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.
WHAT ARE THE GOALS FOR THIS COURSE?
- Set Up Process Definitions
- Create and Manage Leads
- Identify Opportunities
- Create Opportunities
- Create a Competitor Record
- Update Opportunity Statuses
- Change Opportunity Stages
0 hrs 27 mins
Application Consultant / Sales
Customer Service / Marketing / Sales
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