TrainingBusiness applications / Business ApplicationsAB-6003
AB-6003Microsoft · authorised training
Introduction to sales in Dynamics 365
This training presents Dynamics 365 customer engagement apps and their integration with Microsoft 365 and Power Platform. Participants learn about the AI-supported sales process, from lead generation and qualification through negotiation and deal closing to forecasting and sales analytics. The course demonstrates practical use of Copilot and AI agents in daily sales team work.
- Duration
- 1 day
- Level
- Intermediate
- Provider
- Microsoft
- Topic
- Business applications / Business Applications
Course outline
- Foundations of Dynamics 365 customer engagement apps
- Lead generation in Dynamics 365
- Lead qualification in Dynamics 365
- Identifying customer needs and exploring relationships in Dynamics 365
- Negotiating deal terms and addressing objections in Dynamics 365 Sales
- Closing customer deals in Dynamics 365
- Sales account management in Dynamics 365
- Forecasting, pipeline management, and analytics in Dynamics 365 Sales
- Shared capabilities in Dynamics 365 customer engagement apps
Skills you will gain
- Navigating Dynamics 365 customer engagement apps and integrating their solutions
- Generating and nurturing leads using Dynamics 365 Customer Insights - Journeys
- Qualifying leads and converting them into opportunities using AI in Dynamics 365 Sales
- Identifying customer needs and managing relationships with AI-powered capabilities
- Negotiating deal terms and handling objections using Copilot and AI agents
- Closing customer deals using AI tools and Copilot
- Managing sales accounts using Customer Insights - Data and Copilot in Sales
- Forecasting sales, managing pipeline, and analyzing sales data
Who should attend
- Designed for professionals who aim to enhance and automate business processes using Dynamics 365 customer engagement apps, while leveraging native interconnectivity with Microsoft 365
- Ideal for those looking to unify profiles, create personalized customer journeys with AI-assisted Dynamics 365 Customer Insights, and improve selling efficiency through AI-driven Sales features
1700 PLN
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