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This course will teach you how to enhance and automate business processes using customer engagement apps for Dynamics 365, while incorporating native interconnectivity with Microsoft 365.
course: Introduction to sales in Dynamics 365 (AB-6003)
Duration: 1 day
Format: Virtual or Classroom
Overview
You will learn to unify profiles, tailor personalized customer journeys with AI-assisted Dynamics 365 Customer Insights, and improve selling efficiency through AI-driven Sales features within Dynamics 365 Sales.
Who is this course for?
This course is designed for professionals who aim to enhance and automate business processes using Dynamics 365 customer engagement apps, while leveraging native interconnectivity with Microsoft 365. It is 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.
Curriculum
Preparation
At Readynez, we provide many resources and have experienced experts in the field. That is why we are also very successful with many satisfied customers. You can therefore safely take your course with us. While there are no strict entry requirements, certain foundational knowledge may enhance your learning experience. Any recommended prerequisites specific to this course are detailed below..
Meet some of the Readynez Instructors you can meet on your course. They are experts, passionate about what they do, and dedicated to give back to their industry, their field, and those who want to learn, explore, and advance in their careers.
Julian Sharp delivers high-quality, LIVE instructor-led training in Microsoft Dynamics 365 and Power Platform for professionals seeking real-world skills and certification readiness. With decades of industry experience and deep technical expertise, he helps learners master complex solutions efficiently.
Meet the Instructor: Julian Sharp
MCT | Former MVP | Solution Architect | Dynamics 365 & Power Platform Expert
With 20+ years of experience and over 16 years specializing in Dynamics CRM/365, AI and Power Platform, Julian has trained thousands of professionals and helped organizations solve real business challenges using Microsoft technologies.
A Microsoft Certified Trainer since 2007 and a former Microsoft MVP, Julian brings a rare combination of deep technical knowledge and a practical, business-first mindset.
He’s not just an instructor - he’s a community leader, consultant, and solution architect trusted by enterprises across the globe.
Ready to build solutions with one of the best in the field?
Explore upcoming courses with Julian Sharp to get started.
FAQ
This course introduces learners to Microsoft Dynamics 365 Sales, covering customer engagement, lead management, opportunity tracking, AI-powered selling, and sales automation.
The course is ideal for beginners, business users, sales professionals, functional consultants, CRM users, and business owners who want to understand Dynamics 365 Sales.
The course is designed as a one-day instructor-led training programme.
You'll learn how to manage leads, opportunities, accounts, customer relationships, forecasting, sales pipelines, and AI-assisted selling using Dynamics 365 Sales.
Yes. The course introduces AI-powered capabilities such as Microsoft Copilot, Sales Qualification Agent, Sales Research Agent, and Sales Close Agent.
Absolutely. It provides a solid foundation for anyone new to Microsoft Dynamics 365 Sales.
Dynamics 365 Sales helps organizations improve customer engagement, automate sales processes, enhance forecasting accuracy, increase seller productivity, and leverage AI to make better business decisions.
Reviews
Easy to attend over Teams and an excellent instructor gave me great value for the time I invested.
Readynez is the best training provider I've used for many years. Their customer service is first class, prices are very competitive and instruction excellent.
Others also attended
This course offers a comprehensive foundation in Copilot administration and AI enablement within Microsoft 365 environments. You’ll explore Copilot deployment principles, agent configuration, tenant-level permissions, and security controls required to manage AI responsibly. The training also includes practical demonstrations, governance recommendations, and administrative frameworks that help organizations unlock productivity gains while maintaining compliance and data protection standards.
This course explores the essential finance features of Dynamics 365 and how they support day-to-day financial operations across organizations. Participants will learn how financial data flows through the system, how key finance modules work together, and how Dynamics 365 enables better visibility, control, and compliance. You’ll gain an understanding of core finance concepts such as general ledger, accounts payable and receivable, budgeting, and financial reporting, while also learning how Dynamics 365 integrates finance with other business functions. The course emphasizes practical understanding, enabling participants to confidently navigate finance-related processes and collaborate effectively with finance teams.
This course offers a comprehensive introduction to the service capabilities within Dynamics 365, helping participants understand how customer service teams operate within the platform. You’ll explore key service concepts such as case management, queues, service-level agreements (SLAs), and omnichannel engagement. The course explains how Dynamics 365 enables organizations to track customer issues, improve response times, and deliver consistent service experiences. By focusing on practical service processes rather than technical setup, the course ensures learners can confidently navigate service workflows and understand how service teams use Dynamics 365 to support customers effectively.
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