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You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up other processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and support different sales processes such as creating and managing quotes, and working with orders, and invoices.

Units in this learning path:

• 1 Sales Order Processing Overview
• 2 Quotes and Quote Management
• 3 Orders and Invoices
• 4 Sales Order Processing Lifecycle
• 5 Knowledge Check
• 6 Summary

Products: Dynamics 365, Dynamics Sales

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 51 minutes

Do you want to calculate item delivery dates? This module will focus on sales order promising. It explains the date fields on sales orders and the relationships between them, with the primary objective to calculate item delivery dates.

Units in this learning path:

• 1 Concepts
• 2 Set Up
• 3 Delivery
• 4 Check
• 5 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales, Communication

Duration: 49 minutes

Learn how to promote events, manage registration and check-ins, and review results in Microsoft Dynamics 365 Customer Insights - Journeys.

Units in this learning path:

• 1 Introduction
• 2 Promote
• 3 Register
• 5 Book
• 6 Check in
• 7 Follow Up
• 8 Check
• 9 Summary

Products: Dynamics 365, Customer Insights Journeys

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 50 minutes

Learn how to propose a solution.

Units in this learning path:

• 1 Introduction
• 2 Components
• 3 Demo
• 4 Third Party Components
• 5 Strengths Weaknesses
• 6 Check
• 7 Summary

Products: Dynamics 365, Power Platform

Roles: Solution Architect

Level: Advanced

Subjects: Field Management

Duration: 40 minutes

Do you want to know how to receive and invoice purchase documents in Business Central? This module will focus on how to receive items from vendors and how to process purchase invoices.

Units in this learning path:

• 1 Receive Items
• Receive More Items Over Receipt Codes
• 1a Reverse
• 2 Process
• 3 Review
• 3a Correct
• 4 Check
• 5 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 43 minutes

Configure IoT devices to remotely monitor customer equipment.

Units in this learning path:

• 1 Remotely Monitor and Service Customer Equipment Overview
• 2 Customer Assets and Device Registration
• 3 Remotely Interacting with Devices
• 4 Automating Connected Field Service
• 5 Designing Processes for Connected Field Service
• 6 Building Cfs Processes and Automations
• 7 Knowledge Check
• 8 Summary and Clean Up

Products: Dynamics 365, Dynamics Field Service, Azure, Azure Iot Central

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Iot, Field Management

Duration: 65 minutes

Visualize marketing activities, view entities, and related activities, and customize your marketing calendars.

Units in this learning path:

• 1 Introduction
• 2 Entity Calendars
• 3 Form Calendars
• 5 Check
• 6 Summary

Products: Dynamics 365, Customer Insights Journeys

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 20 minutes

Learn how to run an unattended Microsoft Power Automate for desktop flow.

Units in this learning path:

• 1 Introduction
• 2 Setup
• 3 Unattended Mode
• 4 Test Run
• 5 Best Practices
• 6 Check
• 7 Summary

Products: Power Platform, Power Automate

Roles: Business User, Maker

Level: Intermediate

Subjects: Productivity

Duration: 14 minutes

Explore advanced scheduling options, resource pooling, and facility booking for efficient service delivery in Dynamics 365 Field Service.

Units in this learning path:

• 1 Schedule Multiple Resources and Facilities
• 2 Define Resources
• 3 Work with Fulfillment Preferences
• 4 Work with Requirement Groups
• 5 Crew Facility Resource Pool Scheduling
• 7 Knowledge Check
• 8 Summary

Products: Dynamics 365, Dynamics Field Service

Roles: Functional Consultant

Level: Intermediate

Subjects: Field Management, Frontline Support

Duration: 45 minutes

Schedules for maintenance workers, assets and other tools are created when work orders are scheduled in Asset Management for Dynamics 365 Supply Chain Management.

Units in this learning path:

• 01 Introduction
• 02 Configure Workers
• 03 Schedule Dispatch
• 04 Calculate Capacity
• 05 Exercise 1
• 07 Check
• 08 Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Field Management, Supply Chain Management

Duration: 51 minutes

If you sell items or services to customers, this learning path can help you learn how to use Business Central to manage the sales process.

Modules in this learning path:

• Create Sales Documents Dynamics 365 Business Central
• Ship Invoice Items Dynamics 365 Business Central
• Sales Price Lists
• Manage Sales Prices Dynamics 365 Business Central
• Customer Discounts Dynamics 365 Business Central
• Promising Sales Order Delivery Dynamics 365 Business Central

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 363 minutes

Do you want to discover how to charge interest for overdue sales invoices? You can use finance charge memos to charge interest to customers. This module focuses on how to set up finance charge terms and how to create and send finance charge memos to customers.

Units in this learning path:

• 1 Setup
• 2 Create
• 3 Calculate
• 4 Exercise
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Finance Accounting, Marketing Sales, Process Workflow

Duration: 49 minutes