Microsoft Dynamics 365 Sales Insights Configuration and Usage Workshop (1 Day)

Our Service

The WorkshopPLUS - Dynamics 365 Sales Insights is a comprehensive one-day training session tailored for professionals looking to deepen their understanding of Dynamics 365 Sales Insights. This program delves into how Sales Insights utilizes extensive customer interaction data from Dynamics 365 and Microsoft 365 to enhance relationship management and assess sales activities. Attendees will engage in hands-on labs, enabling them to set up and configure their own Sales Insights environments, ensuring practical knowledge and application of the tools covered.

Key Components

  • Comprehensive Overview: Gain a complete understanding of Dynamics 365 Sales Insights functionalities and capabilities.
  • Hands-On Labs: Engage in practical exercises to configure and utilize your own Sales Insights environment effectively.
  • Data Analysis Techniques: Learn how to leverage customer-interaction data to deepen insights into business relationships.
  • Activity Evaluation: Discover methods for comparing current activities with past successes to inform strategic decisions.
  • Implementation Strategies: Explore best practices for setting up and optimizing Sales Insights in your organization.

Your Benefits

  • Expert Services: Get first-hand insights and guidance from the experts.
  • Enhanced Data Utilization: Maximize the value of your existing customer data through informed analysis.
  • Improved Decision-Making: Equip yourself with actionable insights to choose the best paths forward in sales strategy.
  • Collaboration Opportunities: Foster teamwork and collaboration through shared understanding of Sales Insights tools.
  • Continuous Improvement: Implement ongoing optimizations based on insights derived from the workshop’s learnings.
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