Microsoft Dynamics 365 Training Insights, Session 6: Sales

February 3 2021

Welcome back to Microsoft Dynamics 365 (D365) training insights series. In our sixth session, we will be providing training insights on product management for D365 Finance & Operations. We will cover the audience, content, timing, and nature of this training, how to approach it, and finish with a quick tip. You can see the full article series here.

Sales is one of the broadest functional areas within D365. It is used by a large number of employees. Since sales are the bloodline of any company, training is important. Typical roles under this function are sales managers, sales associates, and customer service representatives. Some of these users reside in the office while others may be out on the field. In addition, sales staff may include external people and entities such as external salespeople or outsourced customer service services.

This training covers customer management, sales price and discounts, sales agreements, sales order lifecycle management from sales order creation to shipment, and customer returns.

Sales training can start after the foundational training. The core team can be trained upfront to setup D365. The larger audience will then need to be trained gradually throughout the project as they get exposed to sales-related functions.

About Elif Item

Elif Item has worked 15+ years in Microsoft Dynamics 365 Finance, Supply Chain and Commerce as a learner, consultant, trainer, project manager, and consulting director before setting out to build Item by Item (IBI) Learning Platform. She is not only an expert in Microsoft Dynamics 365 Finance, Supply Chain and Commerce but also an accomplished instructor in classroom and online as well. She is a Microsoft Certified Trainer, a Certified Technical Trainer and also a Microsoft Certified Professional. She is known in the industry for her ability to understand training needs of learners and organizations and provide appropriate expertise and training to get them ready to implement and use Microsoft Dynamics 365 Finance, Supply Chain and Commerce effectively. Elif has founded Item by Item (IBI) Learning Platform to provide the much needed and state of the art online training tool to teach real "skills" to learners, measure and monitor their progress effectively, and get organizations ready for using Microsoft Dynamics 365 Finance, Supply Chain and Commerce from day one.

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