Microsoft Dynamics 365 Sales Basics

Microsoft Dynamics 365 Sales is a powerful CRM tool that has been specially developed to structure sales processes, deepen customer relationships and sustainably increase sales efficiency. In this practice-oriented basic training course, you will learn how to use the many functions and possibilities of the platform in a targeted manner in everyday sales.

The course will teach you the most important elements of Dynamics 365 Sales step by step - from working with central entities such as leads and opportunities to designing an end-to-end sales process and the effective use of search functions, target management and integration with Microsoft Teams. You will also learn how to automate your daily work with the help of the integrated copilot and activity management, thereby saving valuable time.

Whether you are a sales employee, team leader or CRM beginner - this course is aimed at anyone who wants to expand their knowledge of Dynamics 365 Sales and use it in their day-to-day work. You will not only receive technical know-how, but also practical tips and application examples on how to use Dynamics 365 Sales profitably in your company - regardless of whether you are already using the system or are just introducing it.

Target group

The Microsoft CRM Sales training course is aimed at anyone who wants to use Dynamics 365 Sales efficiently in their day-to-day sales activities. It is aimed in particular at:

Sales employees who want to systematically manage their customer relationships and make better use of sales opportunities
Sales managers and sales executives who need insight into processes and performance and want to manage their teams in a targeted manner

CRM newcomers and those making the switch who want to familiarize themselves with the basic functions and best practices of Dynamics 365 Sales.

Learning objectives

After attending the Dynamics 365 CRM Sales Basics course, participants will have a solid understanding of Microsoft Dynamics 365 Sales and will be able to

confidently use and customize the most important sales entities such as leads, opportunities and accounts
systematically map sales processes and manage them efficiently with the Sales Process Flow
search for specific data and make well-founded decisions based on current information
Define and track sales targets to measurably improve team performance
Link Microsoft Teams with Dynamics 365 Sales to optimize internal team communication and collaboration
Use Copilot and activity management to automate routine tasks and work more productively

Training content

Introduction to the sales entities

Working with leads, opportunities and accounts
Adaptation to individual business requirements

Sales process flow in Dynamics 365

Overview of the sales process
Implementation of the phases in the system for process optimization

Integration with Microsoft Teams

Seamless collaboration in the sales team
Use of Teams for better communication

Efficient search functions

Use of the advanced search
Quick access to relevant data

Target management in sales

Define, track and evaluate targets
Increase sales performance in a targeted manner

Activity management & Copilot

Organize tasks and appointments efficiently
Automation of routine tasks with Copilot

Notes

The training takes place in a digital seminar room via Microsoft Teams and a practice environment. We will provide you with access free of charge a few days before your training date.

Can also be booked as a company training course

Do you have a larger team and would prefer to book this Microsoft Dynamics CRM Sales training as a company training course on a separate date?

We offer this for a flat rate of €1,000 with a maximum of 10 participants. If there are more participants, we will adjust the calculation accordingly. Simply send us a request to college@cosmoconsult.com.

Your good feeling

More than 1,500 trained users

Learning from experts

Our trainers are real project managers who know your daily challenges.

Practice-oriented approach

All content is taught directly in the system using real problems.

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