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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
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
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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
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
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
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
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
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
Dynamics 365 Course Outlines
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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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