All courses available in-class or via remote login

dynamics 365 nexacu

Dynamics 365 Sales - 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 - Beginner

Learn to manage your businesses sales pipeline. Keep track of your contacts and convert your leads to sales.
$385
10 max
1 day
$385
10 max
1 day
$385
10 max
1 day
$385
10 max
1 day
$385
10 max
1 day
$385
10 max
1 day
$385
10 max
1 day
$385
10 max
1 day

Remote

Brisbane

Sydney

Parramatta

Melbourne

Canberra

Adelaide

Perth

Upcoming Courses:
Remote Online
Date
Course
City
Status
Fri 23-Apr-21
Fri 23 Apr
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
Mon 10-May-21
Mon 10 May
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
Thu 3-Jun-21
Thu 3 Jun
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
Fri 23-Jul-21
Fri 23 Jul
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
Wed 28-Jul-21
Wed 28 Jul
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
Tue 3-Aug-21
Tue 3 Aug
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
Thu 19-Aug-21
Thu 19 Aug
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
Thu 26-Aug-21
Thu 26 Aug
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
Fri 3-Sep-21
Fri 3 Sep
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
Thu 28-Oct-21
Thu 28 Oct
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
Brisbane
Date
Course
City
Status
Fri 23-Apr-21
Fri 23 Apr
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Mon 10-May-21
Mon 10 May
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Thu 3-Jun-21
Thu 3 Jun
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Fri 23-Jul-21
Fri 23 Jul
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Thu 26-Aug-21
Thu 26 Aug
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Wed 6-Oct-21
Wed 6 Oct
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Sydney

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

Parramatta

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

Melbourne
Date
Course
City
Status
Mon 10-May-21
Mon 10 May
Dynamics 365 Sales
Melbourne
Status: Scheduled
Scheduled
Wed 28-Jul-21
Wed 28 Jul
Dynamics 365 Sales
Melbourne
Status: Scheduled
Scheduled
Thu 19-Aug-21
Thu 19 Aug
Dynamics 365 Sales
Melbourne
Status: Scheduled
Scheduled
Tue 12-Oct-21
Tue 12 Oct
Dynamics 365 Sales
Melbourne
Status: Scheduled
Scheduled
Canberra
Date
Course
City
Status
Thu 6-May-21
Thu 6 May
Dynamics 365 Sales
Canberra
Status: Sold Out
Sold Out
Thu 28-Oct-21
Thu 28 Oct
Dynamics 365 Sales
Canberra
Status: Scheduled
Scheduled
Adelaide

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

Perth
Date
Course
City
Status
Mon 21-Jun-21
Mon 21 Jun
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
Tue 3-Aug-21
Tue 3 Aug
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
Fri 3-Sep-21
Fri 3 Sep
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
Wed 22-Sep-21
Wed 22 Sep
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
Mon 18-Oct-21
Mon 18 Oct
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
Scheduled
Taking enrollments.
Confirmed
Taking enrollments.
Few Seats left
Book Now.
Sold Out
Try another date.

Dynamics 365 Sales Beginner Course Details

Price
$385
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

Dynamics 365 Sales Beginner Course Details

Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
L10, 333 Adelaide Street, Brisbane QLD 4000

*Limited in-class seats due to COVID-19.
microsoft_gold

Dynamics 365 Sales Beginner Course Details

Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 3, 37 Pitt Street, Sydney NSW 2000

*Limited in-class seats due to COVID-19.
microsoft_gold

Dynamics 365 Sales Beginner Course Details

Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 3, 90 Phillip Street, Parramatta NSW 2150

*Limited in-class seats due to COVID-19.
microsoft_gold

Dynamics 365 Sales Beginner Course Details

Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 3, 466 Little Lonsdale St, Melbourne VIC 3000

*Limited in-class seats due to COVID-19.
microsoft_gold

Dynamics 365 Sales Beginner Course Details

Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Ethos House, Level 1, 28 Ainslie Place, Canberra ACT 2601

*Limited in-class seats due to COVID-19.
microsoft_gold

Dynamics 365 Sales Beginner Course Details

Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 3, 97 Pirie Street, Adelaide SA 5000

*Limited in-class seats due to COVID-19.
microsoft_gold

Dynamics 365 Sales Beginner Course Details

Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
Capped*
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 4, 220 St Georges Tce, Perth WA 6000

*Limited in-class seats due to COVID-19.
microsoft_gold

Dynamics 365 Course Outlines

Other Courses
Microsoft Power BI Training Courses
Microsoft Office 365 Training Courses
Microsoft Excel Training Courses
Excel Specialist Training Courses
Microsoft Project Training Courses
Data Analytics Training Courses
Python Training Courses
Microsoft Power Apps Training Courses
Microsoft SharePoint Training Courses
Microsoft Teams Training Courses
Power Automate Training Courses
Microsoft Visio Training Courses
Microsoft PowerPoint Training Courses
Microsoft Word Training Courses
Other Courses
Microsoft Power BI Training Courses
Microsoft Office 365 Training Courses
Microsoft Excel Training Courses
Excel Specialist Training Courses
Microsoft Project Training Courses
Data Analytics Training Courses
Python Training Courses
Microsoft Power Apps Training Courses
Microsoft SharePoint Training Courses
Microsoft Teams Training Courses
Power Automate Training Courses
Microsoft Visio Training Courses
Microsoft PowerPoint Training Courses
Microsoft Word Training Courses
Course Rating
Dynamics 365 Training Courses

