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 Office 365 SharePoint Online: Power User Closed Workshop

The WorkshopPLUS – Office 365 SharePoint Online: Power User is an exclusive program aimed at enhancing collaboration within your organization’s Business Units. Spanning several days, this workshop covers the essentials of using SharePoint Online, focusing on secure data storage and

Microsoft SharePoint Server: Administration Open Workshop (3 Days)

The WorkshopPLUS – SharePoint Server: Administration is a comprehensive three-day program aimed at equipping participants with the necessary skills to effectively configure and deploy SharePoint Server. Through a blend of informative presentations, collaborative discussions, and practical labs, attendees will explore

Microsoft SharePoint Server: Administration Closed Workshop (3 Days)

The WorkshopPLUS – SharePoint Server: Administration is a focused three-day event tailored for individuals seeking to enhance their expertise in SharePoint Server. This workshop delves into the intricacies of configuration, new features, and deployment strategies. Attendees will engage in a

Microsoft 365 Defender Technical Ability Showcase Workshop

The workshop titled Show Technical Ability for Extended Detection and Response is a comprehensive program aimed at demonstrating how advanced technology can effectively address customer needs. Over a span of three days, participants will engage in live illustrations, in-depth demonstrations,

Microsoft Azure Active Directory: Multi-Factor Authentication and Conditional Access Closed Workshop (1 Day)

The WorkshopPLUS – Multi Factor Authentication and Conditional Access is a comprehensive one-day session tailored for Architects, IT professionals, and IT Administrators. This workshop delves into effective strategies for securing identities within Microsoft Entra ID. Participants will explore the implementation

Microsoft Security Threat Investigation: Threats, Tactics, and Techniques Update Briefing Workshop (1 Day)

The WorkshopPLUS – Threats, Tactics, and Techniques Technical Update Briefing is a comprehensive engagement aimed at enhancing the capabilities of your security team. This session is structured into three significant phases. Initially, participants will be introduced to the latest threats,

Microsoft Azure: IaaS Overview Workshop (1 Day)

The WorkshopPLUS – Microsoft Azure: IaaS Overview is a one-day session tailored for IT professionals who are new to cloud computing. This workshop demystifies the principles of cloud technology before delving into Azure’s Infrastructure as a Service (IaaS) offerings. Participants

Microsoft Office 365: Microsoft Teams Administration Closed Workshop (1 Day)

The WorkshopPLUS – Office 365: Microsoft Teams Administration is a comprehensive one-day session tailored for IT and Helpdesk leaders responsible for managing Microsoft Teams. This workshop focuses on Teams App Deployment and Management, equipping attendees with essential skills for effective

Microsoft Viva Glint Vision & Strategy Update Workshop

The Viva Glint Vision & Strategy Update is a comprehensive 1-day workshop tailored for organizations seeking to enhance their employee experience and foster people success. Led by seasoned experts, this session will assess your current vision and success metrics, identifying

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.

This site is registered on wpml.org as a development site. Switch to a production site key to remove this banner.