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Introduction to Microsoft Dynamics 365 Sales

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Introduction to Microsoft Dynamics 365 Sales Course

Aimed at introducing users with little, or no, experience of Microsoft Dynamics 365 Sales to this powerful piece of software, one of the most exciting and widely used tools on the market. You will learn how to navigate through the different areas of Microsoft Dynamics 365 Sales, exploring each element in full. Through tasks, assignments and quizzes, you will be able to gain hands-on knowledge and put what you have learnt into practice.

Course Overview 

This course focuses on introducing users to the basic concepts behind the sales process and the use of Microsoft Dynamics 365 Sales to maximise customer engagement for an organisation. Users will be taken on a tour of different aspects of the system, through the process of creating different records, editing those records and following through the business process from lead to opportunity and from opportunity to order. Information describing the creation of quotes, sales orders and invoices is included, as well as the basic use of system dashboards and the creation of personal dashboards. Each unit comes with a set of tasks that can be used to gain experience creating information within the system as well as quizzes to test basic learner progress.

Duration: 4 hours

The topics this course covers are:

  • The main concepts behind the use of Dynamics 365 Sales
  • Basic layout and organisation of Dynamics 365 Sales
  • The creation and management of Accounts
  • The creation and management of Contacts
  • Setting up and qualifying Business Leads
  • The Business Process from Opportunity to Order
  • The creation and use of Activities to track progress
  • Competitor management
  • Sales Order’s and Invoices
  • The use of Dashboards to monitor progress

Delivery options:

  • On site
  • Via Remote sessions
  • As LMS compliant SCORM files
  • ClickLearn source files
  • As a ClickLearn Portal

Languages: This course can be made available in alternative languages upon request.

Customisable: This course can be customised through the authoring service.

Assessment Methods:

  • Tasks and exercises
  • Quiz questions


  • SCORM Package and related media files for Learning Management System (LMS): £995.00
  • ClickLearn Learning Portal: £995.00
  • Instructor Led Training with supporting documentation: £995.00
  • ClickLearn Source Files: £1995.00

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