Dynamics 365 CRM Sales Training

Duration

1 Day (10:00 - 16:00 GTM)

Cost

FREE

Location

Virtual Classroom

Dates

See course booking form below

Course Overview

Build a solid understanding of Dynamics 365 Sales and learn how to manage the full sales lifecycle. You will learn how to manage core sales activities, work with quotes and orders, understand forecasting and pipeline visibility, and use key tools that support sales productivity*.

We also explore how intelligence features and integrations help you work faster and make better decisions. By the end, you will feel confident navigating the system and managing your sales process end to end.

*NOTE: Attendees will need access to their own UAT or sandbox environment to join the session. The training will involve following along with demonstrations and completing practical exercises. Attendees are responsible for any changes made within their own environment during the session.

Agenda

10:00 Welcome & Introduction

10:15 Core Sales Process

Leads
Opportunities
Quotes
Orders
Invoice
Pipeline
Forecasting

11:00 Sales and Marketing Tools

Quick Campaigns
Products
Price lists
Goals

12:30 Lunch Break

13:30 Integration and Extensions

BC Integration
D365 App for Outlook

14:15 Intelligence and Productivity

Copilot for D365 Sales
Relationship Intelligence
Sales Accelerator
Workflows
Analytics

16:00 Summary & Questions

View available dates and book a place here:

1. Select Type Not sure what NAV type you have

crm

2. Select a location:

Virtual Classroom

3. Select a date:Select location to view available dates...

17 Feb 2026 - 17 Feb 2026

4. Your Details

First name*:

Last name*:

Company name*:

Company email*:

Phone number*:

Job title*:

Your location on the day of training (required for virtual machine access)*:

Current Dynamics NAV or Business Central Version*:

Notes:

Dynamics 365 CRM Sales Training

Build a solid understanding of Dynamics 365 Sales and learn how to manage the full sales lifecycle. You will learn how to manage core sales activities, work with quotes and orders, understand forecasting and pipeline visibility, and use key tools that support sales productivity*.

Thank you for your booking!

View available dates and book a place here:

Get In Touch

Connect

Newsletter Sign Up