AB-6003 Introduction to Sales in Dynamics 365

Price
Net: €
VAT: €

Price
Price on Request

Duration
1 day

For companies and job seekers:
this course is 100% fundable!
 

Location

Course Language
English

Training Solutions
Online Live

Request a consultation Add to favorites Print as PDF

Every customer interaction provides valuable information—the key is to use it in a structured way. Microsoft Dynamics 365 Sales consolidates leads, sales opportunities, and customer histories into a single, centralized CRM platform. This makes it possible to track sales activities, streamline sales processes, and strategically develop customer relationships.

Key Topics

  • Basics of Dynamics 365 Sales
  • CRM Processes in Day-to-Day Sales
  • Lead and Opportunity Management
  • Customer, Contact, and Company Management
  • Organizing Activities and Tasks
  • Reports, Dashboards, and Analytics
  • Integration with Microsoft 365

Prerequisites
Basic knowledge of sales or an interest in CRM systems is beneficial.

Target Audience
Suitable for sales teams, line-of-business departments, CRM beginners, key account managers, and employees using Microsoft Dynamics 365 Sales for the first time.

A solid understanding of CRM functions makes it easier to get started with modern sales processes and lays the foundation for automation, reporting, and the future use of other Dynamics 365 applications or Microsoft Copilot in sales.

Print as PDF
Course Content
  • Introduction to Dynamics 365 Customer Engagement
  • Structure, Navigation, and User Interface
  • Key Functions and Cross-Solution Features
  • Working with the Timeline
  • Copilot Chat and Prompts
  • Security and Permission Concepts
  • AI Assistance for Filling Out Forms
  • Communication Assistant for Daily Tasks
  • Hands-On Exercise: Navigating Dynamics 365
  • Customer Insights – Journeys and Typical Use Cases
  • Lead Generation and Lead Nurturing
  • Target Audiences and Segments
  • Marketing Emails and Forms
  • Create and Manage Customer Journeys
  • Using Templates for Lead Nurturing
  • Implementing Customer Journeys in Practice
  • Event Management in Dynamics 365
  • Dynamics 365 Sales at a Glance
  • Lead and Opportunity Management
  • AI for Lead Qualification and Sales
  • Sales Accelerator, Copilot, and Sales Agents
  • Mobile App and LinkedIn Sales Navigator
  • Hands-On Exercise: Lead Processing
  • AI-Powered Sales Process
  • Introduction
  • Sales Close Agent
  • Sales Close Agent for Research
  • Sales Close Agent for Customer Outreach
  • Sales Research Agent in Customer Contact
  • AI Agents for Pipeline and Sales Opportunities
  • Microsoft 365 Copilot in Customer Interaction
  • Focus View in the Sales Process
  • Collaboration with Microsoft Teams
  • Introduction
  • Copilot for Sales and Negotiations
  • Product Catalog in Dynamics 365 Sales
  • Sales Close Agent During Negotiations
  • Sales Research Agent in the Negotiation Process
  • Microsoft 365 Copilot for Negotiations
  • AI-powered deal negotiations and closing processes
  • Introduction
  • Key Features of Dynamics 365 Customer Insights – Data
  • Unified Customer Profiles
  • Metrics, Segments, and Forecasts
  • Churn Risk and Customer Lifetime Value
  • Using Customer Insights – Data in Other Applications
  • Copilot for Account Management
  • Sales Research Agent in Account Management
  • Introduction
  • Create Forecasts
  • Managing the Pipeline
  • Relationship Intelligence and Analytics
  • Monitor Agents
  • Copilot for Forecasts and Reporting
  • Sales Qualification Agent in Forecasting
  • Sales Close Agent in Forecasting
  • Exercise – Getting to Know the Supervisor Workflow

Frequently Asked Questions

  • Dynamics 365 Sales is suitable for employees in sales, pre-sales, sales leadership, and CRM management. Professionals in customer success or business applications also benefit from the ability to centrally manage sales processes, customer relationships, and sales data, and to make data-driven decisions more quickly.
  • Basic sales knowledge and an understanding of CRM systems will make it easier to get started. Experience with Microsoft 365 or sales processes is also helpful. Programming skills are not required, as many features can be accessed through a graphical user interface and built-in automations.
  • Dynamics 365 Sales supports, among other things, lead management, opportunity management, forecasting, pipeline analysis, contact management, and sales forecasts. This is complemented by AI features, Copilot support, dashboards, and automations that reduce repetitive tasks and provide up-to-date sales data.
  • The solution is used wherever customer relationships are managed in a structured manner and sales processes are digitized. Typical applications include lead qualification, quote tracking, forecasting, customer communication, and collaboration between sales, marketing, and customer service based on a shared database.
  • A CRM system provides transparency regarding leads, sales opportunities, and customer contacts. This makes it easier to plan sales activities, identify pipeline risks early on, and make decisions based on up-to-date data. At the same time, a centralized data repository improves collaboration within sales teams.
  • The most common tasks include capturing leads, managing sales opportunities, maintaining customer data, creating forecasts, and analyzing sales metrics. In addition, automation and AI features help identify priorities more quickly and manage sales processes efficiently.
  • AI and Microsoft Copilot help analyze sales opportunities, prioritize leads, and generate summaries or recommendations. This makes relevant information available more quickly, while reducing routine tasks and facilitating data-driven decisions in the sales process.
  • Dynamics 365 Sales helps prevent scattered customer data, disorganized sales pipelines, and inaccurate sales forecasts. A centralized CRM platform improves data quality, creates transparent processes, and supports consistent management of leads, opportunities, and customer relationships throughout the entire sales cycle.
Berlin
Bremen
Dortmund
Dusseldorf
Frankfurt
Hamburg
Hanover
Cologne
Leipzig
Munich
Nuremberg
Stuttgart

Do you have any further questions? Please contact us.