Microsoft Dynamics 365 Sales Training

SKU: 8902
15 Lesson
|
30 Hours
4 (1 reviews)
Microsoft Dynamics 365 Sales & Customer Experience Training by igmGuru is designed for aspiring analysts, CRM professionals, and business users aiming to master Dynamics 365 Sales and Customer Insights. Learn to streamline sales processes, manage customer data, and drive engagement using the full potential of Dynamics 365 and the Power Platform. This Microsoft Dynamics 365 Sales certification course will empower you with the skills needed to improve customer satisfaction and boost business outcomes. Enroll in our online training program and accelerate your CRM career today.
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Microsoft Dynamics 365 Sales Customer Experience Analyst Training

Overview

Prerequisites

  1. Technical & Platform Skills
    • Microsoft Power Apps (Model-Driven Apps)
    • Dataverse Tables, Columns, Relationships
    • Dataverse Security Model
    • Power Automate Basics (Connectors, Triggers, Actions)
    • Dataverse Solutions Management
  2. CRM & Business Concepts
    • Core CRM Entities: Accounts, Contacts, Leads, Opportunities
    • Customer Experience Principles
    • Business Units & Security Roles in Dataverse
    • Lead-to-Cash Sales Process Understanding
  3. General Skills
    • Microsoft Dynamics 365 Environment Overview
    • Web-based Application Navigation
    • Basic Data Governance Concepts

What Will You Learn

    1. Sales Process Management
    2. Lead and Opportunity Tracking
    3. Customer Data Management
    4. Contact and Account Management
    5. Product Catalog and Pricing Configuration
    6. Workflow Automation with Power Automate
    7. Model-Driven App Customization
    8. Views, Dashboards, and Charts Creation
    9. AI-Driven Sales Insights
    10. Customer Engagement Strategies
    11. Business Process Flow Management
    12. Email Templates and Journey Automation
    13. Segmentation and Customer Scoring
    14. Dataverse Data Modeling
    15. Security Roles and Permissions in Dataverse
    16. Integration with Microsoft Teams and Outlook
    17. Dynamics 365 Sales and Customer Insights Integration
    18. Solution Management in Dataverse
    19. Real-Time and Outbound Customer Journeys
    20. Analytics and KPI Tracking for Sales Performance

Key Features

Course Curriculum

1. Overview of Dynamics 365 ecosystem
2. Customer experience & sales process alignment
3. Licensing & feature overview (standard vs premium)
1. Accounts, Contacts, Activities
2. Leads, Opportunities, and the Lead-to-Cash lifecycle
1. Forms, Views, Charts, Dashboards
2. Model-driven app personal settings
1. Forecasts, Goals, and Sales KPIs
2. Sales Insights
1. Microsoft Teams integration
2. Dynamics 365 App for Outlook deployment
1. Dataverse tables, columns, relationships
2. Business rules & calculated fields
1. Business Units, Security Roles
2. Row ownership, sharing, hierarchy security
1. Connectors, triggers, and actions
2. Automating notifications and approvals
1. Solution layers, publishers, environments
2. Exporting and importing solutions
1. Connecting to multiple data sources
2. Creating unified customer profiles
1. Segmentation, measures, and KPIs
2. Predictive scoring
1. Data refresh & unification
2. Permissions and compliance considerations
1. Real-time vs Outbound journeys
2. Sales-related process support
1. Email templates, triggers, conditions
2. Multi-step journeys for sales processes
1. Dynamics 365 Sales + CI Journeys integration
2. Triggering journeys from opportunities
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1-800-7430-173 (US Toll Free)
+91 7240740740 (India)
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Course Fees

Online Class Room Program

US $ 999.00
100% Money Back Guarantee
  • Duration : 30 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 02 Jun 2026
  • Weekday Batch 08 Jun 2026
  • Weekend Batch 06 Jun 2026

Corporate Training

Corporate Training
  • Customized Training Delivery Model
  • Flexible Training Schedule Options
  • Industry Experienced Trainers
  • 24x7 Support
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Microsoft Dynamics 365 Sales & Customer Experience Certification

Upon successful completion of the Microsoft Dynamics 365 Sales & Customer Experience course and hands-on assessments, learners will receive a Microsoft Dynamics 365 Sales and Customer Experience Certification from igmGuru. This certification validates your skills in managing sales processes, automating workflows, and leveraging Microsoft Dynamics 365 Sales to enhance customer engagement and business outcomes.

Microsoft Dynamics 365 Sales & Customer Experience Certification

Reviews

Rating 4/5 based on 1 reviews
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Meera Mehta
Meera Mehta
06-Oct-2025

Helpfull training

The trainer was excellent

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