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
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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
Dynamics 365 Sales Beginner Course Details
Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 10
333 Adelaide Street
Brisbane QLD 4000
Dynamics 365 Sales Beginner Course Details
Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 10
100 Walker Street
North Sydney NSW 2060
Dynamics 365 Sales Beginner Course Details
Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
Class Size (avg)
5
Reference Materials
Provided
Training Computer
Provided
CPD Hours
6 hours
Delivery
Instructor-led training
Address
Level 7
79 George Street
Parramatta NSW 2150
Dynamics 365 Sales Beginner Course Details
Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
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
Dynamics 365 Sales Beginner Course Details
Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
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
Dynamics 365 Sales Beginner Course Details
Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
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
Dynamics 365 Sales Beginner Course Details
Price
$385
Duration
1 day
Time
9am - 4pm ( approx )
Class Size (max)
10
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
Dynamics 365 Course Outlines
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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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