Dynamics 365 for customer engagement for sales Course Overview

Dynamics 365 for customer engagement for sales Course Overview

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Discover the Dynamics 365 for Customer Engagement for Sales course, designed to empower you with the skills needed to enhance your sales performance. In this course, you will learn to navigate and utilize Dynamics 365 effectively, focusing on key features such as lead management, opportunity tracking, and sales analytics.

Learning objectives include developing a comprehensive understanding of the sales lifecycle, mastering the tools for customer engagement, and applying best practices to boost your sales strategy. With practical applications of each concept, you'll be equipped to implement solutions that drive customer satisfaction and sales growth in real-world scenarios. Enroll today to transform your sales approach with Dynamics 365!

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  • Live Training (Duration : 8 Hours)
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  • Classroom Training fee on request

♱ Excluding VAT/GST

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

Prerequisites for Dynamics 365 for Customer Engagement for Sales Course

To ensure a successful learning experience in the Dynamics 365 for Customer Engagement for Sales course, we recommend having the following minimum knowledge and skills:


  • Basic understanding of customer relationship management (CRM) concepts and sales processes.
  • Familiarity with Microsoft Dynamics 365 and its core components (a general understanding is sufficient).
  • Basic proficiency in using Microsoft Office applications, particularly Excel and Outlook.
  • A general understanding of cloud computing and how software as a service (SaaS) operates.

While these prerequisites are suggested, they are not mandatory. If you are eager to learn and possess a willingness to dive into new concepts, you can successfully complete this course regardless of your background!


Target Audience for Dynamics 365 for customer engagement for sales

Dynamics 365 for Customer Engagement for Sales equips professionals with essential skills to leverage the platform for optimizing sales processes and enhancing customer relationships.


  • Sales Executives
  • Account Managers
  • Sales Managers
  • Business Development Representatives
  • Marketing Specialists
  • Customer Success Managers
  • CRM Administrators
  • IT Professionals involved in Sales Systems
  • Data Analysts focusing on Sales Metrics
  • Small Business Owners
  • Sales Coaches and Trainers
  • Digital Transformation Consultants
  • Help Desk and Support Staff for CRM Systems
  • Industry-Specific Sales Representatives (e.g., healthcare, finance)


Learning Objectives - What you will Learn in this Dynamics 365 for customer engagement for sales?

Introduction:
The Dynamics 365 for Customer Engagement for Sales course equips students with essential skills to leverage Dynamics 365 for optimizing sales processes, enhancing customer relationships, and driving revenue growth.

Learning Objectives and Outcomes:

  • Understand the core functionalities and features of Dynamics 365 for Sales.
  • Navigate the Dynamics 365 user interface effectively.
  • Manage leads and opportunities to drive sales success.
  • Implement solutions for sales forecasting and pipeline management.
  • Utilize dashboards and reports for data-driven decision making.
  • Configure and customize Dynamics 365 to align with business needs.
  • Integrate Dynamics 365 with other Microsoft applications for enhanced productivity.
  • Develop skills to track customer interactions and engagement.
  • Leverage AI capabilities within Dynamics 365 to improve sales strategies.
  • Understand best practices for sales process automation and optimization.

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