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

81005AE

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.


WHAT ARE THE GOALS FOR THIS COURSE?

  • 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


Duration:

0 hrs 31 mins

Level:

200

ROLES

Application Consultant / Sales

TRACKS

Fundamentals

CAPABILITIES

Customer Service / Marketing / Sales

INDUSTRIES

Customer Service


WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?

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