4.72 5 Dynamics 365 Training Courses
4.72 out of 5
26985 Student Reviews

Contact Us



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

  • Intro to Dynamics 365 
  • About Dynamics 365 
  • What is Dynamics 365? 
  • Intro to Dynamics 365 Sales 
  • What is Dynamics 365 Sales? 
  • Different subscriptions of Dynamics 365 Sales 
  • Different apps 
  • Differences between your organisation and the training environment 
  • Basic concepts of Dynamics 
  • Understanding Tables (entities), Columns (fields), Rows (records), Relationships, Dashboards, Views and Forms 
  • Core Tables 
  • Understanding Leads, Opportunities, Accounts, Contacts, and Competitors 
  • Opening the Sales app 
  • How to find the app on the Dynamics home page 
  • How to pin the app 
  • How to find the app on the Office  365 home page 
  • Starting with dashboards 
  • Selecting dashboards to view 
  • Viewing charts to understand your data 
  • Using charts to view and filter records 
  • Setting dashboards as the default 
  • Navigating with the left menu 
  • Viewing entities and views 
  • Navigating between work areas 
  • Viewing app settings 
  • Finding more help and support 
  • Using the Recent menu items 
  • Pinning items to the menu 
  • Expanding and collapsing the menu 
  • Navigating with the top menu 
  • How to open other apps from Sales 
  • Viewing your Account Manager 
  • Finding help and documentation 
  • Adjusting personalisation settings 
  • Navigating with the top menu (cont'd)
  • Adjusting time zone settings
  • Adjusting number formatting
  • Adjusting toast notification display time settings
  • Creating new meeting appointment from the quick create menu
  • Using the assistant to view upcoming activities
  • Using Task Flows to update a meeting activity
  • The Sales Process 
  • Understanding the Sales process in Dynamics 365
  • Working with Leads
  • Creating a new lead /li>
  • Updating Lead details
  • Understanding Business Process Flows in Dynamics 365
  • Exploring the Lead to Opportunity process
  • Completing of the process
  • Sharing a record
  • Reassigning a record
  • Working with Views
  • Using the Filter to see what the view is
  • Changing the view 
  • Making a View the default personal view 
  • Using charts in a view 
  • Using charts to filter a view 
  • Leads to Opportunities 
  • Understanding the Lead to Opportunity process 
  • Creating phone call activity 
  • How to use the Timeline records 
  • Editing and closing an activity 
  • Creating a Post 
  • Understanding @mentions and #records in Posts 
  • Leads to Opportunities (cont'd)
  • Viewing your user’s record 
  • How to Filter a Timeline 
  • Creating Notes with rich text formatting 
  • Attaching files to Notes 
  • How to disqualify a Lead 
  • How to qualify a Lead 
  • What happens to a Lead 
  • Understanding what records get created when qualified 
  • Working with Opportunities 
  • Understanding Contact and Account records 
  • Updating Contact and Account records 
  • Adding Stakeholders to an Opportunity record 
  • Understanding Competitor records 
  • Adding Competitors to an Opportunity 
  • Working with Opportunities (cont'd)
  • Capturing further sales information 
  • Progressing through the Sales process 
  • Adding Sales team members to an Opportunity 
  • Updating Sales team member’s roles 
  • Viewing Opportunities that you are a member of 
  • Prices and Products 
  • Understanding Dynamics 365 Product catalogues 
  • Understanding Unit Groups, Products, Price lists and Discount lists 
  • Viewing a Product hierarchy 
  • Viewing a Price List 
  • Viewing a Discount List 
  • Adding price lists and products to an Opportunity 
  • Applying manual discounts to a product and total 
  • Working with Quotes 
  • Creating a new Quote 
  • Updating details of a quote 
  • Activating a Quote 
  • Revising a Quote 
  • Deleting products from a Quote 
  • Reactivating a Quote 
  • Exporting a quote to PDF 
  • Saving a Quote to SharePoint 
  • Finding Quotes in the left menu 
  • Working with Quotes and Invoices 
  • Converting Quotes to Orders 
  • Fulfilling an Order 
  • Creating an Invoice 
  • Updating details on an Invoice 
  • Confirming an Invoice 
  • Sending an Invoice by Email 
  • Marking an Invoice as Paid 
  • Marketing in Sales 
  • Understanding Marketing Lists and Campaigns 
  • Understanding Quick Campaigns 
  • Creating a Dynamic Marketing List 
  • Creating a Quick (email) Campaign 
  • Managing campaign responses 
  • Creating a Quick Campaign from a view 
  • Using Search 
  • Using Quick find within a view 
  • Using wildcards to search 
  • Filtering a View 
  • Creating filtering queries 
  • Clearing a filter 
  • Changing personalisation setting for global search
  • Using Search (cont'd)
  • Using Categorised Search 
  • Using Relevance Search 
  • Using Advanced Find 
  • Creating Advanced Find queries 
  • Viewing Advanced Find results 
  • Exporting Advanced Find results to Excel 
  • Creating Personal Views with Advanced Find 
  • Dynamics 365 Sales and Excel
  • Opening Views Excel Online
  • Creating new records using Excel Online
  • Exporting records to Excel
  • Dynamics 365 Sales and SharePoint
  • Understanding Dynamics 365 and SharePoint
  • Creating new documents for a Dynamics 365 Sales record
  • Viewing documents on SharePoint
  • Dynamics 365 Sales and Outlook
  • Understanding integration between Sales and Outlook
  • Sending an email from Sales
  • Using the Microsoft Dynamics 365 App for Outlook
  • Tracking emails in Dynamics 365
  • Marking emails as regarding a Dynamics365 Sales record
  • Creating activities in Outlook
  • Creating a new Lead in Outlook
  • Dynamics 365 Sales and Microsoft Teams
  • Understanding integration between Sales and Microsoft Teams
  • Sharing a record to a Teams channel
  • Adding the Dynamics 365 Sales app to the Microsoft Teams app menu
  • Adding the Dynamics 365 Sales app to a Teams channel
  • Adding the Dynamics 365 Sales Record or View to a Teams channel
  • Demonstration of Dynamics 365 for phones and tablets

