Drive Team Excellence with Microsoft Dynamics 365 - Sales Corporate Training

Empower your teams with expert-led on-site/in-house or virtual/online Microsoft Dynamics 365 - Sales Training through Edstellar, a premier corporate training company for organizations globally. Our tailored Microsoft Dynamics 365 - Sales corporate training course equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific needs, this Microsoft Dynamics 365 - Sales group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.

Microsoft Dynamics 365 - Sales is a powerful CRM tool designed to streamline sales processes, enhance customer relationships, and drive revenue growth through its advanced features and AI-driven insights. Organizations require this tool to efficiently manage leads and opportunities, automate sales tasks, and gain valuable analytics for informed decision-making, ultimately improving sales performance and customer satisfaction. Microsoft Dynamics 365 - Sales training course ensures employees can fully leverage its capabilities to optimize sales operations and achieve business objectives.

Edstellar's instructor-led Microsoft Dynamics 365 - Sales training course offers in-depth, hands-on training delivered by industry experts. The course is provided in virtual/onsite sessions tailored to meet your organization's unique needs. The course includes practical exercises, a customizable curriculum, and instruction from seasoned experts with years of experience in the domain.

Key Skills Employees Gain from Microsoft Dynamics 365 - Sales Training

Microsoft Dynamics 365 - Sales skills corporate training will enable teams to effectively apply their learnings at work.

  • Customer Relationship Management
  • Sales Pipeline Management
  • Opportunity Management
  • Account Management
  • Sales Automation
  • Product Catalog Management

Key Learning Outcomes of Microsoft Dynamics 365 - Sales Training

Edstellar’s Microsoft Dynamics 365 - Sales training for employees will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our Microsoft Dynamics 365 - Sales workshop, teams will to master essential Microsoft Dynamics 365 - Sales and also focus on introducing key concepts and principles related to Microsoft Dynamics 365 - Sales at work.


Employees who complete Microsoft Dynamics 365 - Sales training will be able to:

  • Implement automation for repetitive sales tasks to increase productivity and reduce manual effort
  • Analyze sales data to identify trends, forecast sales, and make informed decisions to drive revenue growth
  • Apply sales strategies using Dynamics 365 features to optimize sales processes and close deals effectively
  • Optimize customer interactions by leveraging Dynamics 365 capabilities to deliver personalized experiences
  • Develop customized sales workflows that align with specific business needs and improve operational efficiency

Key Benefits of the Microsoft Dynamics 365 - Sales Corporate Training

Attending our Microsoft Dynamics 365 - Sales classes tailored for corporations offers numerous advantages. Through our on-site/in-house or virtual/online Microsoft Dynamics 365 - Sales training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of Microsoft Dynamics 365 - Sales .

  • ​​​​​​Explore the full range of Dynamics 365 Sales insights and analytics to make data-driven decisions
  • Equip your team with the skills to customize Dynamics 365 to fit your organization's sales processes
  • Learn advanced sales strategies and techniques for Dynamics 365 Sales to manage and close deals effectively
  • Learn to automate repetitive sales tasks within Dynamics 365 to enhance productivity and focus on high-value activities
  • Develop proficiency in using Dynamics 365 Sales tools for lead and opportunity management, ensuring efficient sales workflows

Topics and Outline of Microsoft Dynamics 365 - Sales Training

Our virtual and on-premise Microsoft Dynamics 365 - Sales training curriculum is divided into multiple modules designed by industry experts. This Microsoft Dynamics 365 - Sales training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it relevant and practical.

