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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

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
Wed 17-Feb-21
Wed 17 Feb
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
Tue 23-Mar-21
Tue 23 Mar
Dynamics 365 Sales
Remote Online
Status: Scheduled
Scheduled
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
Brisbane
Date
Course
City
Status
Wed 17-Feb-21
Wed 17 Feb
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
Tue 23-Mar-21
Tue 23 Mar
Dynamics 365 Sales
Brisbane
Status: Scheduled
Scheduled
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
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
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
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 23-Feb-21
Tue 23 Feb
Dynamics 365 Sales
Perth
Status: Confirmed
Confirmed
Mon 22-Mar-21
Mon 22 Mar
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
Tue 13-Apr-21
Tue 13 Apr
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
Tue 18-May-21
Tue 18 May
Dynamics 365 Sales
Perth
Status: Scheduled
Scheduled
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
Scheduled
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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
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
25102 Student Reviews

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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

  • 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

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Over 25102 Reviews
Thanks -Power BI Intermediate Canberra
Mal - Power BI Intermediate, .
Jason did an amazing job, very attentive, personable, and approachable. Always willing to slow down and make sure everyone is on the same page and answer questions. -Power BI Intermediate Canberra
Logan - Power BI Intermediate, .
John was great. Great handbook for reference. Could potentially look at adding more to the course. Calendar's aren't really needed with everything else available. But I would be curious to see what else Visio can do. Thanks again! -Visio Essentials Melbourne
Amber - Visio Essentials, .
John was great and patient! -Visio Essentials Melbourne
Rebecca - Visio Essentials, .
Excellent trainer, concise, explained material very well and was very patient. -Excel Customised Adelaide
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Totally enjoyed it -Excel Customised Adelaide
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very knowledgeable -Excel Customised Adelaide
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Useful! Wowed me. -Excel Customised Adelaide
Ann - Excel Customised, .
Great session with some insightful tips and tricks! -Power Point Level 1 & 2 Remote Online
Kellie - Power Point Level 1 & 2, .
Danny is an excellent instructor - very informative session with lots of helpful tips! -Power Point Level 1 & 2 Remote Online
Stephie - Power Point Level 1 & 2, .
I have attended from Beginner to Advance course in consecutive days. Having done almost 2 yrs of self learning, these courses has solidified my learning and has given me tips on how to do other things. Dom was great in all 3 courses. -Power BI Advanced Perth
Dion - Power BI Advanced, .
Dom is a great teacher. So knowledgable. -Power BI Advanced Perth
Kristal - Power BI Advanced, .
Excellent course for gaining a greater understanding of Power BI Advanced workings. Trainer is very thorough. -Power BI Advanced Perth
Siobhán - Power BI Advanced, .
Was a great session downloading the office 365 capabilities! -Office365 Intermediate Brisbane
Selvin - Office365 Intermediate, .
Great course with some really helpful and insightful tips and tricks which I can use in the work place and beyond. Steven was an amazing trainer who explained each of the processes clearly and easily to understand. Thank you so much! -Office365 Intermediate Remote Online
Kaimani - Office365 Intermediate, .
Great Course. Steven was a great instructor, was very clear in his instruction and kind whenever he had to re-address any content. He was also good at trying to cover the topics we were wanting to focus on. -Office365 Intermediate Brisbane
Emma - Office365 Intermediate, .
This was a great opportunity to fill in so many gaps I had in my day to day use of Power BI. Very user friendly and easy to follow. -Power BI Advanced Brisbane
John - Power BI Advanced, .
Jason was great and the course was extremely informative. -Power BI Beginner Canberra
Mark - Power BI Beginner, .
Examples were useful, good spread of key functionality and handy tips -Power BI Beginner Canberra
Ben - Power BI Beginner, .
It is a great course and Jason has done it very interestingly throughout the day. Thank you. -Power BI Beginner Canberra
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