Microsoft Dynamics 365 Sales Training Course
Microsoft Dynamics 365 Sales (D365 Sales) is a CRM module designed to help sales teams manage customer relationships, streamline the sales process, and gain insights through data-driven decision-making.
This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively use the platform to enhance their sales operations.
By the end of this training, participants will be able to:
- Understand the core features and functionalities of Dynamics 365 Sales.
- Set up and configure the D365 Sales environment.
- Manage customer relationships and sales processes using D365 Sales.
- Utilize data and analytics to drive sales decisions.
- Integrate Dynamics 365 Sales with other Microsoft applications.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Introduction to Dynamics 365 Sales
- Overview of Dynamics 365 ecosystem
- Introduction to Dynamics 365 Sales module
Setting Up Dynamics 365 Sales
- Configuring the sales environment
- Setting up users, roles, and permissions
- Customizing the sales dashboard
Managing Customer Relationships
- Creating and managing accounts and contacts
- Tracking customer interactions
- Utilizing the Relationship Assistant
Sales Process Management
- Creating and managing leads
- Converting leads to opportunities
- Managing opportunities and quotes
- Processing orders and invoices
Data and Analytics
- Using dashboards and reports
- Analyzing sales performance
- Forecasting sales
Integration and Customization
- Integrating with Microsoft Outlook and Teams
- Customizing entities and fields
- Extending functionality with Power Platform
Best Practices and Case Studies
- Implementing best practices for sales management
- Reviewing real-world case studies
Summary and Next Steps
Requirements
- Basic understanding of CRM concepts
- Familiarity with sales processes
Audience
- Sales professionals
- CRM administrators
- Business analysts
Open Training Courses require 5+ participants.
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Testimonials (1)
I learnt that we underutilize the system we work on and enjoyed every apsect.
Tracy Rehman - Financial Planning Institute
Course - Microsoft Dynamics 365 Customer Insights (MB-220)
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