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Microsoft

Create sales sequences with Sales Insights

Salespeople engage with multiple customers every single day. They're responsible to qualify leads, nurture opportunities and to do so they need to be laser focused and act effectively in a timely manner. Sales organizations continuously invest in ongoing training and coaching so that salespeople ar…

  • Microsoft Learn
  • 50 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Describe sales account management in Dynamics 365

This module introduces you to sales account management capabilities in Dynamics 365, including Customer Insights – Data, Copilot in Sales, and the Sales Research Agent.

  • Microsoft Learn
  • 1 hour
  • Self-paced
  • Free course
  • Free badge
  • Beginner

Microsoft

Review Customer Voice survey reports

Discover how to analyze, filter, and export survey report results in Dynamics 365 Customer Voice.

  • Microsoft Learn
  • 45 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Get started with Warehouse management only mode in Dynamics 365 Supply Chain Management

Your organization can continue to benefit from your current external or partner enterprise resource planning (ERP) and order management systems while using the core Warehouse management functionality from Microsoft Dynamics 365 Supply Chain Management in Warehouse management only mode.

  • Microsoft Learn
  • 25 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Manage projects in Dynamics 365 Customer Voice

Learn how to add projects, copy surveys, and share projects in Dynamics 365 Customer Voice for better collaboration.

  • Microsoft Learn
  • 50 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Evaluate requirements for Dynamics 365 projects

Discover effective techniques for collecting and evaluating project requirements to enhance solution building for Dynamics 365.

  • Microsoft Learn
  • 1 hour
  • Self-paced
  • Free course
  • Free badge
  • Beginner

Microsoft

Set up purchase prices and discounts in Dynamics 365 Business Central

Do you need to set up item purchase prices and item discounts? If so, then follow along with this module, which shows you how. Additionally, this module provides an overview of the conditions that can be used for special prices. You'll also learn how to set up and use purchase discounts.

  • Microsoft Learn
  • 30 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Set up maintenance information in Dynamics 365 Business Central

Do you want to keep track of the maintenance of your fixed assets? This module explains how to set up fixed asset maintenance information in Microsoft Dynamics 365 Business Central.

  • Microsoft Learn
  • 20 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Set up Sales accelerator in Dynamics 365 Sales

Discover the benefits of using the Sales accelerator in Dynamics 365 Sales. Streamline your sales process and approach customers more effectively.

  • Microsoft Learn
  • 1 hour
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Receive and invoice items in Dynamics 365 Business Central

Do you want to know how to receive and invoice purchase documents in Business Central? This module will focus on how to receive items from vendors and how to process purchase invoices.

  • Microsoft Learn
  • 45 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Describe Dynamics 365 Finance core capabilities

This module introduces you to the core capabilities of Dynamics 365 Finance, including a discussion of legal entities, number sequence functionality, the approach for managing regional tax reporting requirements, and cost accounting concepts.

  • Microsoft Learn
  • 55 minutes
  • Self-paced
  • Free course
  • Free badge
  • Beginner

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