Managed Business & IT Training Solutions

MBIT Training Ltd

Manage Prospects in Sales and Marketing in Microsoft Dynamics 365 for Operations (81005)

This course provides information on managing prospects in Sales and Marketing in Microsoft Dynamics 365 for Operations including setting up prospects, configuring segmentation and categorization, and performing prospect maintenance.
SKU: 81005
GTIN: 81005
Manufacturer: Microsoft
£500.00 (GBP)

This course provides information on managing prospects in Sales and Marketing in Microsoft Dynamics 365 for Operations including setting up prospects, configuring segmentation and categorization, and performing prospect maintenance.

Learning Objectives

  • Understand Prospects
  • Configure Segmentation and Categorization
  • Create Prospects
  • View Prospect Information
  • Delete Prospects
  • Perform Prospect Actions
  • Perform Prospect Sell Actions
  • Perform Prospect Market Actions
  • Perform General Prospect Actions
  • Convert Party Type Prospects
  • Update Prospect Financial Information

Prerequisites

  • General knowledge of Microsoft Windows
  • The ability to use Microsoft Dynamics 365 for Operations for basic processing
  • Basic knowledge of customer relationship management concepts