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

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.

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.

{"phone_man":{"display_mode":"show","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"contactmethod","cfef_logic_field_is":"==","cfef_logic_compare_value":"Phone","_id":"c0b6f6b"}]},"phone_opt":{"display_mode":"show","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"contactmethod","cfef_logic_field_is":"==","cfef_logic_compare_value":"Microsoft_Teams","_id":"c0b6f6b"}]},"email":{"display_mode":"hide","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"contactmethod","cfef_logic_field_is":"==","cfef_logic_compare_value":"Phone","_id":"9d9aaf5"}]},"date":{"display_mode":"hide","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"contactmethod","cfef_logic_field_is":"==","cfef_logic_compare_value":"Email","_id":"9703c49"}]},"time":{"display_mode":"hide","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"contactmethod","cfef_logic_field_is":"==","cfef_logic_compare_value":"Email","_id":"9703c49"}]}}

Contact Method

Name *

Phone number *

Phone number

Work Email *

Company name *

Country *

Service Participants *

Date of Meeting

Time of Meeting

Details

Privacy

I accept the privacy policy of this site.*

Popular Alternatives

Microsoft Azure Network Security: Networking Essentials Closed Workshop (3 Days)

The WorkshopPLUS – Microsoft Azure: Networking Essentials is an in-depth program that spans multiple days, focusing on the fundamentals of networking in the Azure environment. Participants will explore key concepts surrounding Azure Network Security, gaining essential knowledge on how to

Microsoft Office 365: Helpdesk Troubleshooting Remote Closed Workshop (1 Day)

The WorkshopPLUS Remote – Office 365: Helpdesk Troubleshooting is a one-day training session designed for helpdesk engineers. This program aims to equip participants with the essential skills needed to address common end-user issues within the Microsoft 365 environment. Attendees will

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 Office 365: Usage Reporting Closed Workshop (3 Days)

The WorkshopPLUS – Office 365: Usage Reporting is an in-depth session that spans two days, aimed at M365 administration and governance professionals. Participants will explore the reporting capabilities of Office 365, including Usage Reports, Usage Analytics, and the use of

Microsoft GitHub Advanced Security CodeQL Query Writing Training Workshop

The workshop on GitHub Advanced Security – CodeQL Query Writing Training is an in-depth program that teaches participants how to leverage CodeQL’s extensibility. Over several days, attendees will learn to create custom queries using QL, a powerful programming language. This

Microsoft Azure SQL DB: Infrastructure as a Service Closed Workshop (3 Days)

The WorkshopPLUS – Microsoft Azure: Infrastructure as a Service is a focused three-day program tailored for architects, IT professionals, and developers. Attendees will explore the capabilities of the Microsoft Azure cloud platform, particularly in deploying applications using Azure SQL Database.

Microsoft SQL Server: Hands-on Troubleshooting Open Workshop (3 Days)

The WorkshopPLUS – SQL Server: Hands-on Troubleshooting is a comprehensive three-day program aimed at equipping participants with the skills to troubleshoot and resolve issues in SQL Server environments, whether on Microsoft Azure VMs or on-premises systems. Participants will engage in

Microsoft Office 365: Content Search and eDiscovery Case Management Remote Open Workshop (1 Day)

The WorkshopPLUS Remote – Office 365: Content Search and eDiscovery Case Management is a one-day program aimed at equipping participants with essential skills in utilizing eDiscovery tools within the Security and Compliance Center. This workshop focuses on understanding how to

Microsoft 365 Scripting: Windows PowerShell IT Management Remote Open Workshop (3 Days)

The WorkshopPLUS Remote – Windows PowerShell: IT Management is an engaging program aimed at enhancing participants’ PowerShell skills over a specified duration. Covering essential IT management tasks, this workshop combines presentations, interactive white-board discussions, and hands-on labs. Each module is

No more Assessment Programs to show.

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.

News

Promotion Microsoft Windows 365 dans CSP : économisez 20 %

Jusqu’au 31 octobre 2025, vous bénéficiez d’une 20% de réduction sur toutes les configurations PC cloud disponibles dans toutes les éditions de Windows 365. Cette promotion s’applique aux nouveaux clients de Windows 365 qui achètent chez SCHNEIDER IT MANAGEMENT dans le cadre du programme Cloud Solution Provider (CSP). Détails

Continuer la lecture »

2025-05-15

Microsoft Windows 10 : Mises à jour de sécurité étendues gérées dans le cloud

Avec effet en avril 2025, Microsoft a ajouté Windows 10 Extended Security Updates (ESU) licenses « Cloud Managed » dans les termes du produit. Ces licences s’adressent aux entreprises qui gèrent les mises à jour avec Microsoft Intune ou Windows Autopatch et sont proposées avec une réduction de 25% par rapport aux

Continuer la lecture »

2025-05-15

Microsoft Entra Permissions Management : Fin de vie

À compter d’avril 2025, Microsoft a annoncé l‘abandon de la licence autonome pour Microsoft Entra Permissions Management (MEPM). Ce produit sera supprimé des Product Terms et ne sera plus disponible. Le produit sera complètement retiré du marché et le support sera arrêté le 1er octobre 2025. Pourquoi ce changement

Continuer la lecture »

2025-05-15