Configuring Dynamics 365 Sales for AI
Setting up Dynamics 365 Sales, the product catalog and the AI features sellers use.
MSBA-280 12 lessons planned ▶ Video lessons coming soon
Offered by HSM University · Microsoft Certification Prep
Course content
- 1Sales prerequisites and mailboxesComing
- 2The sales data modelComing
- 3Business process flows for salesComing
- 4Product catalog: products, families and price listsComing
- 5Currencies and discountsComing
- 6Sales plans, goals and forecastsComing
- 7Sales accelerator and work assignmentComing
- 8Predictive lead and opportunity scoringComing
- 9Conversation intelligenceComing
- 10Copilot record summariesComing
- 11Sales mobile app and Teams callingComing
- 12Case study: configuring Sales for a distributorComing
Requirements
Recommended background. You can start any course at any time.
Description
Setting up Dynamics 365 Sales, the product catalog and the AI features sellers use.