  1. Introduction
    • Overview of Dynamics 365 Sales
    • Importance of configuration
    • Key features and benefits
  2. Set up and configure the application
    • Installation and setup process
    • Initial configuration steps
    • Setting up user accounts and preferences
  3. Use customization options
    • Customizing forms and fields
    • Creating custom entities
    • Customizing views and dashboards
  4. Set up security roles
    • Defining security roles and permissions
    • Assigning security roles to users
    • Managing user access and data security
  1. Dynamics 365 leads overview
    • Introduction to lead management
    • Benefits of using Dynamics 365 for leads
    • Lead management lifecycle
  2. Create Dynamics 365 leads
    • Manual lead creation
    • Importing leads from external sources
    • Lead qualification criteria
  3. Lead management lifecycle
    • Tracking lead status and progress
    • Nurturing leads through the sales process
    • Converting leads to opportunities
  4. Lead qualification
    • Lead scoring and prioritization
    • Automating lead qualification
  1. Dynamics 365 opportunity overview
    • Introduction to opportunity management
    • Benefits of managing opportunities in Dynamics 365
    • Opportunity lifecycle
  2. Create Dynamics 365 opportunities
    • Manual opportunity creation
    • Converting leads to opportunities
    • Opportunity management best practices
  3. Account and team selling
    • Collaborative selling techniques
    • Managing accounts and contacts
    • Assigning opportunities to team members
  4. Opportunity management lifecycle
    • Tracking opportunity stages
    • Updating opportunity records
    • Closing opportunities successfully
  1. Sales insights configuration overview
    • Introduction to sales insights
    • Configuring sales insights features
    • Benefits of using sales insights
  2. Create insight cards with assistant studio
    • Overview of assistant studio
    • Creating and customizing insight cards
    • Using insight cards to improve sales performance
  3. Work with assistant studio
    • Navigating the assistant studio interface
    • Configuring productivity intelligence
    • Creating and managing workflows
  4. Configure productivity intelligence
    • Setting up productivity metrics
    • Analyzing sales performance data
    • Optimizing sales processes
  5. Configure relationship insights
    • Introduction to relationship insights
    • Setting up relationship analytics
    • Using insights to enhance customer relationships
  6. Configure predictive models
    • Overview of predictive modeling
    • Creating and deploying predictive models
    • Using predictive models to forecast sales
  1. Dynamics 365 product catalog overview
    • Introduction to product catalog management
    • Benefits of a well-organized product catalog
    • Product catalog features in Dynamics 365
  2. Currencies and currency management
    • Setting up currencies
    • Managing currency conversions
    • Using multiple currencies in sales transactions
  3. Define products
    • Creating product records
    • Organizing products into categories
    • Managing product details and descriptions
  4. Product families
    • Introduction to product families
    • Creating and managing product families
    • Using product families to streamline sales
  5. Price lists
    • Creating and managing price-lists
    • Assigning price lists to products
    • Using price lists in sales transactions
  6. Product catalog settings
    • Configuring product catalog settings
    • Customizing product attributes
    • Managing product lifecycle stages
  1. Sales order processing overview
    • Introduction to sales order processing
    • Benefits of using Dynamics 365 for order processing
    • Sales order lifecycle
  2. Quotes and quote management
    • Creating and managing quotes
    • Converting quotes to orders
  3. Orders and invoices
    • Creating and processing sales orders
    • Generating invoices from orders
    • Managing order fulfillment and billing
  1. Overview
    • Introduction to relationship selling
    • Benefits of relationship selling
    • Key features of Dynamics 365 relationship selling
  2. Sales accelerator
    • Overview of the sales accelerator
    • Using the sales accelerator to manage sales activities
    • Configuring sales accelerator settings
  3. Manage relationship health with sales insights
    • Tracking relationship health metrics
    • Using sales insights to improve relationships
  4. Sales navigator
    • Introduction to sales navigator
    • Integrating sales navigator with Dynamics 365
    • Using a sales navigator to enhance sales efforts
  1. Analytical options overview
    • Introduction to sales data analysis
    • Benefits of analyzing sales data
    • Analytical tools in Dynamics 365
  2. Search tools
    • Using search tools to find sales data
    • Advanced search techniques
    • Saving and managing search queries
  3. Out-of-box tools
    • Overview of out-of-box analytical tools
    • Using built-in reports and dashboards
    • Customizing out-of-box tools for specific needs
  4. Power BI
    • Introduction to Power BI
    • Integrating Power BI with Dynamics 365
    • Creating and sharing Power BI reports
  5. Use Power BI templates
    • Overview of Power BI templates
    • Customizing and deploying templates
  1. Overview of goals
    • Introduction to goal management
    • Benefits of setting individual goals
    • Goal tracking features in Dynamics 365
  2. Defining individual goals
    • Creating and setting up individual goals
    • Assigning goals to team members
    • Tracking progress towards goals
  3. Parent and child goals
    • Introduction to parent and child goals
    • Creating and managing goal hierarchies
    • Tracking performance against parent and child goals
  1. Overview
    • Introduction to goal metrics
    • Benefits of using goal metrics
    • Key goal metrics features in Dynamics 365
  2. Fiscal year settings
    • Configuring fiscal year settings
    • Managing fiscal periods and settings
    • Aligning goals with fiscal years
  3. Goal metrics
    • Creating and managing goal metrics
    • Using goal metrics to measure performance

Target Audience for Microsoft Dynamics 365 - Sales Training Course

Microsoft Dynamics 365 - Sales training course is ideal for sales managers, business development managers, CRM administrators, CRM consultants, account managers, sales operations analysts, and consultants.

The Microsoft Dynamics 365 - Sales training program can also be taken by professionals at various levels in the organization.

  • Microsoft Dynamics 365 - Sales training for managers
  • Microsoft Dynamics 365 - Sales training for staff
  • Microsoft Dynamics 365 - Sales training for leaders
  • Microsoft Dynamics 365 - Sales training for executives
  • Microsoft Dynamics 365 - Sales training for workers
  • Microsoft Dynamics 365 - Sales training for businesses
  • Microsoft Dynamics 365 - Sales training for beginners
  • Microsoft Dynamics 365 - Sales group training
  • Microsoft Dynamics 365 - Sales training for teams
  • Microsoft Dynamics 365 - Sales short course

Prerequisites for Microsoft Dynamics 365 - Sales Training

Employees with a basic understanding of Microsoft Dynamics CRM can take the Microsoft Dynamics 365 - Sales training course.

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At Edstellar, we understand the importance of impactful and engaging training for employees. To ensure the training is more interactive, we offer Face-to-Face onsite/in-house or virtual/online for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

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Our virtual training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
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Edstellar's onsite training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
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Edstellar's off-site training programs offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development

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        Course Completion Certificate

        Upon successful completion of the Microsoft Dynamics 365 - Sales training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Course Completion Certificate

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        The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

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