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Nexacu Dynamics 365 Training

Dynamics 365 Sales Training - Beginner

Learn to manage your businesses sales pipeline.

Our Dynamics 365 Sales beginner course will teach you the basics of Microsoft's cloud-based Customer Relationship Management (CRM) sales module.

Learn how to effectively use Dynamics 365 Sales to keep track of your accounts and contacts and nurture your sales from leads to orders. You will learn to personalise your experience and navigate the sales process.

This course is focused towards end users who use a Dynamics 365 solution to manage their organisations interactions with customers.

Dynamics 365 Sales Training - Beginner

4.72
see reviews
Learn to manage your businesses sales pipeline. Keep track of your contacts and convert your leads to sales.
US$235
10 max
1 day
US$235
10 max
1 day
US$235
10 max
1 day
US$235
10 max
1 day
US$235
10 max
1 day
US$235
10 max
1 day

Select your country to view prices, and course dates.

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Dynamics 365 Sales Beginner Course Details

Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online
microsoft_gold
deloite_logo

Dynamics 365 Sales Beginner Course Details

Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online
microsoft_gold
deloite_logo

Dynamics 365 Sales Beginner Course Details

Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online
microsoft_gold
deloite_logo

Dynamics 365 Sales Beginner Course Details

Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online
microsoft_gold
deloite_logo

Dynamics 365 Sales Beginner Course Details

Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online
microsoft_gold
deloite_logo

Dynamics 365 Sales Beginner Course Details

Duration
1 day
Times
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Live Online
microsoft_gold
deloite_logo

Dynamics 365 Course Outlines

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Course Rating
Dynamics 365 Training Courses

4.72 5 Dynamics 365 Training Courses
4.72 out of 5
26815 Student Reviews

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What do I need to know to attend?

  • Beginner knowledge of Microsoft Excel and Outlook
  • No assumed knowledge of Dynamics 365 is required

Dynamics 365 Sales Beginner Learning Outcomes

On completion of this course you should be able to:

  • Understand the basic concepts of Dynamics 365 Sales
  • Personalise your own Dynamics 365 experience including settings and views

  • Customise the layout of the Dynamics 365 Sales interface including forms, views, and dashboards
  • Administer customer and account records
  • Understand the sales process including managing leads, opportunities, quotes and orders.

Dynamics 365 Sales Beginner Course Content

  • About Dynamics 365
  • What is Dynamics 365?
  • What is Dynamics 365 Sales?
  • Understanding where your data is stored
  • Exploring the Sales Hub App
  • What is an app?
  • Exploring the Sales Hub App
  • Understanding the Sales process in Dynamics 365
  • Managing the sales process
  • Create Leads
  • Qualify Leads and convert opportunities
  • Manage Account or Organisation records
  • Track activities across the sales process
  • Managing products, quotes and invoices
  • Create products and pricelists
  • Create quotes and convert to invoices
  • Customising the Sales Hub app
  • Explore built-in charts and dashboards
  • Create a custom dashboard
  • Create and modify views and reports
  • Configure format settings

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What is Remote Training?

Valued by Individuals

4.72 / 5
Over 26815 Reviews
Good last session, the Power App advanced one!. As the two previous ones that I did, Dominic (the trainer) was very good. Had some good examples. -Power Apps Advanced Perth
Ralph - Power Apps Advanced, .
It is a great learning exposure. Loved the fact that it is very thorough and you get the chance to do everything first hand. -Power Apps Advanced Perth
Kiran - Power Apps Advanced, .
The session has been conducted really well. The teacher has been great at explaining everything. -Excel Advanced Adelaide
Emmanouil - Excel Advanced, .
The course was well paced and I'm glad there was only three of us because it gave Jagg time to assist us equally. A very good introduction to the advanced language and functions -Excel Advanced Adelaide
heidi - Excel Advanced, .
Great instructor. Good pace wasn't too fast or too slow. Assisted with all enquiries. -Excel Advanced Adelaide
Hayley - Excel Advanced, .
It was very informative session. As a beginner, I now have a good understanding of how the program works and how to make a use of out it in a daily working environment. Thank you. -Power BI Beginner Sydney
Inho - Power BI Beginner, .
Interesting and engaging. Excellent class. -Power BI Beginner Sydney
Rohith - Power BI Beginner, .
Excellent course, Michael is a great knowledgeable and professional teacher full of enthusiasm. -Power BI Beginner Sydney
Sascha - Power BI Beginner, .
Very informative training course -Power BI Beginner Sydney
TUAN - Power BI Beginner, .
I haven't seen/used Power BI before so it is a lot of information to take on board. In saying that, it looks like an amazing tool & look forward to using it. Very informative. Thanks Michael -Power BI Beginner Sydney
Helen - Power BI Beginner, .
Engaging and enjoyable class. Wide range of information clubbed efficiently into an intensive session. Very educational. -Power BI Beginner Sydney
Rohith - Power BI Beginner, .
Michael was very engaging and knowledgable. I thoroughly enjoyed the class today. -Power BI Beginner Sydney
Jessica - Power BI Beginner, .
Michael was very knowledgeable and engaging, he kept the course running at a good pace, without going too fast. -Power BI Beginner Sydney
Robert - Power BI Beginner, .
Content was very informative and Michael was a great instructor - very worth while course. -Power BI Beginner Sydney
Kelly - Power BI Beginner, .
Thanks Jason! I certainly learned quite a few new features. -Excel Intermediate Brisbane
Jolene - Excel Intermediate, .
Jason was super helpful and ALOT of information to absorb. Didn't realise how much you can do with excel. Still a lot more to learn however, I would recommend this course. -Excel Intermediate Brisbane
Trishelle - Excel Intermediate, .
Very informative and well structured/presented. Jason was very helpful -Excel Intermediate Brisbane
Nicholas - Excel Intermediate, .
Found a lot of efficiencies -Excel Intermediate Brisbane
Lisa - Excel Intermediate, .
Great overview of different excel functions. It would be helpful to have set task to complete throughout the course to check our understanding. It's easy to think you get everything until you have to put it into practice! -Excel Intermediate Brisbane
Meg - Excel Intermediate, .
Very good, pace excellent. Can't wait to do the advanced excel course as well. -Excel Intermediate Brisbane
Catherine - Excel Intermediate, .
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