Customer Engagement for Sales

Session Detail:    Classroom, Virtual 1 Day

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the applications available automation and customization options you will learn how to enable sales staff to be their most productive selves.


Familiarity of business applications and the desire to customize and implement them for your business.

Who Can Benefit

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Session Outline

Class Outline

Module 1: Sales Overview

  • Lesson 1: Sales overview
  • Lesson 2: Configuring Sales
  • Lesson 3: Module summary

After completing this module, you will be able to:

  • Install and configure the sales application
  • Identify common sales scenarios

Module 2: Working with Opportunities

  • Lesson 1: Manage customers
  • Lesson 2: Working with opportunities
  • Lesson 3: Embedded intelligence
  • Lesson 4: Playbooks
  • Lesson 5: Integrated sales tools
  • Lesson 6: Module summary

After completing this module, you will be able to:

  • Create customer records
  • Use sales tooling

Module 3: Quotes to Orders

  • Lesson 1: Order processing overview
  • Lesson 2: Manage product catalog
  • Lesson 3: Create and manage quotes
  • Lesson 4: Create and manage orders and invoices
  • Lesson 5: Module summary

After completing this module, you will be able to:

  • Create and use the product catalog
  • Add quotes to opportunities
  • Complete a sale with an order

Module 4: Sales Analytics and Insights

  • Lesson 1: Overview
  • Lesson 2: Power BI
  • Lesson 3: AI for Sales
  • Lesson 4: Modules summary

After completing this module, you will be able to:

  • Create and use goals
  • Integrate with PowerBI
  • Enable Sales AI functionality

Need to train your team?

All of our sessions can be customized to meet your team’s specific need. Build the perfect program by picking and choosing topics from any of the courses in our catalog. A personalized private session gives you the ultimate flexibility and helps maximize your team’s valuable time!

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Customer Engagement for Sales

1 Day
Classroom, Virtual


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