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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

4.8

Learn to manage your businesses sales pipeline. Keep track of your contacts and convert your leads to sales.

290 235 USD
10 max
1 day
290 235 USD
10 max
1 day
290 235 USD
10 max
1 day
290 235 USD
10 max
1 day
290 235 USD
10 max
1 day
290 235 USD
10 max
1 day

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Kuala Lumpur (Asia)

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Manila (Asia)

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Hong Kong (Asia)

We currently have no public courses scheduled. Please contact us to register your interest.

Singapore (Asia)

We currently have no public courses scheduled. Please contact us to register your interest.

Jakarta (Asia)

We currently have no public courses scheduled. Please contact us to register your interest.

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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

4.8 5 Dynamics 365 Training Courses
4.8 out of 5
25048 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

4.8/5
Over 25048 Reviews
Fantastic course. Timing through the day was great- a really good pace. Steven was a great facilitator- was patient and answered everyone's questions. He explained everything in detail and waited until everyone understood. A really fantastic session and day - Thank you. -Power BI Beginner Brisbane
Jason - Power BI Beginner, .
Steven was a great presenter, very patient, knowledgeable and informative. As an online user the pace was great too. Thank you Steven much appreciated, Tania :) -Power BI Beginner Brisbane
Tania - Power BI Beginner, .
Course was informative and presenter engaging/interesting. Would recommend. I was partially distracted due to a few work items, but I would have like to know a little more about why we did certain things rather than just replicating what we were being instructed. -Power BI Beginner Brisbane
Cameron - Power BI Beginner, .
Training was good - I'd had some experience with PowerBI prior but learned a few tips which I will definitely use. Occasionally the remote learners were distracting to those in class but the trainer handled the hybrid format well. -Power BI Beginner Brisbane
Stephanie - Power BI Beginner, .
Good information, good pace. -Power BI Beginner Brisbane
Linda - Power BI Beginner, .
Thanks for the opportunity. Looking forward the Intermediate course which I feel I will benefit more from. -Power BI Beginner Brisbane
Lisa - Power BI Beginner, .
Steven has great humour and was quite patient and thorough. -Power BI Beginner Brisbane
Tony - Power BI Beginner, .
Thorough and informative session -Project Beginner Brisbane
Jenny - Project Beginner, .
Thanks Jason for a good session. Enjoyed it and learnt a lot about Project. -Project Beginner Brisbane
Mark - Project Beginner, .
very informative and well delivered -Project Beginner Brisbane
Brett - Project Beginner, .
Informative, valuable beginner level course of Project -Project Beginner Brisbane
Elle - Project Beginner, .
Great. Thanks. -Excel Intermediate Canberra
Krista - Excel Intermediate, .
Really good course, instructor targeted learning towards specific job requirements and what we wanted out of the class within scope and timeframe. Content was easy to follow and understandable by even an inexperienced person. Enjoyable and took away good tips and skills to apply within my workplace that will make life easier. Would be interested in the advanced course for further development. Definitely recommend to others. -Excel Intermediate Canberra
Dakota - Excel Intermediate, .
Very informative. -Excel Beginner Sydney
Leanne - Excel Beginner, .
I thought the course was very practical and useful for me to practise in my day to day role. Michael was an excellent teacher and it was easy to follow. -Excel Beginner Sydney
Olivia - Excel Beginner, .
Fantastic course and well taught by Michael - I have improved my skills especially with printing excel pages -Excel Beginner Sydney
David - Excel Beginner, .
Michael is a great teacher and really knows his stuff. Was able to answer all questions ask of him and help trouble shoot issues. He also remembered everybody's names without issue. -Excel Beginner Sydney
Melinda - Excel Beginner, .
Fantastic paced course, great knowledge from the instructor and student interaction. the ability to reiterate the learning in class on a laptop is beneficial! -Excel Intermediate Canberra
Taylah - Excel Intermediate, .
Michael was excellent as per usual! -Excel Beginner Sydney
Lisa - Excel Beginner, .
Great teacher. Very thorough and informative -Excel Beginner Sydney
Sarah - Excel Beginner, .

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