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 get a link to a CRM environment to use throughout the training day, along with a username and password.

Agenda

10:00 Welcome & Introduction

10:15 Core Sales Process

Customer Management (Accounts and Contacts)
Leads & Opportunities
Activities
Sales Life Cycle (Quotes, Orders, Invoice, Price lists and Products)
Pipeline
Forecasting

11:00 In-app Marketing Tools

Marketing List
Campaigns types
- Quick Campaigns
Success Metrics
- Response tracking

12:30 Lunch Break

13:30 Integration and Add-ons

D365 App for Outlook

14:15 Intelligence and Productivity

Copilot for D365 Sales
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...

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