Dynamics 1: Using Dynamics Relationships
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Description
In a typical sales process, there are dozens of opportunities for efficiency, automation, and integration across the business tools the organization leverages. With Microsoft Dynamics, these opportunities are seized, and business data can be shared both within and outside the sales team.
Topics include:
- Essential CRM data and processes
- Settings and customizations to improve day-to-day operations
- Manage leads and opportunities
- Opportunity lifecycle design and management