Microsoft Services
Workshops

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

Request more info

Our Service

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.
SCHNEIDER IT MANAGEMENT Logo
Microsoft Solutions Partner

Request more info.

Are you interested in this service?

We would first like to invite you to a quick 20-30 minute scoping call via phone or Microsoft Teams. This is to give you more details and find out if this service fits best to your requirements. Alternatively, we are glad to provide more details via email.

Yes, I want to request more details.

I am interested in the service agenda, pricing and number of participants. Here is my information.

Popular Alternatives

Microsoft Purview Data Governance Adoption and Execution Workshop (3 Days)

The Upskilling Execution for Deploying Data Governance with Microsoft Purview is a comprehensive 3-day workshop aimed at enhancing your team’s proficiency in data governance. Throughout this engagement, participants will acquire essential skills for the effective adoption, management, and oversight of

Microsoft Azure Cost Optimization Closed Workshop (2 Days)

The WorkshopPLUS – Azure Cost Optimization is a focused engagement aimed at helping participants master cost management strategies in Azure. Utilizing the Cloud Adoption Framework and the Well-Architected Framework, this program emphasizes best practices for designing and optimizing cloud solutions.

Microsoft GitHub Actions Workflow Automation Onsite Workshop

The Workshop – GitHub – Actions Training – Closed Onsite is a comprehensive program designed for teams looking to streamline their workflows using GitHub Actions. Over the course of this training, participants will learn how to implement automation in various

Microsoft GitHub Open Source Workshop

The GitHub Open Source Workshop is a focused program aimed at organizations looking to establish robust open source initiatives. Over the course of this workshop, participants will work to gain essential cross-team support and outline effective policies for open source

Microsoft Azure Monitor: Introduction Workshop (1 Day)

The WorkshopPLUS – Azure Monitor: Introduction is a comprehensive one-day event aimed at equipping participants with the knowledge to effectively utilize Azure Monitor. This includes key components like Log Analytics and Application Insights, which facilitate the collection and analysis of

Load More
No more Assessment Programs to show.
Go to Workshops

Disclaimer: The services and descriptions provided herein are subject to change without prior notice. While we strive to ensure the accuracy and completeness of the information presented, we make no guarantees or warranties, express or implied, regarding the reliability, availability, or suitability of the services for any particular purpose.

Neuigkeiten
Neuigkeiten lesen