Managed Business & IT Training Solutions

MBIT Training Ltd

Track Leads and Opportunities in Microsoft Dynamics 365 for Operations (81008)

This course provides information on tracking leads and opportunities in Microsoft Dynamics 365 for Operations including setting up process definitions, creating and managing leads, and creating and managing opportunities.
SKU: 81008
GTIN: 81008
Manufacturer: Microsoft
£30.00 (GBP)

Delivery: Blended learning
OR On-site (Private delivery)
Minimum number of delegates: 1:1
Maximum class size: 20
Delivery date: (as requested by customer)
Offers: contact for details however 20% consecutive discount on all group bookings.
Next availability: Immediate
Applicable for: Application Developer, Data Analyst, Programmer
Offers: contact for details

This course provides information on tracking leads and opportunities in Microsoft Dynamics 365 for Operations including setting up process definitions, creating and managing leads, and creating and managing opportunities.

Learning Objectives

  • Set Up Process Definitions
  • Create and Manage Leads
  • Identify Opportunities
  • Create Opportunities
  • Create a Competitor Record
  • Update Opportunity Statuses
  • Change Opportunity Stages

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