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Why Your Sales and Marketing Teams Need Microsoft Dynamics 365 Training



If you aren’t already using Dynamics 365, or if you’re letting your team members wing it, consider getting your team officially trained. Professional training can help your team get the most out of the software, which will greatly benefit your business in the process.

First, let’s look at what Dynamics 365 is and why you’d want to use this CRM in your business.


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What is Microsoft Dynamics 365?

According to Microsoft, Dynamics 365 is a software suite full of “intelligent business applications that empowers everyone to deliver operational excellence and create more engaging customer experiences.”

The applications included in the Dynamics suite include:

  • Dynamics 365 Sales
  • Dynamics 365 Marketing
  • Dynamics 365 Customer Insights
  • Dynamics 365 Commerce
  • Dynamics 365 Customer Voice

These tools are perfect for a variety of industries, including retail, manufacturing, and finance, just to name a few.

Regardless of your industry, the Dynamics software suite will help you create and deliver amazing customer or client experiences and build strong relationships.


How Dynamics 365 helps sales teams

Using Dynamics 365 will help your sales team in several important ways:

  • Develop stronger relationships. Individualize the selling process for each client and lead by recommending their preferred channel for communication.
  • Better insights. Contextual AI-driven information will help sales personnel increase pipeline velocity. Insights from customer, marketing, and sales data will help your team generate more leads and strengthen existing relationships.
  • Personalized coaching. Your sales team will get personalized coaching to help them improve based on behavioral insights collected and analyzed by the program.
  • Align your marketing and sales team. Your sales and marketing teams should be working together – not in a silo. They won’t always need to collaborate, but some collaboration is necessary to align efforts. This is easily accomplished with Dynamics 365.

These are just some of the benefits you can expect your sales and marketing teams to get from this software suite. There are plenty of powerful features included in this suite that you can use in any way you need:


Dynamics 365 features include:

  • Easily integrate with your existing tools and systems
  • Use it with Azure, Power Platform, or Microsoft 365
  • Expand your existing capabilities
  • Business application integrations
  • Engage your customers at a higher level
  • Rapid deployment to start getting results fast
  • Choose which applications you want to use

Whether you’ve been using Dynamics 365 for a while or you’re new to this powerful software suite, there is so much to learn. If you don’t set your teams up with training, they’re going to feel overwhelmed trying to figure it out.

When your team struggles to figure things out on their own, you’ll miss out on getting all the aforementioned benefits. Training is essential for a successful Dynamics 365 deployment.

Here’s what you can expect to get when you formally train your sales and marketing teams to make the most of this software.


Training improves efficiency

Getting your sales and marketing team into a training program for Microsoft Dynamics 365 will improve their efficiency in several important ways:

  • Training increases user adoption. Software training is essential for user adoption and a success deployment of your most critical software. Many employees resist using software they don’t fully understand or struggle to use.
  • If you’ve started using Dynamics 365 and are noticing a low adoption rate, it could be because your team just doesn’t fully understand how to use the software. In this situation, training will help immensely.
  • Training empowers your team. Some applications seem simple on the surface, but become more robust once users ‘unlock’ the full potential. For example, there will always be advanced features that users don’t know about until they’ve gone through a training program designed to explain those features. Sometimes, software features require multiple steps and users won’t even know what’s possible until they take a training course.
  • Training helps employees gain skills. When you originally hired your sales and marketing team members, they may not have come with experience using Dynamics 365. If any of them did use it, they may not have been fully adept at the time.
  • Getting your sales and marketing team into a Dynamics 365 training program will help them gain layers of skills that will help them be more effective. For instance, they’ll learn a wide range of basics first, which is important.
  • People who learn software on their own or through direct experience often miss small, basic details. Once the basics are covered, they’ll be trained to use the applications to achieve more advanced outcomes.
  • Training encourages collaboration. When people feel comfortable with a software program, they’re more likely to collaborate with others. Training allows people to see what’s possible, and that can give them the inspiration to be more collaborative when it’s helpful.


Train your Sales & Marketing teams in Microsoft Dynamics 365

Managing customer relationships is important. In fact, it’s the most important aspect of sales and marketing. Your customers are your revenue, and without a strong CRM – and educated team members – you’ll struggle to reach your customers. That’s why you need to get your sales and marketing teams trained in Dynamics 365.

If you’re ready to boost results from your sales and marketing teams, it’s time to train your team to use the most powerful, dynamic CRM on the market. Check out our Dynamics 365 training course. Your team will be led by a qualified, experienced instructor who will prepare them for the final exam, which is included in each training package.

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