
Corporate Microsoft Dynamics 365 Sales Training Course
Edstellar's instructor-led Microsoft Dynamics 365 Sales training course empowers teams with the skills to achieve streamlined sales processes and enhanced customer relationships for the organization. The course equips employees to manage leads and opportunities, automate sales tasks, analyze sales data, and optimize customer interactions.
(Virtual / On-site / Off-site)
Available Languages
English, Español, 普通话, Deutsch, العربية, Português, हिंदी, Français, 日本語 and Italiano
Drive Team Excellence with Microsoft Dynamics 365 Sales Corporate Training
Empower your teams with expert-led on-site/in-house or virtual/online Microsoft Dynamics 365 Sales Training through Edstellar, a premier Microsoft Dynamics 365 Sales training company for organizations globally. Our customized training program equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific training needs, this Microsoft Dynamics 365 Sales group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.
Microsoft Dynamics 365 Sales is a powerful CRM tool designed to streamline sales processes, enhance customer relationships, and drive revenue growth through its advanced features and AI-driven insights. Organizations require this tool to efficiently manage leads and opportunities, automate sales tasks, and gain valuable analytics for informed decision-making, ultimately improving sales performance and customer satisfaction. Microsoft Dynamics 365 Sales training course ensures employees can fully leverage its capabilities to optimize sales operations and achieve business objectives.
Edstellar's instructor-led Microsoft Dynamics 365 Sales training course offers in-depth, hands-on training delivered by industry experts. The course is provided in virtual/onsite sessions tailored to meet your organization's unique needs. The course includes practical exercises, a customizable curriculum, and instruction from seasoned experts with years of experience in the domain.
Key Skills Employees Gain from Microsoft Dynamics 365 Sales Training
Microsoft Dynamics 365 Sales skills corporate training will enable teams to effectively apply their learnings at work.
- Customer Relationship ManagementCustomer Relationship Management is the strategy of managing a company's interactions with current and potential customers. This skill is important for sales and marketing roles as it enhances customer satisfaction, drives sales growth, and fosters long-term loyalty.
- Sales Pipeline ManagementSales Pipeline Management is the process of tracking and optimizing potential sales opportunities. this skill is important for sales roles as it enhances forecasting accuracy, improves conversion rates, and drives revenue growth.
- Opportunity ManagementOpportunity Management is the ability to identify, evaluate, and prioritize potential business opportunities. This skill is important for sales and marketing roles, as it drives revenue growth and strategic decision-making.
- Account ManagementAccount Management is the process of maintaining and nurturing client relationships to ensure satisfaction and retention. this skill is important for sales and customer service roles, as it drives revenue growth and fosters long-term partnerships.
- Sales AutomationSales Automation involves using software tools to streamline sales processes, manage leads, and enhance productivity. This skill is important for sales roles as it boosts efficiency, improves customer engagement, and drives revenue growth.
- Product Catalog ManagementProduct Catalog Management involves organizing and maintaining product information to ensure accuracy and accessibility. This skill is important for roles in e-commerce and retail, as it enhances customer experience and drives sales.
Key Learning Outcomes of Microsoft Dynamics 365 Sales Training Workshop for Employees
Edstellar’s Microsoft Dynamics 365 Sales training for employees will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our Microsoft Dynamics 365 Sales workshop, teams will to master essential Microsoft Dynamics 365 Sales and also focus on introducing key concepts and principles related to Microsoft Dynamics 365 Sales at work.
Employees who complete Microsoft Dynamics 365 Sales training will be able to:
- Implement automation for repetitive sales tasks to increase productivity and reduce manual effort
- Analyze sales data to identify trends, forecast sales, and make informed decisions to drive revenue growth
- Apply sales strategies using Dynamics 365 features to optimize sales processes and close deals effectively
- Optimize customer interactions by leveraging Dynamics 365 capabilities to deliver personalized experiences
- Develop customized sales workflows that align with specific business needs and improve operational efficiency
Key Benefits of the Microsoft Dynamics 365 Sales Group Training
Attending our Microsoft Dynamics 365 Sales classes tailored for corporations offers numerous advantages. Through our Microsoft Dynamics 365 Sales group training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of Microsoft Dynamics 365 Sales .
