Introduction to Dynamics 365 Sales Training in United States of America

  • Delivery Method: Online Instructor-Led / Classroom Based / Onsite
  • Participation Model: Public Training / Private / In-House Training
  • Duration: 1 Day
  • Level: Fundamentals
  • Price: From USD 2,150 +TAX
  • Upcoming Date:
  • UK Based Global Training Provider

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



Prerequisites

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.


We can organize this training at your preferred date and location.
HAVELSAN
ASELSAN
PepsiCo Türkiye
JTI TÜTÜN ÜRÜNLERİ SANAYİ A.Ş.
ING Bank
DHL
MASTERCARD
Huawei
TotalEnergies
Mercedes-Benz Türk A.Ş.
Goodyear
FORD OTOMOTIV SANAYI A.S.
3M COMPANY
Schneider Electric
Central Bank of Azerbaijan
BP Petrolleri
Procter & Gamble (P&G)
Qatar Foundation
Bank Of China
GlaxoSmithKline (GSK)
MORGAN STANLEY & CO Inc
Novo Nordisk
DEUTSCHE BANK
Azerbaycan Cumhuriyeti Emek ve Ahalinin Sosyal Güvenliği Bakanlığı
ACCENTURE

Training Outline

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

Why Choose Us

Experience Introduction to Dynamics 365 Sales in United States of America through Bilginç IT Academy's live and interactive virtual classroom environment. Join a Public course as an individual delegate or arrange a dedicated Private / In-house online training program exclusively for your organization.

  • Delivery Method: Online Instructor-Led
  • Participation Model: Public / Private (In-house)
  • Live and Interactive Training: Connect with your instructor in real time and actively participate through discussions, Q&A sessions, practical exercises, and group activities.
  • Flexible Participation: Join the training from your home, office, or any location with a suitable internet connection.
  • Expert Trainer Network: Learn from experienced trainers with strong industry backgrounds and practical field expertise.
  • Over 30 Years of Training Expertise: Benefit from Bilginç IT Academy's professional training experience since 1995.
  • Worldwide Access: Join our live virtual classrooms from United States of America or anywhere else in the world, or arrange a dedicated online training program for your organization.

Experience Introduction to Dynamics 365 Sales through face-to-face Classroom Based training in United States of America. Training can be delivered as a Public course open to individual delegates or as a dedicated Private / In-house class for your organization.

  • Delivery Method: Classroom Based
  • Participation Model: Public / Private (In-house)
  • Face-to-Face Learning: Interact directly with your instructor and fellow delegates in an engaging classroom environment.
  • Experienced Trainers: Learn from specialists with extensive industry experience and practical real-world knowledge.
  • Professional Training Environment: Attend training in comfortable, well-equipped classrooms designed to support effective learning.
  • Practical Learning: Depending on the course, reinforce your knowledge through hands-on exercises, scenarios, case studies, and instructor-led activities.

Arrange Introduction to Dynamics 365 Sales in United States of America as a dedicated Onsite training program for your organization. Bilginç IT Academy trainers can deliver the training at your office or another location of your choice, with the program planned around your team's requirements and business objectives.

  • Delivery Method: Onsite
  • Participation Model: Private (In-house)
  • Training at Your Preferred Location: Organize the training at your company's office or another location selected by your organization.
  • Tailored Course Content: Adapt the training program to your projects, team structure, existing skill levels, and specific business requirements.
  • Team-Focused Learning: Develop your team around a shared knowledge base while strengthening internal collaboration and knowledge transfer.
  • Flexible Scheduling: Plan the training dates, location, and program according to your organization's operational requirements.
  • Worldwide Onsite Delivery: Arrange the training in United States of America or at another preferred location worldwide. Bilginç IT Academy trainers can travel to your selected location to deliver the dedicated training program.
Contact us for more detail about our trainings and for all other enquiries!

Introduction to Dynamics 365 Sales Training Course in United States of America Schedule

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

We can organize this training at your preferred date and location.
04 October 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
31 October 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
03 November 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
04 November 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
05 November 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
13 November 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
19 November 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX
26 November 2026 (1 Day)
New York, San Francisco, Austin, Seattle, Chicago
USD 2,150 +TAX

The United States continues to define the global frontier of technology and innovation, serving as the home to the world's most influential tech titans. From the legendary Silicon Valley and San Francisco Bay Area to emerging hubs like Austin, Seattle, and the Silicon Alley in New York, the US ecosystem remains unparalleled. Top-tier institutions such as MIT, Stanford, and Carnegie Mellon provide the research backbone for breakthroughs in Artificial Intelligence, Quantum Computing, and Cybersecurity. Our training programs are meticulously aligned with these industry-leading standards, ensuring that professionals can navigate the complexities of the modern digital landscape. We bridge the gap between academic theory and high-stakes corporate execution in the most competitive tech market on Earth.

Bilginç IT Academy All Rights Reserved

By using this website you agree to let us use cookies. For further information about our use of cookies, check out our Cookie Policy.