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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

Discover how to create, send, and enhance user interactions through notifications in this comprehensive guide in Dynamics 365 Business Central.

Units in this learning path:

• 1 Introduction
• 2 Notifications
• 3 Create Send
• 4 Exercise
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Developer

Level: Intermediate

Subjects: Communication, Collaboration

Duration: 36 minutes

In the first phase of the service adoption framework, Start, you gather organizational objectives and build out your strategy and deployment plan.

Units in this learning path:

• Key Roles
• Cloud Advantage
• Organizational Readiness
• Summary

Products: M365

Roles: Administrator

Level: Intermediate

Subjects: Productivity, Change Management

Duration: 45 minutes

Learn about the second phase of the service adoption framework, Experiment.

Units in this learning path:

• Introduction
• Metrics
• Champions
• Governance
• Summary

Products: M365

Roles: Administrator

Level: Intermediate

Subjects: Productivity, Change Management

Duration: 49 minutes

Learn about the third phase of the service adoption framework, Scale.

Units in this learning path:

• Introduction
• Scenarios
• Training
• Reporting
• Health
• Summary

Products: M365

Roles: Administrator

Level: Intermediate

Subjects: Productivity, Change Management

Duration: 22 minutes

This module provides the framework for how meetings can be designed to align stakeholders on the core challenges within your organization and explains how to solve them with a Microsoft Viva Glint survey program. The information gathered informs your program strategy and design. This module is the first step in your stakeholder alignment journey.

Units in this learning path:

• What Stakeholder Alignment Journey
• What Vision Strategy Viva Glint
• How Setup Vision Strategy Session Logistics
• How Prepare Successful Vision Strategy Session
• How Facilitate Vision Strategy Session
• Knowledge Check
• Summary

Products: Viva, M365, Viva Glint

Roles: Administrator

Level: Beginner

Subjects: Employee Engagement, Business Applications

Duration: 53 minutes

Dynamics 365 Customer Insights - Journeys elevates customer experiences, allowing you to orchestrate personalized journeys across all touchpoints to strengthen relationships and earn loyalty.

Modules in this learning path:

• Get Started Set Up and Manage
• Get Started Advanced Configuration
• Review Authentication Dynamics 365 Marketing

Products: Dynamics 365, Customer Insights Journeys

Roles: Administrator, Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 174 minutes

The Connected Field Service Add-in for Microsoft Dynamics 365 integrates IoT devices with Microsoft Dynamics 365 for Customer Engagement to help organizations create a proactive approach to servicing customers.

Units in this learning path:

• 1 Introduction
• 2 Install Setup
• 3 Configuration
• 4 Device Data
• 5 Device Readings
• 6 Alerts
• 7 Mobile App
• 8 Check
• 9 Summary

Products: Dynamics 365, Dynamics Field Service

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Iot, Field Management, Customer Relationship Management

Duration: 77 minutes

Microsoft Dynamics 365 Sales enables salespeople to build strong relationships with their customers, act based on insights, and close sales faster. Use Dynamics 365 Sales to track your accounts and contacts, nurture your sales from lead to order, and create sales collateral. This module focuses on introducing the Dynamics 365 Sales application and the first steps that an organization should take in setting up the application.

Units in this learning path:

• 1 Introduction
• 2 Configure Application
• 3 Customization Options
• Document Management
• 4 Security Roles
• Copilot
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Sales

Roles: Business User, Functional Consultant

Level: Beginner

Subjects: Marketing Sales

Duration: 63 minutes

Are you interested in marketing applications? This module explains how to sign up for a free trial or purchase Dynamics 365 Customer Insights - Journeys. It also explains how to set up and manage your Customer Insights - Journeys environment.

Units in this learning path:

• 1 Introduction
• 2 Trial
• 3 Purchase
• Install
• 4 Modify
• 5 Manage
• 6 Up to Date
• 7 Uninstall
• 8 Knowledge Check
• 9 Summary

Products: Dynamics 365, Customer Insights Journeys

Roles: Administrator, Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 47 minutes

Learn how to set up and configure Dynamics 365 Sales to use sales accelerator features. Use the Sales accelerator so sellers can sell build a sales pipeline, using automated recommendations throughout a sales sequence that helps accelerate the sales process.

Modules in this learning path:

• Set Up Sales Accelerator
• Sales Sequence
• Work Segments Sales
• Work Sales Assignment Rules
• Engage Customers Text Messages

Products: Dynamics 365, Dynamics Sales

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 268 minutes