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Introduction to sales in Dynamics 365 (AB-6003)

SS Course: GK834140

Course Overview

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This course introduces learners to modern Microsoft Business Applications capabilities, focusing on how to design, configure, and optimize solutions that integrate Dynamics 365, Power Platform, and AI-driven services. The course emphasizes real-world scenarios, enabling participants to translate business requirements into scalable, secure, and efficient application solutions while leveraging automation, data insights, and low-code tools to drive digital transformation.

                                                                  

Scheduled Classes

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10/29/26 - GVT - Virtual Classroom - Virtual Instructor-Led
02/16/27 - GVT - Virtual Classroom - Virtual Instructor-Led
04/27/27 - GVT - Virtual Classroom - Virtual Instructor-Led

Outline

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Module 1: Introduction to sales in Dynamics 365

  • Describe the foundations of Dynamics 365 customer engagement apps
  • Explore lead generation in Dynamics 365
  • Explore lead qualification in Dynamics 365
  • Identify customer needs and explore relationships in Dynamics 365
  • Explore how to negotiate deal terms and address objections in Dynamics 365 Sales
  • Describe how to close customer deals in Dynamics 365
  • Describe sales account management in Dynamics 365
  • Explore forecasting, pipeline management, and analytics in Dynamics 365 Sales
  • Describe shared capabilities in Dynamics 365 customer engagement apps

    Prerequisites

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    This introductory course is suitable for professionals interested in Dynamics 365 Sales, customer engagement applications, and Microsoft Business Applications solutions.

      Who Should Attend

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      This course is designed for professionals who aim to enhance and automate business processes using Dynamics 365 customer engagement apps, while leveraging native interconnectivity with Microsoft 365. It is ideal for those looking to unify profiles, create personalized customer journeys with AI-assisted Dynamics 365 Customer Insights, and improve selling efficiency through AI-driven Sales features.