Microsoft Dynamics 365 Sales Training

Leverage the Growing Demand for Certified Microsoft Dynamics 365 Sales Professionals
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Microsoft Dynamics 365 Sales Training

Course Features

100% Money back guarantee
Two Real-time Use cases

Real-time Use cases

24/7 Lifetime Support

24/7 Lifetime Support

Certification Assistance

Certification Based Curriculum

Flexible Schedule

Flexible Schedules

One-on-onedoubtclearing

One-on-one doubt clearing

Careerpathguidance

Career path guidance

About Microsoft Dynamics 365 Sales Course

Microsoft Dynamics 365 Sales training delivered by MindMajix helps you to automate the sales force, enhance customer experience, automate project service, and handle financials. In this Microsoft Dynamics 365 Sales course, you can become familiarised with the sales order process, lead management, product catalog, and opportunity management. As a part of this Microsoft Dynamics 365 sales online training, trainees will work on real-time projects and industry scenarios to implement the skills learned in this course and clear the certification. Join our Microsoft Dynamics 365 Sales online training to transform your businesses.

Microsoft Dynamics 365 Sales Training
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Course Coverage

Microsoft Dynamics 365 Sales Course Content

This Microsoft Dynamics 365 sales online training is curated by experts who are well-versed in handling sales processes and financials. This Microsoft Dynamics 365 sales training makes you an expert in automating the sales process to drive growth and deliver the absolute perspectives of the customers. Explore the following Microsoft Dynamics 365 sales course modules:

Topic-wise Content Distribution

Module1: Creating the Organizational Customer Structure

  • Understanding the essential terms for Dynamics 365 Sales
  • Managing the Customer Records 
  • Managing the Sales Process
  • Creating and Qualifying the Lead
  • Managing the opportunity and creating the quote
  • Creating Invoice and Sales Order
  • Managing the Customer Notification
  • Creating the Sales Literature Repository
  • Identifying and Managing the Competitors

Module2: Managing Leads and Opportunities using Dynamics 365 Sales

  • Lead Qualification Process Flow
  • Creating and Qualifying the Lead
  • Disqualifying and Reactivating the Lead
  • Opportunities Inside Sales Process Flow
  • Creating and Managing the Opportunities
  • Creating Records within the opportunity
  • Closing and Reopening the opportunity
  • Closing the opportunity as Lost
  • Reopening the closed opportunity
  • Closing the Opportunity As Won
  • Connect the Opportunities with the other records
  • Multiple Opportunity Views

Module3: Managing the Relationships and Sales Analysis

  • Introduction to Relationship Insights
  • Configuring the Relationship Insights
  • Relationship Assistants
  • Track Interactions with a Particular Email
  • Statistical Analysis of the Email Activity
  • Email Engagement Auto-Capture
  • Editable Grids
  •  Analysis through Built-In Reports
  • Export to Excel and Excel Templates

Module4: Managing the Sale Process

  • Sales Business Process Flow
  • Configuring Currency and Exchange Rates
  • Sales Territories
  • Introduction to Product Catalog
  • Product Catalog - Unit Groups
  • Product Catalog - Clone Products
  • Product Catalog - Products
  • Product Catalog - Price Lists
  • Product Catalog - Discount Lists
  • Product Catalog - Price Methods
  • Product Catalog - Managing Multi Currencies
  • Product Catalog - Product Bundles
  • Product Catalog - Product Families
  • Opportunity - Line Items
  • Quote Management and Life cycle
  • Working with Invoices and Orders

Module5: Enhance Sales Performance

  • Goals Inside Dynamics 365
  • Working with the Goals
  • Goal Metrics
  • Rollup Queries
  • Goals Hierarchy
  • Rollup Queries
  • Export to the Word Templates
  • Integrating Charts and Dashboards

Module6: Managing Customer Information

  • Sales Functional Areas
  • Model Records and Relationships
  • Utilizing the Help Center
  • Client Access Methods
  • Perform Lifecycle Management
  • Perform Data Management

 

free

Add-ons

Most of the Microsoft Dynamics 365 Sales Jobs in the industry expect the following add-on skills. Hence, we offer these skills-set as FREE Courses (Basics) to ease your learning process and help you stay ahead of the competition.

Agile & Scrum

Hands-on Microsoft Dynamics 365 Sales Projects & Assignments

Our Microsoft Dynamics 365 Sales Training course aims to deliver quality training that covers solid fundamental knowledge on core concepts with a practical approach. Such exposure to the current industry use-cases and scenarios will help learners scale up their skills and perform real-time projects with the best practices.

    logoTraining Options

    Choose your own comfortable learning experience.

    Best Value

    On-Demand Training

    30 hrs of Self-Paced Videos

    • 30 hours of Microsoft Dynamics 365 Sales Training videos
    • Curated and delivered by industry experts
    • 100% practical-oriented classes
    • Includes resources/materials
    • Latest version curriculum with covered
    • Get one year access to the LMS
    • Learn technology at your own pace
    • 24x7 learner assistance
    • Certification guidance provided
    • Post sales support by our community
    self-paced

    Get Pricing

    Preferred

    Live Online (Instructor-Led)

    30 hrs of Remote Classes in Zoom/Google meet

    2025 Batches

    Start - End

    Local Time

    Weekend

    Dec 06 - Dec 21

    07:00 PM

    Weekdays

    Dec 09 - Dec 24

    07:00 PM

    Weekend

    Dec 13 - Dec 28

    09:00 AM

    Weekdays

    Dec 16 - Dec 31

    09:00 AM

    Customize your schedule here

    + Includes Self-Paced
    • Live demonstration of the industry-ready skills.
    • Virtual instructor-led training (VILT) classes.
    • Real-time projects and certification guidance.
    online

    For Corporates

    Empower your team with new skills to Enhance their performance and productivity.

