Learn Sales and Marketing in MS Dynamics 365 F & O

By: Pjp, Innoware

Learn Sales and Marketing in MS Dynamics 365 F & O

Microsoft Dynamics 365 Finance and Operations (F & O) offers a robust suite of Sales and Marketing modules designed to help organizations manage their customer relationships, drive sales, and increase profitability. By leveraging these modules, organizations can improve their sales performance, enhance customer engagement, streamline marketing campaigns, and provide better customer service.

The book covers the following:

1. Introduction
1.1 Benefits of using MS Dynamics 365 F & O for sales and marketing
1.2 Importance of learning sales and marketing modules in MS Dynamics 365 F & O

2. Introduction to Sales and Marketing Modules in MS Dynamics 365 F & O
2.1 Overview of Sales and Marketing Modules in MS Dynamics 365 F & O
2.2 Different modules available in Sales and Marketing
2.3 Features of Sales and Marketing Modules

3. Sales Management Module
3.1 Overview of Sales Management Module
3.2 Managing Leads and Opportunities
3.3 Managing Sales Orders and Quotes
3.4 Creating and Managing Sales Teams

4. Marketing Management Module
4.1 Overview of Marketing Management Module
4.2 Creating and Managing Marketing Campaigns
4.3 Creating and Managing Marketing Lists
4.4 Tracking and Analyzing Marketing Data

5. Customer Relationship Management Module
5.1 Overview of Customer Relationship Management Module
5.2 Creating and Managing Accounts and Contacts
5.3 Managing Customer Service Requests
5.4 Managing Service Level Agreements

6. Sales and Marketing Analytics and Reporting
6.1 Overview of Analytics and Reporting in Sales and Marketing
6.2 Creating and Managing Reports
6.3 Creating and Managing Dashboards
6.4 Analyzing Sales and Marketing Data

7. Integrating Sales and Marketing Modules with Other MS Dynamics 365 F & O Modules
7.1 Overview of Integrating Sales and Marketing Modules with Other Modules
7.2 Integrating with Financial Management Module
7.3 Integrating with Supply Chain Management Module
7.4 Integrating with Human Resources Management Module

8. Sales and Marketing Implementation Best Practices
8.1 Overview of Sales and Marketing Implementation Best Practices
8.2 Conducting Needs Assessment
8.3 Developing a Comprehensive Project Plan
8.4 Conducting Thorough Testing and Training
8.5 Developing Change Management Strategies

• Format: Paperback
• Language: English
• ISBN: B0BW2G3Z2C
• ISBN13: 9798385667512
• Release Date: March 2023
• Publisher: Independently Published
• Length: 50 Pages
• Weight: 0.31 lbs.
• Dimensions: 0.1" x 8.5" x 11.0"