Introduction to Dynamics 365 Sales
One-day hands-on workshop to introduce attendees to Dynamics 365 Sales
Course Duration: 1 day
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This is an introductory, instructor-led one-day training session to introduce attendees to Dynamics 365 Sales. The workshop will give attendees hands-on experience with the tool and demonstrate its capabilities for empowering sales teams, engaging with customers, managing sales processes and closing deals.
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Trained by Dynamics 365 experts
Learn from our skilled Dynamics 365 consultants who are also certified trainers.
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Certification pathway
Explore the certifications that are applicable for both personal and organisational growth.
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Recognition as a high-skilled professional
Stay ahead of the technology curve by acquiring and growing your knowledge in the Dynamics 365.
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Session Topics
- Introduction to Dynamics 365 Sales: Overview & capabilities
- Managing customer relationships
- Pipeline management
- Contextual insights, Copilot for Sales, Outlook
- Analysing sales data – Dynamics 365 reports and dashboards
Outcomes
Understand the capabilities of Dynamics 365 Sales and its benefits for sales teams and the whole organisation
- Understand how to navigate Dynamics 365 Sales, including search, filtering, forms, views and business process flows
- Create and work with accounts and contacts
- Manage the sales process with leads and opportunities
- Manage activities, emails and tasks during the sales cycle
- Use forecasting tools for pipeline management
- Use and create dashboards for reporting
- Identify potential uses for Copilot for Sales, LinkedIn Sales Navigator and Sales Insights
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Pricing
Fixed Price based on up to 15 participants before additional Barhead resourcing is required to support the room.
Prerequisites: Customer participants provide their own laptops for the training. Barhead will provide access to a trial environment for hands-on component of training. Note: Sales for Enterprise licensing will be needed in order to benefit from some of the training content.
Barhead provides global-enterprise level services
Power Platform tools – Power Apps, Power Automate, Power BI and Microsoft Copilot Studio
Business solutions for standalone apps, or apps that extend existing Microsoft solutions
Pre-built solutions from Barhead’s research and development team
Deployment models, best practices and governance
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Offerings and Delivery Models that are Tailored to Specific Demands
Leverage Microsoft Solutions and Realise Value Faster
Foundation Modules
- Introduction to Dynamics 365 Sales – One-day hands-on workshop to introduce attendees to Dynamics 365 Sales
- Introduction to Dynamics 365 Customer Service – One-day hands-on workshop to introduce attendees to Dynamics 365 Customer Service
- Introduction to Dynamics 365 Customer Insights – Journeys – One-day hands-on workshop to introduce marketers to Dynamics 365 Customer Insights – Journeys
- Power Up with Power Apps – Build custom business applications with Dataverse and Power Apps
- Power Up with Power Apps for IT Professionals – One-day hands-on workshop to build custom business applications via the low-code, no-code capabilities of Power Platform
- Dynamics 365 Sales Pre-Project Training – One-day training session on Dynamics 365 Sales for project stakeholders and end users
- Dynamics 365 Customer Insights – Journeys Pre-Project Training – One-day training session on Dynamics 365 Customer Insights – Journeys for project stakeholders and end users
- Dynamics 365 Customer Service Pre-Project Training – One-day training session on Dynamics 365 Customer Service for project stakeholders and end users
Trainer Enablement
- Train the Trainer – Training session delivered to a select group of the client project team, who will be responsible for training the rest of their staff on the system
User Training Program
- End User Training – Training session delivered to the client’s system end users towards completion of a project. The aim is to prepare attendees with how to use the solution built to do their job.
Certifications
- PL-900: Microsoft Power Platform Fundamentals – One-day certification training to take your team’s expertise in the Power Platform to the next level via a Microsoft-recognised certification.
- PL-100: Microsoft Power Platform App Maker Certification Training – Four-day certification training to take your team’s expertise in Power Platform App Maker via a Microsoft recognised certification
- PL-200: Microsoft Power Platform Functional Consultant Certification Training – Five-day certification training to take your team’s expertise in building Power App solutions to the next level via a Microsoft-recognised certification
- MB-910: Microsoft Dynamics 365 Fundamentals Certification Training – One-day certification training to take your team’s expertise in Dynamics 365 Customer Engagement to the next level via a Microsoft-recognised certification
- MB-210: Microsoft Dynamics 365 Sales Functional Consultant Certification Training – Three-day certification training to take your team’s expertise in Dynamics 365 Sales to the next level via a Microsoft recognised certification
- MB-220: Microsoft Dynamics 365 Customer Insights (Journeys) Functional Consultant Certification – Four-day certification training to take your team’s expertise in Dynamics 365 Customer Insights (Journeys) to the next level via a Microsoft-recognised certification.