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Dynamics 365 CRM Sales Training

Build a strong foundation in Dynamics 365 Sales: manage the full sales lifecycle, handle quotes and orders, forecast pipelines, and use tools and insights to boost productivity and decision-making.

Course Information

Location:
Virtual Classroom
Cost:
FREE
Duration:
1 Day (10:00 - 16:00 GTM)
Dates:
See course booking form below
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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


Available Dates


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They're totally free you say?!

Yep, all our training days are completely free of charge, regardless of whether you are one of our customers or not. Simply sign up to the course you are interested in and join us for a super-charged dose of knowledge from the experts. Our courses are held virtually, and as a UK company, they run on Greenwich Mean Time, (GMT) time zone.

Yep, all our training days are completely free of charge, regardless of whether you are one of our customers or not. Simply sign up to the course you are interested in and join us for a super-charged dose of knowledge from the experts. Our courses are held virtually, and as a UK company, they run on Greenwich Mean Time, (GMT) time zone.

If you're new to Dynamics NAV (previously known as Navision) or Dynamics 365 Business Central then we recommend that you attend our 'Intro in a Day' or have at least 6 months' experience before attending any of the 101 or advanced courses.

Wondering why you can't find any mention of Dynamics NAV on Microsoft's website? That's because Dynamics 365 Business Central is the new name for NAV! Learn more about the difference between Dynamics NAV and Dynamics 365 Business Central here.