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Microsoft Dynamics 365 Customer Service: Customer Engagement Introduction to Sales Workshop (1 Day)

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The WorkshopPLUS - Dynamics 365 Customer Engagement: Introduction to Sales is a one-day training session that provides participants with practical experience in utilizing the Sales Hub app within Dynamics 365. Attendees will engage in hands-on activities that cover the entire sales process, focusing on leads, opportunities, quotes, orders, and invoices. The course will also address data security measures, setting and tracking sales goals, and understanding customer interactions through effective sales data extraction. This workshop is designed to equip attendees with essential skills for successful sales management.

Key Components

  • Sales Hub Application: Master the Dynamics 365 Sales Hub app for effective sales management.
  • Hands-On Experience: Engage in practical exercises covering the complete sales process from leads to invoices.
  • Data Security Options: Explore various settings to ensure the security of your sales data.
  • Sales Goals Setup: Learn how to establish and track sales goals strategically.
  • Customer Interaction Tracking: Gain insights into managing and tracking customer interactions seamlessly.

Your Benefits

  • Expert Services: Get first-hand insights and guidance from the experts.
  • Enhanced Sales Skills: Develop essential skills to leverage Dynamics 365 for Sales effectively.
  • Data-Driven Decisions: Familiarize yourself with extracting and analyzing sales data for informed decision-making.
  • Process Optimization: Learn techniques to streamline your sales processes for improved efficiency.
  • Networking Opportunities: Connect with fellow participants and industry professionals for valuable networking.
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2025-07-23