Managing Leads Opportunities & Accounts in Dynamics 365 for Sales

Microsoft Dynamics 365 helps you work with leads accounts and sales opportunities in useful ways. This course explores how to create edit and manage them using the Dynamic 365 sales service. The sales process starts with getting leads which is a potential customer that has shown interest in your products or services. Learn how to save and archive leads to turn them into opportunities and ideally into a sale. Explore how to create update and browse sales opportunities close an opportunity or win an account. Youll learn how to manage your sales relationship add contacts and configure record permissions to share and assign responsibilities. Competitor records are also explored and youll learn how to keep track of which opportunities and data are associated with each competitor. Finally you will explore the Sales Literature area in Microsoft Dynamics 365 where you can store your different sales information for your company or organization.