- Explore the full range of Dynamics 365 Sales insights and analytics to make data-driven decisions
- Equip your team with the skills to customize Dynamics 365 to fit your organization's sales processes
- Learn advanced sales strategies and techniques for Dynamics 365 Sales to manage and close deals effectively
- Learn to automate repetitive sales tasks within Dynamics 365 to enhance productivity and focus on high-value activities
- Develop proficiency in using Dynamics 365 Sales tools for lead and opportunity management, ensuring efficient sales workflows
Topics and Outline of Microsoft Dynamics 365 Sales Training
Our virtual and on-premise Microsoft Dynamics 365 Sales training curriculum is divided into multiple modules designed by industry experts. This Microsoft Dynamics 365 Sales training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it relevant and practical.
- Introduction
- Overview of Dynamics 365 Sales
- Importance of configuration
- Key features and benefits
- Set up and configure the application
- Installation and setup process
- Initial configuration steps
- Setting up user accounts and preferences
- Use customization options
- Customizing forms and fields
- Creating custom entities
- Customizing views and dashboards
- Set up security roles
- Defining security roles and permissions
- Assigning security roles to users
- Managing user access and data security
- Dynamics 365 leads overview
- Introduction to lead management
- Benefits of using Dynamics 365 for leads
- Lead management lifecycle
- Create Dynamics 365 leads
- Manual lead creation
- Importing leads from external sources
- Lead qualification criteria
- Lead management lifecycle
- Tracking lead status and progress
- Nurturing leads through the sales process
- Converting leads to opportunities
- Lead qualification
- Lead scoring and prioritization
- Automating lead qualification
- Dynamics 365 opportunity overview
- Introduction to opportunity management
- Benefits of managing opportunities in Dynamics 365
- Opportunity lifecycle
- Create Dynamics 365 opportunities
- Manual opportunity creation
- Converting leads to opportunities
- Opportunity management best practices
- Account and team selling
- Collaborative selling techniques
- Managing accounts and contacts
- Assigning opportunities to team members
- Opportunity management lifecycle
- Tracking opportunity stages
- Updating opportunity records
- Closing opportunities successfully
- Sales insights configuration overview
- Introduction to sales insights
- Configuring sales insights features
- Benefits of using sales insights
- Create insight cards with assistant studio
- Overview of assistant studio
- Creating and customizing insight cards
- Using insight cards to improve sales performance
- Work with assistant studio
- Navigating the assistant studio interface
- Configuring productivity intelligence
- Creating and managing workflows
- Configure productivity intelligence
- Setting up productivity metrics
- Analyzing sales performance data
- Optimizing sales processes
- Configure relationship insights
- Introduction to relationship insights
- Setting up relationship analytics
- Using insights to enhance customer relationships
- Configure predictive models
- Overview of predictive modeling
- Creating and deploying predictive models
- Using predictive models to forecast sales
- Dynamics 365 product catalog overview
- Introduction to product catalog management
- Benefits of a well-organized product catalog
- Product catalog features in Dynamics 365
- Currencies and currency management
- Setting up currencies
- Managing currency conversions
- Using multiple currencies in sales transactions
- Define products
- Creating product records
- Organizing products into categories
- Managing product details and descriptions
- Product families
- Introduction to product families
- Creating and managing product families
- Using product families to streamline sales
- Price lists
- Creating and managing price-lists
- Assigning price lists to products
- Using price lists in sales transactions
- Product catalog settings
- Configuring product catalog settings
- Customizing product attributes
- Managing product lifecycle stages
- Sales order processing overview
- Introduction to sales order processing
- Benefits of using Dynamics 365 for order processing
- Sales order lifecycle
- Quotes and quote management
- Creating and managing quotes
- Converting quotes to orders
- Orders and invoices
- Creating and processing sales orders
- Generating invoices from orders
- Managing order fulfillment and billing
- Overview
- Introduction to relationship selling
