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Introduction to sales in Dynamics 365 (AB-6003) Course

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

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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.

This course includes
  • intructor-icon Instructor-led training
  • intructor-icon Personal Learning Path
  • intructor-icon Email, chat and phone support

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Who is this course for?

Who is the Introduction to sales in Dynamics 365 (AB-6003) 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

What you will learn during our Introduction to sales in Dynamics 365 (AB-6003) course.

  • Describe the foundations of Dynamics 365 customer engagement apps
  • Explore lead generation in Dynamics 365
  • Explore lead qualification in Dynamics 365
  • Identify customer needs and explore relationships in Dynamics 365
  • Explore how to negotiate deal terms and address objections in Dynamics 365 Sales
  • Describe how to close customer deals in Dynamics 365
  • Describe sales account management in Dynamics 365
  • Explore forecasting, pipeline management, and analytics in Dynamics 365 Sales
  • Describe shared capabilities in Dynamics 365 customer engagement apps

Preparation

Meet our instructors

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

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 | MVP | Solution Architect | Dynamics 365 & Power Platform Expert

With 20+ years of experience and over 16 years specializing in Dynamics CRM/365 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 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.

  • Microsoft MVP – Business Applications

  • Specialist in Dynamics 365, Power Platform & Azure

  • Developer of Microsoft courseware
  • Speaker & mentor at Microsoft community events

Ready to build solutions with one of the best in the field?

Explore upcoming courses with Julian Sharp to get started.

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FAQ

FAQs for the Introduction to sales in Dynamics 365 (AB-6003) course.

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

Feedback from our delegates.

Johan Andersson

Johan Andersson

Easy to attend over Teams and an excellent instructor gave me great value for the time I invested.

Stephen Ridgway

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.

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