Microsoft
Get to know your Dynamics 365 customers
Discover skills and techniques to be an effective Dynamics 365 functional consultant by understanding your customer.
- Microsoft Learn
- 1.5 hours
- Self-paced
- Free course
- Free badge
- Beginner
Free online
Learn Dynamics Sales online: university courses, full YouTube courses, and courses with free certificates, from the IITs, MIT, Harvard, Google, Microsoft and more.
Microsoft
Discover skills and techniques to be an effective Dynamics 365 functional consultant by understanding your customer.
Microsoft
Microsoft Dynamics 365 has multiple analytical options to help organizations drive business decisions that are based on past sales numbers and trends. For example, organizations can define custom views that show specific types of data, use charts to drill into more details about different sales-rel…
Microsoft
A data model workshop is part of Success by Design. This module will provide a basic description of data modeling for Microsoft Dynamics 365 and insight into how you can conduct a data model workshop.
Microsoft
Learn about the architecture of Dynamics 365 Project Operations.
Microsoft
The sales processes that are used in a project-based organization differ from the sales processes that are used in a product-based organization. The reason is because the sales cycles for project-based organizations are longer and require customized estimate techniques to analyze and create quotes…
Microsoft
Discover how to boost productivity by creating custom insights using Microsoft Power Automate in Dynamics 365 Sales Insights.
Microsoft
Discover the role of a Business Applications professional, explore Dynamics 365 community resources, and learn about relevant certifications.
Microsoft
Explore how AI-powered capabilities in Dynamics 365 Sales help sellers identify customer needs and keep deals moving.
Microsoft
Discover the complexities of implementing Dynamics 365 projects, understanding team roles and the importance of coordination.
Microsoft
Discover how to accurately capture customer needs, lead requirement sessions, and identify functional and non-functional requirements for Microsoft Power Platform and Dynamics 365.
Microsoft
Learn about and set up bidirectional synchronization.
Microsoft
This module describes how you can improve customer relationships by using Microsoft Dynamics 365 Customer Voice surveys and satisfaction metrics. Additionally, you will learn how to use aspects of Microsoft Dynamics 365 Sales to get actionable insights.
Microsoft
Building a strong, long-term relationship with a customer takes time and effort. Account executives need to communicate with customers regularly and maintain a complete understanding of who that customer is and what they need. This module focuses on Dynamics 365 Embedded Intelligence. Businesses ca…
Microsoft
Discover the importance of testing in building business applications with Dynamics 365, including types of tests and automation usage.
Microsoft
Learn how to handle coupling during integration of Dynamics 365 Sales and Dynamics 365 Business Central.
Microsoft
Explore how Dynamics 365 business applications simplify CRM and ERP systems, aiding digital transformation for organizations.
Microsoft
Explore the capabilities, deployment options, and potential integrations of Dynamics 365 business applications.
Microsoft
An important goal of most businesses is to convert prospects to customers and then maintain an ongoing business relationship with those customers. Integration of prospect-to-cash with dual-write creates a workflow that takes a quotation and an order that originate in either Dynamics 365 Sales or Dy…
Microsoft
Learn how to manage relationships with Dynamics 365 Sales.
Microsoft
Define and track your customer service-related goals including identifying metrics.