Elements of Dynamics 365 for Sales Professionals


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Microsoft Dynamics 365 for Sales professionals will not only make you a power user of this platform; but will also equip you with the knowledge and understanding that will make you stand out from other candidates / sales professionals.

Key Learning Points include but not limited to
  • Sales Process
  • Nurturing and managing customers/leads and opportunities
  • Using Dynamics 365 to enable you meet the Sales related business goals set for sales professionals.

This course will be delivered in a project/business based approach to help you understand the end-to-end Sales capability of the platform. The sessions will involve Hands on Training (HoT) Labs and interactive interview scenarios as well.

Course Content

Introduction to Sales Management and Sales cycles

System overview and navigation

Sales activities management (Tasks, emails, phone calls etc.)

Managing business Leads & opportunities

Working with business products & Product Catalogues

Sales orders and Ordering processes

Managing Sales goals and Sales metrics

Reporting and dashboards (reports, charts & dashboards)

Interview Questions & Answers

14 day Checklist for Sales “Pros”


4 Days