Microsoft Dynamics 365 for Sales

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2 Days

12 CPD hours

This course is intended for

This course is intended for Sales Representatives (SR), Sales Managers and End-users
who have an interest in the Sales components of Dynamics 365. Students should have
an existing working knowledge of either Microsoft Dynamics 365 or Microsoft
Dynamics CRM. As a minimum, students should attend the prerequisite course
Introduction to Microsoft Dynamics 365


Understand the features and tools that exist in Microsoft Dynamics 365 for SR?s and Sales Managers.
Be familiar with the stages of the Sales Order. Process in Microsoft Dynamics 365.
Understand the fundamentals of Lead and Opportunity Management.
Be able to track, manage, qualify Leads and convert to Opportunities and related customer records in Microsoft Dynamics 365.
Know how to disqualify and cancel Leads, and convert Activity records to Leads and Opportunities.
Understand how to collaborate on Opportunities with other SR?s and close Opportunity records as Won and Lost.
Be able to track Competitors and Stakeholders.
Understand how to view Resolution Activities.
Add Products and Write-In Products to Opportunities.
Build and maintain a repository of Products, Product Bundles and Product Families in the Product Catalog.
Configure Unit Groups, Price Lists and Discount Lists.
Work with Product Properties and view a Product Hierarchy.
Create Quotes and add Products.
Work with the Sales Order Process to convert Quotes to Orders and Invoices.
Fulfill Orders and manage Invoice payments.
Explore the Sales Reports and create a custom Sales Report using the Reporting Wizard in Microsoft Dynamics 365.
Understand the significance of Sales Goal Management and Metrics in Microsoft Dynamics 365.
Explore the Sales Charts and Dashboards and create a custom Sales Dashboard in Microsoft Dynamics 365.


This course provides students with a detailed hands-on experience of the Salesfeatures and components of Microsoft Dynamics 365.

  • Sales Order Process Scenarios
  • An Introduction to Sales in Dynamics 365
  • The Dynamics 365 Platform
  • Dynamics 365 Sales Fundamentals
  • Security Considerations
  • Where to get Help
  • Further Reading and Resources
Lead Management
  • The Lead Management Process
  • Working with Lead Records
  • Working with the Lead Form
  • Lead Assignment
  • Leads and Activities
  • Qualifying a Lead
  • Disqualifying a Lead
Opportunities Management
  • Introduction to Opportunities
  • The Opportunity Views
  • The Opportunity Form
  • Opportunity Sales Process
  • Closing an Opportunity
  • Resolution Activities
  • Introduction to the Product Catalog
  • Adding Products
  • Configuring Unit Groups
  • Price Lists and Price List Items
Quotes, Orders and Invoices
  • Introduction to Order Processing
  • Adding Products to an Opportunity
  • Working with Quotes
  • Working with Orders
  • Working with Invoices
Sales Analysis
  • Introduction to Sales Analysis in Dynamics 365
  • The Sales Reports
  • The Reporting Wizard
  • Working with Sales Charts
  • Working with Sales Dashboards
  • Working with Sales Goals and Metrics
Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

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