| Course | |||||
|---|---|---|---|---|---|
 | Sales This course will give you a brief walkthrough of our D365 software.
Topics Covered:
-Focus Page - D365 Power App
-Setting Your Default Dashboard
-D365 Navigation
-EDGE Process
-Business Process Map
This course will take approximately... | ||||
| Sales This course will teach you how to make a new account in D365.
Topics Covered:
-Creating an Account
-Creating an Address
-Creating a Contact
This course will take approximately 8 minutes to complete. | ||||
| Sales This course will teach you how to create a job in D365.
Topics Covered:
-How to Create a Job
-Creating a New Quote
-Copying a Quote
This course will take approximately 10 minutes to complete. | ||||
| Sales This course will go over CTI's Hard Cost in D365.
Section 1
-Product Catalog
-Preferred Catalog
Section 2
-Bulk update
-Updating Cost
Section 3
-Retired and Time Out Items
-Adding a Room
This course will take approximately 15... | ||||
| Sales This course will teach you about D365 Soft Cost Grids.
| ||||
| Sales This course will teach you how to create a Box order using D365.
Topics Covered:
-Creating a Box Order
-Exporting a Box Proposal
This course will take approximately 8 minutes to complete. | ||||
| Sales This course will teach you how to submit a job for booking in D365.
Topics Covered:
-Summiting for Booking
This course will take approximately 5 minutes to complete. | ||||
| Sales This course will teach you about how to updating cost in D365.
Topics Covered:
-Updating Costs
This course will take approximately 5 minutes to complete. | ||||
 | Sales Part TWO of 7 of Mark Wayshak's "High Velocity Sales" presentation from the 2024 National Sales Meeting.
This course will take 20 minutes to complete. | ||||
| Sales Part FIVE of 7 of Mark Wayshak's "High Velocity Sales" presentation from the 2024 National Sales Meeting.
This course will take 25 minutes to complete. |
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