Microsoft Dynamics 365 Sales Corporate Training
Instructor-led Dynamics 365 Sales training that builds your team's skill in lead and opportunity management, pipeline configuration, forecasting, and sales sequences.
This program prepares sales operations teams, CRM administrators, and sales managers to configure and run Microsoft Dynamics 365 Sales. Learners work in a live environment across leads and opportunities, the sales pipeline, forecasting and goals, playbooks, sequences, and sales insights.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a high-performing sales team
The Edstellar SALES ENABLEMENT Capability Model
Diagnose
We assess your current sales processes, pipeline discipline, and the gaps that slow deal closure.
Standardize
We align your team on proven practices for lead qualification, pipeline stages, and forecasting.
Practice
Learners configure leads, opportunities, forecasts, and sequences in guided labs that mirror real selling.
Measure
We check pipeline configuration and forecasting fluency with checkpoints after every major module.
Scale
Your team leaves with templates and playbooks to extend sales excellence across territories and teams.
Need more than one program?Get a group quote
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Program Overview: What is Microsoft Dynamics 365 Sales?
Microsoft Dynamics 365 Sales is Edstellar's instructor-led program for sales operations teams and administrators configuring the Dynamics 365 sales process. It covers sales foundations, lead and opportunity management, pipeline configuration, forecasting, goals, playbooks, sequences, and reporting. Participants learn to build a sales system that enforces process without slowing sellers down.
Training is pipeline-centric, with participants configuring a live sales environment stage by stage from leads to closed deals. Each module pairs guided setup with hands-on labs in lead routing rules, opportunity stage design, forecasting setup, and sales sequences. Instructors review the configuration, testing it against the messy realities of real pipelines. The program closes with a capstone where participants implement an end-to-end sales cycle.
Sales teams lose deals to messy pipelines, stale forecasts, and CRMs that sellers avoid. This program teaches the discipline underneath the tooling: clean stages, honest forecasting, and automation that helps instead of nagging. The result is a pipeline leadership can trust and sellers actually use.
The closing build is the End-to-End Sales Cycle Implementation: a fully configured sales environment with lead routing, staged opportunities, forecasting, sequences, and reports, demonstrated through a deal from first touch to close.
Sales operations staff, CRM administrators, and sales managers learn how leads, opportunities, pipeline stages, forecasts, playbooks, and sequences work together as one connected sales platform. The program covers lead qualification, opportunity management, business process flows for sales, forecasting models, sales goals, playbooks, sequences with automated activities, and sales insights. By the final capstone, each learner has configured a working sales cycle and can support day-to-day selling with confidence.
What's Included in this Workshop for Your Enterprise Teams
- 1
Sales foundations
Map the D365 Sales architecture and core entities.
- 2
Leads and opportunities
Configure qualification and deal management.
- 3
Pipeline configuration
Design stages, process flows, and automation.
- 4
Forecasting and goals
Set up forecasts, quotas, and playbooks.
- 5
Sequences and insights
Automate outreach and surface sales insights.
- 6
Capstone implementation
Deliver a complete sales cycle for review.
- Instructor-led delivery, virtual, onsite, or hybrid
- Guided practice tenant for every learner
- Lab guides and procedure workbooks
- Session recordings for later review
- Pre-training skills check with readout
- Post-training office hours and support
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Microsoft Dynamics 365 Sales Course Topics and Program Outline
A 24-hour instructor-led program with guided labs in every module, from sales foundations to a full sales cycle capstone.
Built by Edstellar with Dynamics 365 sales practitioners
Built by consultants who implement Dynamics 365 Sales for revenue teams, shaped around your stack and use cases.
We map your current sales processes, pipeline discipline, and skill gaps so the program targets what your team needs most.
Instructor-led sessions cover sales architecture, leads, opportunities, and pipeline design with live demonstrations.
Guided labs configure leads, pipeline stages, forecasts, and sequences in a live Sales environment with instructor support.
A capstone implementation brings pipeline, forecasting, and sequences together in one realistic sales scenario your team presents.
Run a full sales cycle from lead to forecast in guided labs.
Delivered as
Delivered live by an instructor across 24 hours, with every module anchored in hands-on practice inside a real Sales environment.
Explore a live Sales environment and trace a lead-to-order flow.
learna)Sales app architecture and core entities
b)Lead, contact, and account relationships
c)Sales process overview
d)Security roles and environment setup
Qualify leads and manage opportunities through the pipeline.
practicea)Lead capture and qualification
b)Qualify-to-opportunity conversion
c)Opportunity stages and products
d)Quotes, orders, and invoices basics
Build a sales process flow with gated stages and automation.
practicea)Business process flows for sales
b)Pipeline stages and entry criteria
c)Stage gating and required fields
d)Workflow automation for sales tasks
Configure a forecast and a playbook for a sales scenario.
practicea)Forecast configurations and hierarchies
b)Forecast categories and adjustments
c)Sales goals and rollups
d)Playbooks for repeatable selling
Build a sequence and review insights and pipeline dashboards.
practicea)Sales sequences and steps
b)Automated activities and reminders
c)Sales insights and relationship analytics
d)Pipeline reports and dashboards
Implement a full sales cycle scenario and present it for review.
applya)Scenario briefing and success criteria
b)Lead and opportunity configuration
c)Pipeline and forecast setup
d)Sequence and playbook build
e)Handover documentation and review
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Practical outcomes your team will demonstrate by the end of the program.
