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

£30.00

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 Category:

Description

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 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