AB-6003: Introduction to sales in Dynamics 365 Course Overview
Duration: 1 Day
This course will teach you how to enhance and automate business processes using customer engagement apps for Dynamics 365, while incorporating native interconnectivity with Microsoft 365. You will also learn to unify profiles, tailor personalized customer journeys with AI-assisted Dynamics 365 Customer Insights, and improve selling efficiency through AI-driven Sales features within Dynamics 365 Sales.
Course Objectives
By the end of this course, participants will be able to:
- Introduction to sales in Dynamics 365
Who Should Attend?
This course is designed for professionals who aim to enhance and automate business processes using Dynamics 365 customer engagement apps, while leveraging native interconnectivity with Microsoft 365. It is ideal for those looking to unify profiles, create personalized customer journeys with AI-assisted Dynamics 365 Customer Insights, and improve selling efficiency through AI-driven Sales features.
What’s included?
- Authorized Courseware
- Intensive Hands on Skills Development with an Experienced Subject Matter Expert
- Hands-on practice on real Servers and extended lab support 1.800.482.3172
- Examination Vouchers & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps)
- Academy Code of Honor: Test Pass Guarantee
- Optional: Package for Hotel Accommodations, Lunch and Transportation
With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.
Methods
- Instructor Led (the best training format we offer)
- Live Online Classroom – Online Instructor Led
- Self-Paced Video
Speak to an Admissions Representative for complete details
| Start | Finish | Public Price | Public Enroll | Private Price | Private Enroll |
|---|---|---|---|---|---|
| 9/28/2026 | 9/28/2026 | ||||
| 10/19/2026 | 10/19/2026 | ||||
| 11/9/2026 | 11/9/2026 | ||||
| 11/30/2026 | 11/30/2026 | ||||
| 12/21/2026 | 12/21/2026 | ||||
| 1/11/2027 | 1/11/2027 | ||||
| 2/1/2027 | 2/1/2027 | ||||
| 2/22/2027 | 2/22/2027 | ||||
| 3/15/2027 | 3/15/2027 | ||||
| 4/5/2027 | 4/5/2027 | ||||
| 4/26/2027 | 4/26/2027 | ||||
| 5/17/2027 | 5/17/2027 | ||||
| 6/7/2027 | 6/7/2027 | ||||
| 6/28/2027 | 6/28/2027 | ||||
| 7/19/2027 | 7/19/2027 | ||||
| 8/9/2027 | 8/9/2027 | ||||
| 8/30/2027 | 8/30/2027 | ||||
| 9/20/2027 | 9/20/2027 |
Course Curriculum
1 – Introduction to sales in Dynamics 365
- Describe the foundations of Dynamics 365 customer engagement apps
- Explore lead generation in Dynamics 365
- Explore lead qualification in Dynamics 365
- Identify customer needs and explore relationships in Dynamics 365
- Explore how to negotiate deal terms and address objections in Dynamics 365 Sales
- Describe how to close customer deals in Dynamics 365
- Describe sales account management in Dynamics 365
- Explore forecasting, pipeline management, and analytics in Dynamics 365 Sales
- Describe shared capabilities in Dynamics 365 customer engagement apps
