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.

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 Viva Glint Executive Consultations Workshop (6 Days)

Viva Glint Executive Consultations is a comprehensive 1-day engagement aimed at shaping your organization’s strategy for employee experience and success. Led by experienced consultants, this session includes an exploration of your current situation, aspirations, and the cultural and leadership factors

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 Dynamics 365 Finance: Core Financials General Ledger Overview Workshop (2 Days)

The WorkshopPLUS – Dynamics 365 Finance – Core Financials – General Ledger Overview is a specialized session tailored for finance professionals. This program dives into the core features of Dynamics 365 Finance, focusing on enhancing financial capabilities and automation. Participants

Microsoft Active Directory: Troubleshooting Remote Closed Workshop (4 Days)

The WorkshopPLUS Remote – Active Directory: Troubleshooting is a comprehensive 4-day training course tailored for IT professionals. Participants will acquire essential skills for effectively diagnosing and resolving various Active Directory issues. The curriculum emphasizes troubleshooting critical services, addressing DNS complications,

Microsoft Azure Backup and Azure Site Recovery Closed Workshop (1 Day)

The WorkshopPLUS – Azure Backup and Azure Site Recovery is a one-day session tailored for IT professionals keen to master Azure’s data protection and disaster recovery solutions. This workshop covers the essentials of Azure Backup, a native tool for safeguarding

Microsoft Defender for Cloud: Azure Security Best Practices Closed Workshop (3 Days)

The WorkshopPLUS – Microsoft Azure: Security Best Practices is an intensive program focused on essential security frameworks applicable to both on-premises and cloud infrastructures. Over its duration, participants will explore a comprehensive overview of security features and tools, particularly emphasizing

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

The WorkshopPLUS – Windows PowerShell: IT Management is an in-depth, hands-on program aimed at enhancing participants’ skills in IT management through the use of PowerShell. Over the course of multiple days, attendees will engage in a variety of learning methods,

Microsoft Teams: Advanced Support Remote Closed Workshop (1 Day)

The WorkshopPLUS Remote – Advanced Support for Microsoft Teams is a one-day session crafted for individuals seeking to deepen their understanding of client support for Microsoft Teams. Building on prior training, this workshop delves into sophisticated strategies and techniques for

Microsoft GitHub: Azure DevOps Services and GitHub Essentials Remote Closed Workshop (3 Days)

The WorkshopPLUS Remote – Essentials on Azure DevOps Services and GitHub is a comprehensive three-day training course aimed at equipping participants with essential skills for utilizing Azure DevOps Services effectively. This workshop delves into best practices surrounding version control, work

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.

Newsroom