Introduction to Dynamics 365 Sales Training in Germany

  • Learn via: Classroom
  • Duration: 1 Day
  • Level: Fundamentals
  • Price: From €1,807+VAT
We can host this training at your preferred location. Contact us!

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

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

  • What is Dynamics 365
  • Main Record Types

Module 2: Navigating the Dynamics 365 Sales Hub

  • Opening the Dynamics 365 Sales Hub
  • The site map and Dynamics 365 Sales app screen
  • Using the Site Map for Navigating between Entities and Dashboards
  • Personal Options
  • Lab: Navigating the Sales Hub

Module 3: Using Views & Dashboards

  • What is a view?
  • Switching between views
  • Viewing charts & Dashboards
  • Lab: Views, Dashboards & Defaults

Module 4: Searching for Records

  • The alphabet bar, sorting & filtering
  • Quick Find
  • Advanced Find
  • Creating a personal view
  • Lab: Searching for Records and Creating a Personal View

Module 5: Working with Contacts, Accounts & Competitors

  • Working with Records
  • Create a New Record
  • Mandatory & Recommended Fields
  • Working the different Field Types
  • Working with Subgrids
  • Lab A Create a New Contact
  • Lab B Create a New Account

Module 6: Creating Activity Records

  • Working with the Timeline
  • Creating Activities
  • Lab A Creating Activity Records
  • Lab B Emailing Sales Literature to a Customer

Module 7: Working with Leads & Opportunities

  • Creating Leads
  • Lab A Create a New Lead
  • Convert Email Records to Leads
  • Working with Leads
  • Lab B Creating & Qualifying Leads
  • Working with Opportunities
  • Creating Opportunities
  • Lab C Completing an Opportunity

Module 8: Exporting to Excel

  • Types of Excel Export
  • Lab Exporting Opportunities to Excel

Module 9: Dynamics 365 App for Outlook

  • Using the App for Outlook
  • Tracking Emails
  • Lab Using the Dynamics 365 App for Outlook (Optional)

Module 10: Creating Dashboards (module for Super Users)

  • Lab Creating a Personal Dashboard


Contact us for more detail about our trainings and for all other enquiries!

Upcoming Trainings

Join our public courses in our Germany facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom
25 August 2024
Berlin, Hamburg, Münih
1 Day
Classroom / Virtual Classroom
27 August 2024
Berlin, Hamburg, Münih
1 Day
Classroom / Virtual Classroom
24 September 2024
Berlin, Hamburg, Münih
1 Day
Classroom / Virtual Classroom
26 September 2024
Berlin, Hamburg, Münih
1 Day
Classroom / Virtual Classroom
05 Oktober 2024
Berlin, Hamburg, Münih
1 Day
Classroom / Virtual Classroom
05 Oktober 2024
Berlin, Hamburg, Münih
1 Day
Classroom / Virtual Classroom
13 Oktober 2024
Berlin, Hamburg, Münih
1 Day
Classroom / Virtual Classroom
17 Oktober 2024
Berlin, Hamburg, Münih
1 Day
Introduction to Dynamics 365 Sales Training Course in Germany

The Federal Republic of Germany is the second most populous country in Europe and is located in Central Europe. The official language of the country is German. Germany is one of the richest countries in the world. The main exports of the country include motor vehicles and iron and steel products.

Here are some fun facts about Germany:
The fairy tale writer, the Brothers Grimm, came from Germany and wrote many famous stories such as Cinderella, Snow White, and Sleeping Beauty.
Germany is home to the largest theme park in Europe, the Europa-Park.
The famous composer Ludwig van Beethoven was born in Germany.
The Autobahn, the German highway system, is known for having no general speed limit.


Berlin was divided by the Berlin Wall from 1961 to 1989. Known for its street art, Berlin has many colorful murals and graffiti throughout the city. Also, Berlin is home to many famous museums, such as the Pergamon Museum and the Museum Island. Many clubs and bars stay open until the early hours of the morning in this big city.

Another popular city is Munich, which is famous for its Oktoberfest beer festival that attracts millions of visitors every year. Munich is also home to many historic buildings, including Nymphenburg Palace and the Marienplatz town square.

The country's capital and largest city is Berlin, however Frankfurt is considered to be the business and financial center of Germany. It is home to the Frankfurt Stock Exchange, the European Central Bank, and many other financial institutions. Because of its central location within Europe and its status as a major financial hub, Frankfurt is often referred to as the "Mainhattan," a play on the city's name and its association with the Manhattan financial district in New York City.

Frankfurt is also a major transportation hub, with the largest airport in Germany and one of the largest in Europe, Frankfurt Airport. Additionally, it is a popular destination for tourists, with its historic city center, beautiful parks, and vibrant cultural scene.

Some of the top German technology companies like Siemens AG, Bosch, SAP SE, Deutsche Telekom, Daimler AG and Volkswagen has business centers in Frankfurt. The country has a strong tradition of engineering and innovation, and is home to many other world-class technology companies and research institutions.

Tailored to meet the specific needs of Germany, Bilginç IT Academy combines cutting-edge training methodologies with our comprehensive range of Certification Exam preparation courses and accredited corporate training programs. Experience a transformative approach to IT training that will redefine your expectations.
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