Dynamics 365 Sales Complete Tutorial 2023 ( With AI Capabilities including Copilot) help you learn all features of sales module in hands on Manner.It will also Help you to prepare for MB-210 Exam.
Important Links
www.BizzInnovate.com
Trial: https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/
Import Leads: https://learn.microsoft.com/en-us/power-apps/user/import-data

0:00 Dynamics 365 Sales Introduction
1:20 Sales Trial Setup
3:45 Lead Management
4:16 How to Create Lead
5:01How to Qualify Lead
6:58 Duplicate Detection Rules
9:58 Routing Rules
11:21 Predictive Lead Score [ Lead Score Widget ]
14:18 Who Knows Whom
15:00 Lead to Opportunity Sales Process
17:00 Product Catalog Introduction
17:28 Product Family, Product Family hierarchy
20:12 Unit Groups
21:29 Products ( standard and Write-in)
23:00 Price List and Price List Items as per Currency
30:10 Discount Lists
31:33 Product Bundles
35:25 Related Products (Upselling/Cross Selling)
37:00 Dynamics 365 Sales Pricing Methods
41:22 Opportunity Management and Sales Process
49:00 Pipeline View
53:53 Kanban View
56:51 Focused View
58:30 Dynamics 365 Sales Life Cycle
1:05:33 Goal Management (Goal Metrics, Child Goals, Rollup Query)
1:20:12 Dynamics 365 Sales Forecasting (AI Driven Forecast)
1:33:25 Sales Dashboard
1:35:00 Install Sales Analytics for Dynamics 365 Sales
1:35:48 Connect Dynamics 365 to Power Bi Template app
1:37:38 Enable Power BI reporting in the Microsoft Dataverse platform
1:39:00 Outlook App for Dynamics 365 Sales
1:48:43 Dynamics 365 Sales Copilot Introduction
1:51:40 Copilot Generate Opportunity Summary
1:52:30 Copilot Prepare for Meeting
1:53:10 Copilot Email Draft
1:55:00 Install Sales Copilot for Microsoft Outlook ( Microsoft 365 )
1:57:00 How to use Sales Copilot for Microsoft Outlook
2:00:06 Install Sales Copilot in Microsoft Teams ( M365)
2:01:25 Use Sales Copilot in Microsoft Teams ( Meeting Summary & Meeting Sentiment )
2:05:27 Dynamics 365 Sales Tutorial Conclusion