Navigate the Sales architecture
Explain how leads, accounts, opportunities, and orders work together in the sales platform.
Qualify and convert leads
Capture, score, and qualify leads into pipeline opportunities.
Manage the opportunity pipeline
Move deals through stages with products, quotes, and orders.
Configure sales processes
Build gated pipeline stages and automate routine sales tasks.
Run forecasting and goals
Configure forecasts, quotas, and playbooks that guide the team.
Automate seller outreach
Build sequences with automated activities and reminders.
Support sales operations
Maintain pipeline configuration and keep sales reporting accurate.
Teams that Benefit from this Microsoft Dynamics 365 Sales Group Training
Sales operations staff, CRM administrators, and sales managers who implement or run Dynamics 365 Sales. Content adapts to each cohort's role and experience, so every group practices the sales workflows it owns.
Run a disciplined pipeline
For sales operations staff who manage pipeline hygiene, forecasting, and sales tooling.
Workflow friction
- Messy pipeline data
- Inaccurate forecasts
- Slow deal reviews
How the program helps
- Cleaner pipeline data
- Reliable forecasts
- Faster deal reviews
Practice use cases
- pipeline setup labs
- forecast configuration
- reporting labs
Coach with real numbers
For sales managers who forecast revenue and coach sellers on pipeline.
Workflow friction
- Sandbagged forecasts
- No coaching visibility
- Missed quota signals
How the program helps
- Accurate revenue forecasts
- Clearer coaching data
- Better quota tracking
Practice use cases
- forecast review labs
- goal tracking
- playbook adoption
Keep the sales platform healthy
For CRM administrators who manage the Sales environment, processes, and security.
Workflow friction
- Process sprawl
- Duplicate records
- Security role gaps
How the program helps
- Stable sales processes
- Cleaner data model
- Tighter access control
Practice use cases
- process flow labs
- security roles
- data hygiene
Work leads faster and smarter
For inside sales teams who qualify leads and run sequences at volume.
Workflow friction
- Cold lead lists
- Inconsistent follow-up
- Weak conversion tracking
How the program helps
- Faster lead qualification
- Consistent outreach
- Better conversion rates
Practice use cases
- lead scoring labs
- sequence setup
- activity tracking
Each cohort's labs and scenarios are tuned to the departments in the room.
Prerequisites: This program suits sales operations staff, CRM administrators, and sales managers who work with Microsoft business applications. Familiarity with sales processes or Dynamics 365 helps but is not required. Each cohort's labs adapt to the sales scenarios the team actually runs.
Sales Specialist to Sales Operations Lead
Learners progress from understanding sales architecture to independently running configured sales operations.
One program that grows with sales careers, from platform basics to confident sales operations.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Instructor-led Dynamics 365 Sales training delivered in the format that fits your team: live virtual, onsite, or hybrid.
Hybrid Training
Blend live virtual sessions with onsite practice days so your Microsoft Dynamics 365 Sales team learns the platform without pausing selling.
- Live instructor-led sessions, virtual and onsite
- Hands-on labs in a guided practice tenant
- Cohort schedule tuned to your team's calendar
- Same curriculum and labs across both modes
Onsite Training
Bring the instructor to your office for focused Microsoft Dynamics 365 Sales working sessions built around your own processes and data.
- Instructor at your office for the full program
- Labs mapped to your real workflows and data
- Whiteboard design sessions with your team
- Direct Q and A with a platform practitioner
Live Virtual Training
Join live from anywhere: the full Microsoft Dynamics 365 Sales program delivered online with screen-shared labs and instructor support.
- Live online instructor-led delivery
- Cloud practice tenant for every learner
- Breakout rooms for guided lab exercises
- Session recordings and lab guides included
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size and preferred dates, and we send a tailored quote within one business day.
Yes. A short discovery call with a sales platform specialist helps scope the program to your selling process.
Yes. Live virtual delivery includes the same guided labs as onsite, with full instructor support.
Yes. Onsite delivery works worldwide; we coordinate labs, systems access, and scheduling with you.
The program runs 24 hours, typically across three to four days, scheduled to fit your team.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Dynamics 365 Sales works best when your team already runs a disciplined pipeline. They learn pipeline management first, then use Dynamics 365 Sales day to day, connect it with Customer Insights for marketing campaigns, and customise the platform to fit their sales process.
Why Choose Edstellar as Your Microsoft Dynamics 365 Sales Corporate Training Provider
Enterprise Dynamics 365 Sales training with practitioner instructors and hands-on labs.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Sales labs tuned to your pipeline and territories, so every exercise mirrors the stages and forecasts your team runs.
Proven Methodology
A proven arc from lead management to sales insights, with checkpoints that verify configuration skill at each stage.
Practice-Based Learning
Guided practice in a live Sales environment, from opportunity management to a cycle capstone reviewed by the instructor.
Expert Trainers
Practitioner trainers who implement Dynamics 365 Sales for revenue teams, matched to your delivery window.
Global Scale
Delivery across time zones in live virtual, onsite, or hybrid formats, coordinated around your team's schedule.
Measurable Outcomes
Measurable outcomes: configuration checklists, capstone reviews, and playbooks that track readiness after the program.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Microsoft Dynamics 365 Sales Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Microsoft Dynamics 365 Sales Training for Your Team
Tell us about your team size, pipeline, and timelines. A training advisor will scope a Dynamics 365 Sales program around your needs and share a quote within one business day.