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.
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 Azure Technical Update Briefing Closed Workshop (1 Day)

The WorkshopPLUS – Azure Technical Update Briefing is a specialized program aimed at helping participants stay informed about critical updates and enhancements to Microsoft Azure services. This session includes informative presentations, live demonstrations, and engaging discussions centered on the latest

Microsoft Power Platform for Administrators Closed Workshop (1 Day)

The WorkshopPLUS – Microsoft Power Platform for Administrators is a one-day immersive experience tailored for professionals involved in managing and securing the Power Platform, specifically Power Apps and Power Automate. Participants will engage in practical exercises that enhance their ability

Microsoft GitHub InnerSource Remote Workshop

The InnerSource Workshop is a 2-day remote program designed to empower organizations by fostering the principles of open source collaboration. This workshop focuses on enhancing transparency and trust within teams, allowing leaders and developers to work more effectively together. Through

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.