    Corporate Training

    • Customized course curriculum as per your team's specific needs
    • Training delivery through self-Paced videos, live Instructor-led training through online, on-premise at Mindmajix or your office facility
    • Resources such as slides, demos, exercises, and answer keys included
    • Complete guidance on obtaining certification
    • Complete practical demonstration and discussions on industry use cases
    Learn MoreContact us

    Served 130+ Corporates

    Corporate Clients

    Microsoft Dynamics 365 Sales Certification

    Passing Microsoft Dynamics 365 Sales Quizzes & Assessment exams is mandatory to attain the Microsoft Dynamics 365 Sales Course Completion certificate

    • An Industry-recognized certificate by Mindmajix.
    • Shareable certificate - add to your LinkedIn profile

    Shall I appear for Microsoft Dynamics 365 Sales certification exam after completion of Microsoft Dynamics 365 Sales course?

    Our Microsoft Dynamics 365 Sales course covers all the topics that are required to clear Microsoft Dynamics 365 Sales certification. Trainer will share Microsoft Dynamics 365 Sales certification guide, Microsoft Dynamics 365 Sales certification sample questions, Microsoft Dynamics 365 Sales certification practice questions.
    MindMajix certificate
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    Microsoft Dynamics 365 Sales Training FAQs

    What are the Main Objectives of this Microsoft Dynamics 365 Sales training?

    The main objective of this Microsoft Dynamics 365 Sales training is to allow you to create opportunities, generate leads, and use embedded intelligence. This Microsoft Dynamics 365 course includes core product tools and capabilities that you can utilize to handle the sales process efficiently. With our industry experts, comprehensive course curriculum, interactive training sessions, and Simulation Learning, you can build relationships at scale and make insight-driven decisions. 

    What are the prerequisites to take this Microsoft Dynamics 365 Sales course?

    To take this Microsoft Dynamics 365 Sales course, you must have a basic knowledge of Microsoft Outlook and Microsoft Excel.

    Who Should take this Microsoft Dynamics 365 Sales online training?

    This Microsoft Dynamics 365 Sales online training is ideal for IT Professionals, Sales Executives, Sales Consultants, and Sales Managers.

    Why Should You Learn Microsoft Dynamics 365 Sales?

    Microsoft Dynamics 365 sales is the sales management software developed to allow your enterprise a 360-degree perspective of the essential business development process, optimize revenue opportunities, and more efficiently collaborate throughout pursuit teams. It also enables you to build exceptional experiences, drive more qualified leads, and increase revenue. It delivers best-in-class sales automation capable of handling your complete business development process. Companies from various industries use Dynamics 365 sales to combine marketing and sales to connect customer experience. As per Indeed.com, the average salary of a Microsoft Dynamics 365 Sales Functional Consultant in the US is around $130K per annum. 

    What skills will you learn with this Microsoft Dynamics 365 Sales training?

    In this Microsoft Dynamics 365 Sales training, you can master the following skills:

    1. Handling Leads and Opportunities using Dynamics 365 Sales
    2. Managing the Customer Records
    3. Completing the Sales Cycle
    4. Handling the Customer Records
    5. Analyzing Dynamics 365 sales data and sales insights
    6. Identifying the Common Sales Scenarios
    7. Utilizing the analytics tools with the customer data

    Which Jobs will you get with this Microsoft Dynamics 365 Sales online training?

    This Microsoft Dynamics 365 Sales online training will help you achieve the job roles like Microsoft Dynamics 365 CE and Sales Developer and Microsoft Dynamics 365 CRM Technical Application Developer.

    More general questions? See our FAQ ↗
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    How to prepare for a career in Microsoft Dynamics 365 Sales

    Learn, practice & Master Microsoft Dynamics 365 Sales Concepts
    ✓Attend classes & Demonstrate your proficiency in use cases & Lab Assignments
    Enhance Your Professional Profile
    ✓Craft an attractive resume and LinkedIn profile with personalized advice.
    Access Career support
    ✓Leverage dedicated guidance to successfully navigate the Microsoft Dynamics 365 Sales job market
    Path
    Earn a Valued Certificate
    ✓Elevate your resume with a Course Completion Certificate from Mindmajix that stands out!
    Mock Interview
    ✓Experience real-time interview simulations with Mindmajix SMEs
    Qualify for in-demand job titles
    ✓$117,436+ median U.S. salary for Microsoft Dynamics 365 Sales Professionals. Apply for : positions -

    Hear From Our Learners

    Microsoft Dynamics 365 Sales Training Resources

    Microsoft Dynamics 365 Sales Interview Questions

    Microsoft Dynamics 365 Sales Interview Questions

    Access comprehensive Microsoft Dynamics 365 Sales interview questions and answers to prepare for your next job opportunity. Practice with real-world scenarios and expert tips.

    Try it out
    Microsoft Dynamics 365 Sales Resume Templates

    Microsoft Dynamics 365 Sales Resume Templates

    Download professional Microsoft Dynamics 365 Sales resume templates tailored for industry roles. Includes sample resumes, formatting guidelines, and best practices.

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    Microsoft Dynamics 365 Sales Practice Quiz

    Microsoft Dynamics 365 Sales Practice Quiz

    Test your Microsoft Dynamics 365 Sales knowledge with our interactive quizzes. Features multiple-choice questions, instant feedback, and detailed explanations.

    Try it out

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