This course introduces the capabilities of Sales Management in Microsoft Dynamics 365 Customer Engagement that allow you to track and manage the sales process from potential to close. This course provides insight on sales process information, and introduces the tools available to analyze and report on sales information. This course guides you through the tools that help make the internal processes simpler and easier so your sales force can focus on what is important-creating a differentiated experience for your customers.
This course is intended for sales managers, customer service managers, business analysts, CRM administrators, users in operational roles, key functional users, implementation consultants and any other roles in the organization who want to gain foundational knowledge of the applications functionality as well as configuration and customization capabilities.
Our current on-demand training content was recorded in 2019 and based on Microsoft’s latest approved training material at that time. We cannot supply a CRM training environment as depicted in the course content, however a Microsoft trials instance can be used to follow-along with the labs and demonstrations (the course includes information on how to set this up). If you have access to a Sandbox environment, that can work as well. If you wish to purchase an Azure demo instance for multiple users, please contact us at firstname.lastname@example.org.