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
Important - This course has MFA Requirements. Please read this link and download the MFA app, prior to attending.
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.
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)
Join our public courses in our Canada facilities. Private class trainings will be organized at the location of your preference, according to your schedule.