Microsoft Dynamics 365 Sales with Copilot
This course provides students with detailed hands-on experience of Microsoft Dynamics 365 Sales with the new Copilot AI companion .
Description
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.
Course Outline
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 Catalog
This module provides the attendee with the skills needed to utilise the product catalog 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
Module 6: Sales Analysis
This module looks at the different methods available to analyse sales information that is stored in Dynamics 365. We look at the out of the box sales reports and the process to create a custom report using the Dynamics 365 Report Wizard. This module also demonstrates the Chart and Dashboard designer, as well as reviewing the out of the box sales dashboards to analyse service data.
Lessons
- Introduction to Sales Analysis in Dynamics 365
- The Sales Reports
- The Reporting Wizard
- Working with Sales Charts
- Working with Sales Dashboards
- Working with Sales Goals and Metrics
- Working with Sales Insights and Sales AI
Lab 1: Explore the Sales Reports
- Exploring the Sales Pipeline Report
- Exploring the Quote Report
Lab 2: Sales Goals and Metrics
- Create Goals for the Sales Team
- Create a Personal View
- View Sales Goals and Chart
Lab 3: Explore the Sales Charts and Dashboards
- Explore the Lead and Opportunity Charts
- Create a custom Sales Chart
- Explore the Sales Dashboards
- Create a custom Sales Dashboard
Lab 4: Explore the Sales Insights and Playbooks
- Setting up Sales Insights
- Configure Sales Insights Settings
- Configure and use Playbooks
- Create a Playbook Template
- Apply a Sales Playbook to an Opportunity
- Update and Complete a Playbook
Prerequisites
Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.