Course Information


About this Course:

Introduces the capabilities of Sales Management in Dynamics 365 that allow you to track and manage the sales process from potential to close. Provides insight on sales process information. Introduces the tools available to analyse and report on sales information. Focuses on how an organization can nurture customer satisfaction through automation of business processes with Dynamics 365. Provides insight on managing all related correspondence, documents, contacts and conversations.


Before attending this course, students must have:

• General knowledge of Microsoft Windows.

• General knowledge of Microsoft Office.

Audience Profile

This course is intended for individuals who plan to implement, use, maintain, or support Dynamics 365 in their organization. The training is intended for sales representatives, sales managers, administrators, office managers, CEOs, and consultants who want to gain foundational knowledge of the application functionality.


  • Customer Scenarios
  • Core Records
  • Working with Sales Literature
  • Creating and Maintaining Competitors
  • Using Sales Territories
  • Lead and Opportunity Records
  • Lead to Opportunity Process Flow
  • Understand Sales Methodology and Lead
  • Management
  • Explore Business Process Flow
  • Convert, Track and Work with Leads
  • Understanding Opportunity Records
  • Create, Work and Close Opportunity Records
  • The Status of an Opportunity
  • Assigning Opportunities
  • Connecting Competitors
  • Manage Opportunity from System View
  • Adding an Existing Contact to Opportunities from
  • Quick Create
  • Features of the Product Catalog
  • Unit Groups
  • Products
  • Price list
  • Product Bundles
  • View Product in Hierarchical Views
  • Multiple Currencies
  • Add Line Items to Opportunity
  • The Quote Life Cycle
  • Generating Quotes from Opportunities
  • Create and Edit Quotes
  • Create and Edit Orders
  • Create and Edit Invoices
  • Converting Quotes to Orders
  • Converting Orders to Invoices
  • Using Marketing Lists
  • Using Quick Campaigns
  • The Purpose and Elements of Marketing
  • Campaigns
  • Using Campaign Templates
  • Interactive Generation of HTML IN Emails
  • Create and Manage Sales Goals for Individuals, Teams and the Organisation
  • Configure the financial period
  • Defining Parent and Child Goals
  • Work With Individuals Goal Records
  • Create Roll-up Queries
  • Using Pre-Formatted Excel Templates
  • Using Word Templates
  • Use Lists, Views and Charts to Obtain Important Information
  • Use Sales Reports to Review Potential Opportunities, Forecast Revenue and Analyse Sales Productivity
  • Working with Advanced Find
  • Using the Export to Excel Feature
  • Create and Share Personal and System Charts
  • Working with and Creating Dashboards
  • Using Pre-Formatted Excel Templates
Dates and Prices

There are currently no public dates for this course. This course can be run as a private course either at one of our training centers or at your offices. To get pricing for this use our quote wizard to generate a customised quote or call us on 0118 324 3000 to discuss your requirements.

2 Days


  • Noel was an excellent tutor. He did check all of the group was able to keep up and if there were any problems or questions of the attendants, he was always willing to help.

    Marianne Seager-Wincanton
  • This was a really good training, nicely paced, very useful and well presented. Thank you, Stuart!

    Joris Latinne-Oracle