Dynamics 365 Sales Tutorial

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WHAT IS DYNAMICS 365 SALES?
Dynamics 365 Sales is a cloud-based application that helps sales teams manage their customer relationships, track their sales activities, and close more deals. It is part of the Microsoft Dynamics 365 suite of business applications, which also includes marketing, customer service, finance, and operations.

Features of Dynamics 365 Sales

It provides a comprehensive view of the customer journey, from the first contact to the final sale, and beyond.

It enables sales reps to access customer data, insights, and recommendations from any device, anywhere, and at any time.

It automates and streamlines sales processes, such as lead generation, opportunity management, quote creation, and order fulfillment.

It integrates with other Microsoft products, such as Outlook, Teams, Power BI, and LinkedIn, to enhance collaboration and productivity.

It leverages artificial intelligence and machine learning to help sales reps prioritize their actions, optimize their performance, and anticipate customer needs.

Benefits of Dynamics 365 Sales

It increases sales revenue and profitability by helping sales teams close more deals faster and more efficiently.

It improves customer satisfaction and loyalty by providing personalized and consistent interactions across channels and touchpoints.

It reduces operational costs and complexity by eliminating manual tasks and data silos, and by using a scalable and secure cloud platform.

It empowers sales teams to adapt and innovate by offering flexible and customizable solutions that can meet changing business needs and customer expectations.

It supports business growth and expansion by enabling sales teams to reach new markets and customers, and by providing insights and analytics to drive strategic decisions.


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Trial: https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/
Import Leads: https://learn.microsoft.com/en-us/power-apps/user/import-data

0:00 Dynamics 365 Sales Introduction
1:20 Sales Trial Setup
3:45 Lead Management
4:16 How to Create Lead
5:01How to Qualify Lead
6:58 Duplicate Detection Rules
9:58 Routing Rules
11:21 Predictive Lead Score [ Lead Score Widget ]
14:18 Who Knows Whom
15:00 Lead to Opportunity Sales Process
17:00 Product Catalog Introduction
17:28 Product Family, Product Family hierarchy
20:12 Unit Groups
21:29 Standard Products u0026 Write-in Products
23:00 Price List and Price List Items as per Currency
30:10 Discount Lists
31:33 Product Bundles
35:25 Related Products (Upselling / Cross Selling)
37:00 Dynamics 365 Sales Pricing Methods
41:22 Opportunity Management and Sales Process
49:00 Pipeline View
53:53 Kanban View
56:51 Focused View
58:30 Dynamics 365 Sales Life Cycle
1:05:33 Goal Management (Goal Metrics, Child Goals, Rollup Query)
1:20:12 Dynamics 365 Sales Forecasting (AI Driven Forecast)
1:33:25 Sales Dashboard
1:35:00 Install Sales Analytics for Dynamics 365 Sales
1:35:48 Connect Dynamics 365 to Power Bi Template app
1:37:38 Enable Power BI reporting in the Microsoft Dataverse platform
1:39:00 Outlook App for Dynamics 365 Sales
1:48:43 Dynamics 365 Sales Copilot Introduction
1:51:40 Copilot Generate Opportunity Summary
1:52:30 Copilot Prepare for Meeting
1:53:10 Copilot Email Draft
1:55:00 Install Sales Copilot for Microsoft Outlook ( Microsoft 365 )
1:57:00 How to use Sales Copilot for Microsoft Outlook
2:00:06 Install Sales Copilot in Microsoft Teams ( M365)
2:01:25 Use Sales Copilot in Microsoft Teams ( Meeting Summary u0026 Meeting Sentiment )
2:05:27 Dynamics 365 Sales Tutorial Conclusion

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