Dynamics 365: Prospect-to-Customer Conversion with Dual-write

Many businesses struggle with disconnected sales and supply chain data, leading to inefficiencies in converting prospects into loyal customers. This course addresses that challenge by teaching you how to unify these critical business functions. Upon completion, you will gain the knowledge to establish a seamless prospect-to-cash workflow across Dynamics 365 Sales and Supply Chain Management, ensuring smooth transitions from initial sales interest to order fulfillment and ongoing customer relationships. What you'll learn: * Understand the foundational concepts of prospect-to-customer processes in Dynamics 365. * Configure and activate Dual-write for real-time data synchronization between applications. * Map and synchronize essential business entities, including customers, products, and sales orders. * Manage the full prospect-to-cash workflow, from lead generation to order processing. * Implement strategies for ensuring data consistency and resolving synchronization conflicts. * Apply best practices for maintaining robust and efficient integrated Dynamics 365 environments. The course begins with foundational concepts of customer relationship management and enterprise resource planning, then guides you through the practical steps of setting up and managing Dual-write integrations. You will progress from understanding core entities to orchestrating complex business processes. This course is designed for beginners, including business analysts, consultants, and IT professionals who are new to integrating Dynamics 365 Sales and Supply Chain Management, with no prior experience required. Start building efficient, integrated business processes today.