Microsoft Dynamics 365 for Sales and Copilot (55258) - Courseware Only

This course provides students with an introduction to Microsoft Dynamics 365 Sales Hub by building a foundation for all subsequent courses and learning. The main end-user features of Dynamics 365 Sales Hub are introduced including how to navigate through the Sales Hub, utilising Leads and opportunities, managing products in the Product Catalogue, visualizing sales data via charts, dashboards and reports, and creating custom playbooks.

Students will use new AI tools including Microsoft Copilot to understand how AI can be used to increase productivity while working with prospects and automate the sales pipeline.

 

Audience profile

This course has been designed to apply to end users of Microsoft Dynamics 365 Sales Hub.
It is recommended that attendees of this course have an existing working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft Dynamics 365.

 

At course completion

After completing this course, students will be able to:

• Navigate the main features of the Dynamics 365 Sales Hub.
• Create and manage Leads records.
• Create and manage Opportunities from Lead records.
• Utilise the product catalogue to manage and price products and stock.
• Create custom sales data visualisations through charts, dashboards and reports.
• Create and apply custom Sales playbooks.
• How to leverage AI through Microsoft Copilot to increase effciencies and optimize the sales pipeline process.  

 

 

Module 1: Introduction

This module provides an introduction to the lab environment, lab settings and an orientation of the Dynamics 365 Sales Hub.

Lessons

• Set up a trial of Microsoft Dynamics 365
• Sign in to Microsoft Dynamics 365
• Install Sample Data
• Explore Sales Hub in Dynamics 365
• Copilot in Sales

Lab 1: Set up your Lab Environment

Lab 2: Explore the Sales Hub

Lab 3: Configure Copilot for Dynamics 365 Sales

 

Module 2: Leads and opportunities

This module presents the user with the skills needed to create, manage and apply leads and opportunities in Dynamics 365 Sales Hub.

Lessons

• Create a Lead Record
• Update a Lead Record
• Qualify a Lead to an Opportunity record
• Disqualify a Lead Record
• Convert an Email Activity to a Lead record
• Working on Opportunities
• Closing an Opportunity as Lost
• Closing an Opportunity as Won

Lab 1: Working with Leads

Lab 2: Working with Opportunities

Lab 3: Using AI Tools to streamline the Sales Process

 

Module 3: The Product Catalogue

This module provides the attendee with the skills needed to utilise the product catalogue in Dynamics 365 Sales Hub to manage and facilitate product orders and sales with the help of AI tools.

Lessons

• Configure the Product Catalog Settings
• Configure Unit Groups
• Add a Product
• Create and Configure a Price List
• Create a Price List Item
• Clone a Product
• Create a Product Bundle
• Create a Product Family
• Add Products to an Opportunity
• Add a Quote to an Opportunity and Email to Customer
• Convert a Quote to an Order and Invoice

Lab 1: Configuring the Product Catalog with AI

Lab 2: Working with the Product Catalog with Copilot

Lab 3: Working with Quotes, Orders and Invoices

 

Module 4: Sales Insights with AI

This module presents the user with the skills needed to gain insights into and visualise Dynamics 365 Sales data.

Lessons

• Configuring AI Tools 
• Working with Copilot to gain insight into data
• Create a custom Sales Chart
• Explore the Sales Dashboards
• Create a custom Sales Dashboard

Lab 1: Explore sales data in Copilot

Lab 2: Sales KPIs, Goals and Metrics

Lab 3: Explore the Sales Charts and Dashboards

 

Module 5: Dynamics 365 Playbooks

This module provides a comprehensive guide on the creation, applications, and management of Dynamics 365 Sales Hub playbooks.

Lessons

• Configure Sales Playbooks
• Create a Playbook Template
• Apply a Sales Playbook to an Opportunity
• Update and Complete a Playbook

Lab 1: Sales Playbooks

Lab 2: Create a Playbook Template

Lab 3: Apply a Sales Playbook to an Opportunity

Lab 4: Update and Complete a Playbook

 

No previous experience of Microsoft Dynamics 365 or Dynamics 365 Sales Hub is needed to sit this course. This course applies to end users and provides at foundation for subsequent learning and courses.