Contact Us

What is Remote Training?

Valued by Individuals

4.72 / 5
Over 26985 Reviews
Good knowledge and very useful. -Excel Intermediate Remote Online
Liliana - Excel Intermediate, .
The instructions were clear and provided advice on pivot tables and graphs which found very helpful. -Excel Intermediate Remote Online
Dayle - Excel Intermediate, .
Very informative and easy to follow and understand. -Excel Intermediate Remote Online
Cindy - Excel Intermediate, .
Very well presented, Steven was very patient and explained things very well. was a very informative day. -Excel Intermediate Remote Online
Katherine - Excel Intermediate, .
Very informative course, well presented and I will use a lot of this information -Excel Intermediate Remote Online
Valerie - Excel Intermediate, .
Steven was a great teacher he was very patient and did everything step by step so it wasn't confusing. Would recommend this course to someone who is wanting to learn about excel. -Excel Intermediate Remote Online
Maddison - Excel Intermediate, .
Steven was very patient and went back to re-do steps if we got confused. Learnt a lot and was very informative. -Excel Intermediate Remote Online
Kim - Excel Intermediate, .
Very informative - expanded on my knowledge. Some good tips were provided regarding shortcuts. -Excel Intermediate Remote Online
Michelle - Excel Intermediate, .
Very informative course! -Excel Intermediate Remote Online
Julie - Excel Intermediate, .
Steven was a great trainer -Excel Intermediate Remote Online
Michelle - Excel Intermediate, .
Thanks a good fast paced course with a knowledgable trainer -Excel Intermediate Remote Online
Vicki - Excel Intermediate, .
Really informative course with Jason. Went at a good pace and constantly asked if we had any questions. -Excel Intermediate Brisbane
Roland - Excel Intermediate, .
Great session! Very informative. Ken was a great presenter, very patient and helpful. -Power BI Intermediate Melbourne
Donna - Power BI Intermediate, .
xlnt presenter -Excel Intermediate Brisbane
Neal - Excel Intermediate, .
Ken is a very good teacher and the whole training course is very informative and enjoyable. -Power BI Intermediate Melbourne
TUAN - Power BI Intermediate, .
Great day. Learnt a lot of new info about how to better use excel and save myself a lot of time trying to figure things out. Will reduce my workload! -Excel Intermediate Brisbane
Natalie - Excel Intermediate, .
Thought it was great! Very engaging considering completed remotely. Definitely helpful. Thank you! -Power BI Intermediate Melbourne
Lauren - Power BI Intermediate, .
Thank you for the course. Very clear and concise. I would definitely recommend the intermediate course for people with beginner experience. -Power BI Intermediate Melbourne
Matthew - Power BI Intermediate, .
Excellent course, a lot of information to take in over a day but very useful and feel confident enough to play around PBI on my own. Facilitator was very engaging and entertaining, so helped us stay tuned throughout the day. -Power BI Intermediate Melbourne
Iantha - Power BI Intermediate, .
Great pace, good examples and easy to follow. -Power BI Intermediate Melbourne
Tania - Power BI Intermediate, .

Trusted by Business

Procured by Government

Awards and Accreditations

Nexacu offices Australia

Follow us