- Benefits of relationship selling
- Key features of Dynamics 365 relationship selling
- Sales accelerator
- Overview of the sales accelerator
- Using the sales accelerator to manage sales activities
- Configuring sales accelerator settings
- Manage relationship health with sales insights
- Tracking relationship health metrics
- Using sales insights to improve relationships
- Sales navigator
- Introduction to sales navigator
- Integrating sales navigator with Dynamics 365
- Using a sales navigator to enhance sales efforts
- Analytical options overview
- Introduction to sales data analysis
- Benefits of analyzing sales data
- Analytical tools in Dynamics 365
- Search tools
- Using search tools to find sales data
- Advanced search techniques
- Saving and managing search queries
- Out-of-box tools
- Overview of out-of-box analytical tools
- Using built-in reports and dashboards
- Customizing out-of-box tools for specific needs
- Power BI
- Introduction to Power BI
- Integrating Power BI with Dynamics 365
- Creating and sharing Power BI reports
- Use Power BI templates
- Overview of Power BI templates
- Customizing and deploying templates
- Overview of goals
- Introduction to goal management
- Benefits of setting individual goals
- Goal tracking features in Dynamics 365
- Defining individual goals
- Creating and setting up individual goals
- Assigning goals to team members
- Tracking progress towards goals
- Parent and child goals
- Introduction to parent and child goals
- Creating and managing goal hierarchies
- Tracking performance against parent and child goals
- Overview
- Introduction to goal metrics
- Benefits of using goal metrics
- Key goal metrics features in Dynamics 365
- Fiscal year settings
- Configuring fiscal year settings
- Managing fiscal periods and settings
- Aligning goals with fiscal years
- Goal metrics
- Creating and managing goal metrics
- Using goal metrics to measure performance
Who Can Take the Microsoft Dynamics 365 Sales Training Course
The Microsoft Dynamics 365 Sales training program can also be taken by professionals at various levels in the organization.
- Sales Representatives
- Account Executives
- Sales Operations Specialists
- Sales Analysts
- CRM Specialists
- Business Development Representatives
- Customer Success Managers
- Territory Managers
- Sales Managers
- Sales Coordinators
- Revenue Operations Analysts
- Salesforce Administrators
Prerequisites for Microsoft Dynamics 365 Sales Training
Employees with a basic understanding of Microsoft Dynamics CRM can take the Microsoft Dynamics 365 Sales training course.
Corporate Group Training Delivery Modes
for Microsoft Dynamics 365 Sales Training
At Edstellar, we understand the importance of impactful and engaging training for employees. As a leading Microsoft Dynamics 365 Sales training provider, we ensure the training is more interactive by offering Face-to-Face onsite/in-house or virtual/online sessions for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.
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Edstellar's Microsoft Dynamics 365 Sales virtual/online training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.
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Edstellar's Microsoft Dynamics 365 Sales inhouse training delivers immersive and insightful learning experiences right in the comfort of your office.
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Edstellar's Microsoft Dynamics 365 Sales offsite group training offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.
Explore Our Customized Pricing Package
for
Microsoft Dynamics 365 Sales Corporate Training
Need the cost or quote for onsite, in-house, or virtual instructor-led corporate Microsoft Dynamics 365 Sales training? Get a customized proposal that fits your team's specific needs.
64 hours of training (includes VILT/In-person On-site)
Tailored for SMBs
Tailor-Made Licenses with Our Exclusive Training Packages!
160 hours of training (includes VILT/In-person On-site)
Ideal for growing SMBs
400 hours of training (includes VILT/In-person On-site)
Designed for large corporations
Unlimited duration
Designed for large corporations
Edstellar: Your Go-to Microsoft Dynamics 365 Sales Training Company
Experienced Trainers
Our trainers bring years of industry expertise to ensure the training is practical and impactful.
Quality Training
With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.
Industry-Relevant Curriculum
Our course is designed by experts and is tailored to meet the demands of the current industry.
Customizable Training
Our course can be customized to meet the unique needs and goals of your organization.
