course overview
download outline
Overview
This one-day introduction to Dynamics Sales course is aimed at delegates who are completely new to the Dynamics system. The course covers logging into a Dynamics online platform, navigating the screens, searching, finding and creating records, as well as exporting to Excel and using the Dynamics 365 App for Outlook.
Following this course delegates may look to expand their Dynamics 365 Sales knowledge and take course MB210 Dynamics 365 Customer Engagement for Sales
Prerequisites
Instructors will demonstrate features throughout the event. Optional Lab exercises are available for learners to complete within a learner-created free trial tenancy. Microsoft may require a valid credit card to create 30 day free tenancies which must be cancelled within 30 days to avoid incurring charges. QA have no control over the Microsoft 365 trial tenancy signup or billing process.
Outline
Module 1: Introduction to Microsoft Dynamics 365 Sales Management
Module 2: Navigating the Dynamics 365 Sales Hub
Module 3: Using Views & Dashboards
Module 4: Searching for Records
Module 5: Working with Contacts, Accounts & Competitors
Module 6: Creating Activity Records
Module 7: Working with Leads & Opportunities
Module 8: Exporting to Excel
Module 9: Dynamics 365 App for Outlook
Module 10: Creating Dashboards (module for Super Users)
Certification
Instructors will demonstrate features throughout the event. Optional Lab exercises are available for learners to complete within a learner-created free trial tenancy. Microsoft may require a valid credit card to create 30 day free tenancies which must be cancelled within 30 days to avoid incurring charges. QA have no control over the Microsoft 365 trial tenancy signup or billing process.
If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. Its a cost effective option. One on one training can be delivered too, at reasonable rates.
Submit an enquiry from any page on this site and let us know you are interested in the requirements box, or simply mention it when we contact you.
All $ prices are in USD unless it’s a NZ or AU date
SPVC = Self Paced Virtual Class
LVC = Live Virtual Class
Our clients have included prestigious national organisations such as Oxford University Press, multi-national private corporations such as JP Morgan and HSBC, as well as public sector institutions such as the Department of Defence and the Department of Health.