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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
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.
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