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Microsoft Dynamics 365 Sales Training

Drive Team Excellence with Microsoft Dynamics 365 Sales Corporate Training

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.

Get Customized Expert-led Training for Your Teams
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
Experience Hands-On Learning from Industry Experts
Delivery Capability Across 100+ Countries & 10+ Languages
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Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

  • Customer Relationship Management
    Customer Relationship Management is the strategy of managing a company's interactions with current and potential customers. This skill is important for sales and marketing roles as it enhances customer satisfaction, drives sales growth, and fosters long-term loyalty.
  • Sales Pipeline Management
    Sales Pipeline Management is the process of tracking and optimizing potential sales opportunities. this skill is important for sales roles as it enhances forecasting accuracy, improves conversion rates, and drives revenue growth.
  • Opportunity Management
    Opportunity Management is the ability to identify, evaluate, and prioritize potential business opportunities. This skill is important for sales and marketing roles, as it drives revenue growth and strategic decision-making.
  • Account Management
    Account Management is the process of maintaining and nurturing client relationships to ensure satisfaction and retention. this skill is important for sales and customer service roles, as it drives revenue growth and fosters long-term partnerships.
  • Sales Automation
    Sales Automation involves using software tools to streamline sales processes, manage leads, and enhance productivity. This skill is important for sales roles as it boosts efficiency, improves customer engagement, and drives revenue growth.
  • Product Catalog Management
    Product Catalog Management involves organizing and maintaining product information to ensure accuracy and accessibility. This skill is important for roles in e-commerce and retail, as it enhances customer experience and drives sales.

What Your Team Will Achieve After This Training

  • 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

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning both 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

Who Should Attend?

This program suits professionals at many levels across the organization, including:

  • Sales Representatives
  • Account Executives
  • Sales Operations Specialists
  • Sales Analysts
  • CRM Specialists
  • Business Development Representatives
  • Customer Success Managers
  • Territory Managers
  • Sales Managers
  • Sales Coordinators
  • Revenue Operations Analysts
  • Salesforce Administrators

What are the Prerequisites?

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

Request a Quote for your Corporate Training Requirements

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Delivering Training for Organizations across 100 Countries and 10+ Languages

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Virtual Microsoft Dynamics 365 Sales Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide
Standardized content for consistent outcomes
Join from own workspace, no travel
We scale to large groups across sites
Interactive tools keep remote learners engaged
On-site Microsoft Dynamics 365 Sales Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office
We tailor setup/content to your workplace and tools
Group exercises drive collaboration
Live demos +  hands-on practice
Direct trainer access to clarify doubts
Off-site Microsoft Dynamics 365 Sales Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice
Built-in group activities for bonding
Full uninterrupted schedule for focus/retention
Boosts morale and signals commitment

Get a Proposal Shaped to Your Needs

Need pricing for onsite, offsite, or virtual delivery? Get a proposal tailored to your team's needs.

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        What Sets Edstellar Apart

        Experienced Trainers

        Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

        Proven Quality

        With a strong global track record, Edstellar is known for quality and engaging delivery.

        Industry-Relevant Curriculum

        Our programs are built by experts to match the demands of today's industry.

        Fully Customizable

        Every program can be tailored to your organization's goals.

        Comprehensive Support

        We provide pre- and post-session support for a complete learning experience.

        Global Multi-Location & Multilingual Training Delivery

        We deliver in multiple languages to support diverse global teams.

        Hear from Organizations We've Trained

        "This Microsoft Dynamics 365 Sales course was exactly what I needed to advance my career. As a Senior Customer Success Manager, mastering industry best practices has become crucial for my success. The use daily. These specialized skills have positioned me for significant advancement opportunities within my organization. The real-world examples and deep dive into real-world case studies were particularly valuable for my professional growth.”

        Julius Hawkins

        Senior Customer Success Manager,

        Sales Performance Company

        "This Microsoft Dynamics 365 Sales course transformed my approach to technical mastery solutions. The comprehensive modules on expert-led workshops were invaluable for our organizational projects. I can now confidently implement for diverse client requirements. The deep coverage of practical simulations gave me advanced skills I immediately applied to Our project success rate and profitability increased dramatically within the quarter.”

        Maxim Ivanov

        Senior Demand Generation Manager,

        Sales Technology Platform

        "As a Lead Customer Experience Manager leading technical mastery operations, the Microsoft Dynamics 365 Sales training provided our team with essential strategic frameworks expertise at scale. The comprehensive modules our complete operational footprint. Our department achieved a remarkable 50% improvement in operational efficiency metrics. This course has proven invaluable for driving our organizational transformation and sustained excellence.”

        Thabit Fadil

        Lead Customer Experience Manager,

        Revenue Operations Firm

        “Edstellar’s Management training programs have greatly improved our teams’ ability to lead with clarity, confidence, and operational efficiency. The sessions combine practical leadership frameworks, real-world case studies, and hands-on exercises that strengthen decision-making, cross-functional collaboration, and execution excellence across departments, driving measurable improvements in overall business performance.”

        Meera Rao

        HR & L&D Head,

        A Global Services Company

        Recognition That Motivates Your Team

        Upon successful completion of the 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.

        Recognition That Motivates Your Team

        We have Expert Trainers to Meet Your Microsoft Dynamics 365 Sales Training Needs

        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.

        Microsoft Power App Maker Trainer in New Delhi
        Yashpreet
        New Delhi, India
        Trainer since
        November 1, 2022