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dynamics 365 nexacu
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

4.8
see reviews
dynamics 365 nexacu

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
Thu 26-Nov-20
Thu 26 Nov
Dynamics 365 Sales
Remote Online
Status: Confirmed
Confirmed
Book Now
Tue 15-Dec-20
Tue 15 Dec
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
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Thu 21-Jan-21
Thu 21 Jan
Dynamics 365 Sales
Remote Online
Status: Scheduled
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Wed 17-Feb-21
Wed 17 Feb
Dynamics 365 Sales
Remote Online
Status: Scheduled
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Tue 23-Mar-21
Tue 23 Mar
Dynamics 365 Sales
Remote Online
Status: Scheduled
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Fri 23-Apr-21
Fri 23 Apr
Dynamics 365 Sales
Remote Online
Status: Scheduled
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Mon 10-May-21
Mon 10 May
Dynamics 365 Sales
Remote Online
Status: Scheduled
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Thu 3-Jun-21
Thu 3 Jun
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
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Brisbane
Date
Course
City
Status
Thu 26-Nov-20
Thu 26 Nov
Dynamics 365 Sales
Brisbane
Status: Confirmed
Confirmed
Book Now
Tue 15-Dec-20
Tue 15 Dec
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Book Now
Thu 21-Jan-21
Thu 21 Jan
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Book Now
Wed 17-Feb-21
Wed 17 Feb
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Book Now
Tue 23-Mar-21
Tue 23 Mar
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Book Now
Fri 23-Apr-21
Fri 23 Apr
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Book Now
Mon 10-May-21
Mon 10 May
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Book Now
Thu 3-Jun-21
Thu 3 Jun
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Book Now
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

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

Canberra

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

Adelaide

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

Perth
Date
Course
City
Status
Tue 15-Dec-20
Tue 15 Dec
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
Book Now
Wed 13-Jan-21
Wed 13 Jan
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
Book Now
Tue 23-Feb-21
Tue 23 Feb
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
Book Now
Mon 22-Mar-21
Mon 22 Mar
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
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Tue 13-Apr-21
Tue 13 Apr
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
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Tue 18-May-21
Tue 18 May
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
Book Now
Mon 21-Jun-21
Mon 21 Jun
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
Book Now
Scheduled
Taking enrollments.
Confirmed
Taking enrollments.
Few Seats left
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Sold Out
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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
*REMOTE* 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

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Course Rating
Dynamics 365 Training Courses

4.8 5 Dynamics 365 Training Courses
4.8 out of 5
23724 Student Reviews

Dynamics 365 City Pages

Dynamics 365 City Pages

BNE Brisbane

MEL Melbourne

SYD Sydney

ADL Adelaide

PER Perth

PAR Parramatta

CBR Canberra

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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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Valued by Individuals

4.8/5
Over 23724 Reviews
Very detailed and has given me a good start with Power BI. -Power BI Beginner Brisbane
Jessica - Power BI Beginner, .
Terrific course. Well explained. Thoroughly enjoyed -Power BI Beginner Brisbane
Keirin - Power BI Beginner, .
Excellent course, well run and good topic coverage. Looking forward to the intermediate course. -Power BI Beginner Brisbane
Allister - Power BI Beginner, .
Steven is always a great trainer, a lot of content I can use at work. -Power BI Beginner Brisbane
Tys - Power BI Beginner, .
Very good advanced information. -Power BI Intermediate Adelaide
Rhett - Power BI Intermediate, .
Great session. Jagg is brilliant in the way he is able to present in an online forum. -Power BI Intermediate Remote Online
Brett - Power BI Intermediate, .
Great session -Power BI Intermediate Adelaide
Emily - Power BI Intermediate, .
Excellent -Power BI Intermediate Adelaide
Hikkaduwa - Power BI Intermediate, .
Good beginner's introduction to Office 365. Thank you John! I would like a certificate of completion please. -Office365 Beginner Remote Online
Yieng - Office365 Beginner, .
I learned a few new things which was great -Office365 Beginner Remote Online
Jacqui - Office365 Beginner, .
thank you -Office365 Beginner Remote Online
Cindy - Office365 Beginner, .
John provided very good training and it will really helpful to myself and our organization. We have learn a lot new things. really useful -Office365 Beginner Remote Online
Chetankumar - Office365 Beginner, .
good overview of Office 365. Good use of MS Teams to deliver training. -Office365 Beginner Remote Online
Nathaniel - Office365 Beginner, .
Great session that was easy to understand - thank you -Office365 Beginner Remote Online
Aaron - Office365 Beginner, .
thanks John he was really engaging and clear on how we can use Office 365 -Office365 Beginner Remote Online
Marc - Office365 Beginner, .
Great training. John was very engaging and covered a lot of content. Customised to our needs and where we are up to in our O365 journey. Thank you! -Office365 Beginner Remote Online
Emily - Office365 Beginner, .
loved it, very clearly explained good interaction and very helpful -Office365 Beginner Remote Online
amy - Office365 Beginner, .
Well rehearsed. Very informative. Very knowledgeable. -Power BI DAX Brisbane
Julian - Power BI DAX, .
Great presenter, willingness to answer questions (even when off topic) was appreciated. -Power BI DAX Brisbane
Bill - Power BI DAX, .
Enjoyed the course, plenty of content to digest. -Power BI DAX Brisbane
Tim - Power BI DAX, .
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