Microsoft Dynamics 365 Customer Service: Customer Engagement Introduction to Sales Workshop (1 Day)

Our Service

The WorkshopPLUS - Dynamics 365 Customer Engagement: Introduction to Sales is a one-day training session that provides participants with practical experience in utilizing the Sales Hub app within Dynamics 365. Attendees will engage in hands-on activities that cover the entire sales process, focusing on leads, opportunities, quotes, orders, and invoices. The course will also address data security measures, setting and tracking sales goals, and understanding customer interactions through effective sales data extraction. This workshop is designed to equip attendees with essential skills for successful sales management.

Key Components

Sales Hub Application: Master the Dynamics 365 Sales Hub app for effective sales management.
Hands-On Experience: Engage in practical exercises covering the complete sales process from leads to invoices.
Data Security Options: Explore various settings to ensure the security of your sales data.
Sales Goals Setup: Learn how to establish and track sales goals strategically.
Customer Interaction Tracking: Gain insights into managing and tracking customer interactions seamlessly.

Your Benefits

Expert Services: Get first-hand insights and guidance from the experts.
Enhanced Sales Skills: Develop essential skills to leverage Dynamics 365 for Sales effectively.
Data-Driven Decisions: Familiarize yourself with extracting and analyzing sales data for informed decision-making.
Process Optimization: Learn techniques to streamline your sales processes for improved efficiency.
Networking Opportunities: Connect with fellow participants and industry professionals for valuable networking.

Request more info.

Are you interested in this service?

We would first like to invite you to a quick 20-30 minute scoping call via phone or Microsoft Teams. This is to give you more details and find out if this service fits best to your requirements. Alternatively, we are glad to provide more details via email.

Yes, I want to request more details.

I am interested in the service agenda, pricing and number of participants. Here is my information.

Contact Method

Name *

Phone number *

Phone number

Work Email *

Company name *

Country *

Service Participants *

Date of Meeting

Time of Meeting

Details

Privacy

I accept the privacy policy of this site.*

Popular Alternatives

Microsoft SAP on Azure Migration and Data Services Workshop

The Workshop – SAP on Azure is an intensive program aimed at guiding participants through the intricacies of migrating SAP workloads to Azure. Spanning several days, this workshop will delve into Azure Data services, robust security measures, and the integration

Microsoft 365 Scripting: Windows PowerShell Tool Building Open Workshop (3 Days)

The WorkshopPLUS – Windows PowerShell: Tool Building is an advanced program that extends the foundational PowerShell training. This workshop delves into complex topics essential for writing sophisticated scripts. Key areas of focus include creating functions and advanced functions, mastering parameters,

Microsoft App Building with Azure AI, PostgreSQL, and Cosmos DB Customized Workshop

The Customized Workshop for Building Apps with Azure AI, PostgreSQL, and Cosmos DB is a focused 3-day program that directly addresses the unique challenges faced by customer teams. Participants will work closely with experts to validate their architectural solutions against

Microsoft Intune: Managing iOS and Android Closed Workshop (1 Day)

The WorkshopPLUS – Microsoft Intune: Managing iOS and Android is an intensive, one-day session tailored for professionals aiming to master device management using Microsoft Intune. Participants will delve into practical aspects of enrolling and configuring iOS and Android devices, ensuring

Microsoft Dynamics 365 Finance: Core Financials – Fixed Assets Overview Workshop (2 Days)

The WorkshopPLUS – Dynamics 365 Finance – Core Financials – Fixed Assets Overview is an in-depth program that delves into the features and functionalities of Dynamics 365 Finance. Aimed at financial professionals, this workshop offers insights into optimizing core financial

Microsoft Dynamics 365 for Finance and Operations: Administration and Troubleshooting Workshop (3 Days)

The WorkshopPLUS – Dynamics 365 for Finance and Operations: Administration and Troubleshooting is a comprehensive three-day program aimed at professionals seeking to enhance their skills in managing Microsoft Dynamics 365 for Finance and Operations. Participants will delve into the configuration

Microsoft Dynamics 365 Finance: Core Financials Accounts Receivable Overview Workshop (2 Days)

The WorkshopPLUS – Dynamics 365 Finance – Core Financials – Accounts Receivable Overview is a comprehensive session dedicated to enhancing understanding of Dynamics 365 Finance. This workshop aims to improve business processes while driving profitability. Participants will focus on essential

Microsoft Power Automate: Power User Closed Workshop (1 Day)

The WorkshopPLUS – Microsoft Power Automate: Power User is a comprehensive one-day program designed for end users and business developers who are new to Power Automate. Participants will start with an overview of Flow Studio and dive into key triggers

Microsoft Exchange Online: Troubleshooting Closed Workshop (3 Days)

The WorkshopPLUS – Office 365 Exchange Online: Troubleshooting is an essential course designed to equip participants with the skills needed to resolve common issues within the Exchange Online environment. This program emphasizes Exchange Online Administration and Governance, providing a comprehensive

No more Assessment Programs to show.

Disclaimer: The services and descriptions provided herein are subject to change without prior notice. While we strive to ensure the accuracy and completeness of the information presented, we make no guarantees or warranties, express or implied, regarding the reliability, availability, or suitability of the services for any particular purpose.

News

Atlassian Rovo Chat available in Atlassian Cloud products

On July 10, 2025, Atlassian officially introduced Rovo Chat, a new AI-powered assistant, in Atlassian Cloud environments, specifically within Confluence Cloud and Jira Software Cloud. This feature is designed to help teams work more efficiently by providing instant answers, summarizing content, and connecting information across tools and apps. Rovo Chat

2025-07-16

SAPIEN Software Price Increase

Effective August 1st, 2025, SAPIEN Technologies, Inc. will implement a mid-year price increase on all software products. This change does not affect Premium Support, which remains at its current pricing. Customers planning to purchase or renew licenses may want to act before this date to benefit from current pricing.

2025-07-16

SolarWinds Licensing Changes

Effective August 1, 2025, SolarWinds will shift to a subscription-only, multi-year licensing model. This change ends the sale of new perpetual licenses and introduces a default three-year subscription term across its product portfolio. SolarWinds is updating its business model to align with modern IT procurement trends. These changes aim to

2025-07-16