesales workers and customer support staff to make the most of the features within Microsoft 365 and employ effective sales strategies. Get on your way to success and smashing sales targets through customer engagement.
If you want to further your knowledge, you may also be interested in these courses, from the same provider:
Microsoft Dynamics 365 Fundamentals
Dynamics 365: Using Power Platform Applications
Dynamics 365: Working with Power Platform Automation
Dynamics 365: Implementing Power Platform Integrations
Dynamics 365: Testing and Deploying Power Platform Applications
What topics will you cover?
Sales Overview
Configuring Sales
Managing Customers
Working With Opportunities
Embedded Intelligence
Playbooks
Integrated Sales Tools
Order Processing and Managing Product Catalogues
Create and Manage Quotes
Create and Manage Orders and Invoices
Sales Analytics and Insights
Power BI and AI for Sales
What will you achieve?
By the end of the course, you‘ll be able to…
Identifed common sales scenarios
Configured sales cycle and product catalog
Performed installations and configuration of sales application