Comprehensive Support
We provide pre and post training support to your organization to ensure a complete learning experience.
Multilingual Training Capabilities
We offer training in multiple languages to cater to diverse and global teams.
What Our Clients Say
We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.
"Edstellar's IT Service Management training has been transformative. Our IT teams have seen significant improvements through multiple courses delivered at our office by expert trainers. Excellent feedback has prompted us to extend the training to other teams."
"Edstellar's quality and process improvement training courses have been fantastic for our team of quality engineers, process engineers and production managers. It’s helped us improve quality and streamline manufacturing processes. Looking ahead, we’re excited about taking advanced courses in quality management, and project management, to keep improving in the upcoming months."
"Partnering with Edstellar for web development training was crucial for our project requirements. The training has equipped our developers with the necessary skills to excel in these technologies. We're excited about the improved productivity and quality in our projects and plan to continue with advanced courses."
"Partnering with Edstellar for onsite ITSM training courses was transformative. The training was taken by around 80 IT service managers, project managers, and operations managers, over 6 months. This has significantly improved our service delivery and standardized our processes. We’ve planned the future training sessions with the company."
"Partnering with Edstellar for onsite training has made a major impact on our team. Our team, including quality assurance, customer support, and finance professionals have greatly benefited. We've completed three training sessions, and Edstellar has proven to be a reliable training partner. We're excited for future sessions."
"Edstellar's online training on quality management was excellent for our quality engineers and plant managers. The scheduling and coordination of training sessions was smooth. The skills gained have been successfully implemented at our plant, enhancing our operations. We're looking forward to future training sessions."
"Edstellar's online AI and Robotics training was fantastic for our 15 engineers and technical specialists. The expert trainers and flexible scheduling across different time zones were perfect for our global team. We're thrilled with the results and look forward to future sessions."
"Edstellar's onsite process improvement training was fantastic for our team of 20 members, including managers from manufacturing, and supply chain management. The innovative approach, and comprehensive case studies with real-life examples were highly appreciated. We're excited about the skills gained and look forward to future training."
"Edstellar's professional development training courses were fantastic for our 50+ team members, including developers, project managers, and consultants. The multiple online sessions delivered over several months were well-coordinated, and the trainer's methodologies were highly effective. We're excited to continue our annual training with Edstellar."
"Edstellar's IT service management training for our 30 team members, including IT managers, support staff, and network engineers, was outstanding. The onsite sessions conducted over three months were well-organized, and it helped our team take the exams. We are happy about the training and look forward to future collaborations."
"Edstellar's office productivity training for our 40+ executives, including project managers and business analysts, was exceptional. The onsite sessions were well-organized, teaching effective tool use with practical approaches and relevant case studies. Everyone was delighted with the training, and we're eager for more future sessions."
"Edstellar's quality management training over 8 months for our 15+ engineers and quality control specialists was outstanding. The courses addressed our need for improved diagnostic solutions, and the online sessions were well-organized and effectively managed. We're thrilled with the results and look forward to more."
"Edstellar's digital marketing training for our small team of 10, including content writers, SEO analysts, and digital marketers, was exactly what we needed. The courses delivered over a few months addressed our SEO needs, and the online sessions were well-managed. We're very happy with the results and look forward to more."
"Edstellar's telecommunications training was perfect for our small team of 12 network engineers and system architects. The multiple online courses delivered over a few months addressed our needs for network optimization and cloud deployment. The training was well-managed, and the case studies were very insightful. We're thrilled with the outcome."
"Edstellar's professional development training was fantastic for our 50+ participants, including team leaders, analysts, and support staff. Over several months, multiple courses were well-managed and delivered as per the plan. The trainers effectively explained topics with insightful case studies and exercises. We're happy with the training and look forward to more."
Get Your Team Members Recognized with Edstellar’s Course Certificate
Upon successful completion of the Microsoft Dynamics 365 Sales training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.
This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.


We have Expert Trainers to Meet Your Microsoft Dynamics 365 Sales Training Needs
The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.