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SALES AND MARKETING   

Microsoft Dynamics 365 Sales (CRM) Training

Hands-On Microsoft Dynamics 365 Sales (CRM) Training

Build practical Microsoft Dynamics 365 Sales CRM skills to manage leads, opportunities, customer relationships, sales pipelines, forecasting, and reporting with real-world, hands-on training.

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Why Choose Us?

Discover key features that set our training apart.

Expert-Led Training

Learn from certified instructors with real-world industry experience.

Hands-On Learning

Practical assignments and projects to build job-ready skills.

Globally Recognized Certificate

Earn a professional certificate to boost your career opportunities.

Course Overview
  

Course Overview

Microsoft Dynamics 365 Sales is a leading cloud-based Customer Relationship Management (CRM) platform that empowers organizations to streamline sales operations, manage customer relationships, improve sales productivity, and accelerate revenue growth. By providing a unified view of customers, sales activities, opportunities, forecasts, and performance metrics, Dynamics 365 Sales enables teams to make informed decisions and deliver personalized customer experiences throughout the sales lifecycle.

The Microsoft Dynamics 365 Sales (CRM) Training offered by myTectra is a comprehensive, hands-on program designed to help sales professionals, CRM users, administrators, consultants, and business leaders master the capabilities of Dynamics 365 Sales. Participants will learn how to create and manage customer organizational structures, maintain customer information, manage leads and opportunities, automate sales processes, track customer interactions, generate accurate forecasts, leverage AI-powered insights, and optimize overall sales performance.

Through instructor-led demonstrations, practical labs, real-world scenarios, case studies, and project-based learning, learners will gain the skills required to effectively use Dynamics 365 Sales to manage customer relationships, improve sales efficiency, and drive business success.

  

Course Outcomes

Upon successful completion, participants will be able to:

Navigate & use Microsoft Dynamics 365 Sales effectively.
Navigate & use Microsoft Dynamics 365 Sales effectively.
Create & manage customer organizational structures.
Create & manage customer organizational structures.
Capture, qualify, and convert leads efficiently.
Capture, qualify, and convert leads efficiently.
Manage sales opportunities and pipelines confidently.
Manage sales opportunities and pipelines confidently.
Standardize and automate sales processes.
Standardize and automate sales processes.
Generate meaningful reports and sales dashboards.
Generate meaningful reports and sales dashboards.
Improve forecasting accuracy and pipeline visibility.
Improve forecasting accuracy and pipeline visibility.
Utilize AI-powered sales insights and recommendations.
Utilize AI-powered sales insights and recommendations.
Increase sales productivity through automation.
Increase sales productivity through automation.
Support business growth through effective CRM adoption.
Support business growth through effective CRM adoption.
  

Course Outline

Module 1: Introduction to Microsoft Dynamics 365 Sales

Understanding CRM and Dynamics 365 Sales

CRM Fundamentals
  • Introduction to Customer Relationship Management
  • Benefits of CRM in Modern Sales Organizations
  • Microsoft Dynamics 365 Ecosystem Overview
  • Dynamics 365 Sales Features and Capabilities
  • Cloud-Based CRM Architecture
  • Sales Lifecycle Management
  • Dynamics 365 Licensing and Deployment Models
  • Business Use Cases and Industry Applications
Practical Exercise
  • Exploring the Dynamics 365 Sales Environment
Module 2: Create and Manage Customer Organizational Structure

Building a Strong Customer Foundation

Organizational Structure Management
  • Understanding Accounts and Contacts
  • Creating Customer Organizations
  • Managing Parent and Child Account Relationships
  • Organizational Hierarchies
  • Multiple Business Unit Management
  • Customer Relationship Mapping
  • Contact Association Strategies
  • Account Segmentation and Classification
Data Management Best Practices
  • Data Quality Standards
  • Duplicate Detection and Prevention
  • Data Import and Export
  • Data Governance Principles
  • Customer Data Maintenance
Practical Exercise
  • Customer Organizational Structure Workshop
Module 3: Manage Customer Information

Creating a Complete Customer View

Customer Information Management
  • Managing Customer Accounts
  • Contact Information Management
  • Customer Profiles and Preferences
  • Communication History Tracking
  • Notes and Attachments
  • Customer Activity Timelines
  • Customer Lifecycle Tracking
  • Relationship History Management
Customer Engagement Tracking
  • Email Activities
  • Phone Calls
  • Meetings and Appointments
  • Follow-Up Activities
  • Customer Communication Records
Practical Exercise
  • Customer Data Management Lab
Module 4: Lead Management in Dynamics 365 Sales

Capturing and Converting Sales Opportunities

Lead Lifecycle Management
  • Lead Creation and Import
  • Lead Assignment Processes
  • Lead Qualification Frameworks
  • Lead Scoring Concepts
  • Sales Readiness Assessment
  • Lead Nurturing Activities
  • Marketing-to-Sales Handoff
  • Lead Conversion Best Practices
Practical Exercise
  • Lead Qualification and Conversion Workshop
Module 5: Opportunity Management

Managing Revenue Opportunities

Opportunity Lifecycle
  • Creating Opportunities
  • Sales Stage Management
  • Opportunity Qualification
  • Revenue Estimation
  • Competitor Tracking
  • Stakeholder Management
  • Opportunity Activities
  • Opportunity Closure Processes
Opportunity Optimization
  • Risk Assessment
  • Deal Prioritization
  • Pipeline Management
  • Opportunity Acceleration Strategies
Practical Exercise
  • Opportunity Management Simulation
Module 6: Manage the Sales Process

Standardizing Sales Execution

Sales Process Management
  • Business Process Flows
  • Guided Selling Frameworks
  • Sales Methodology Alignment
  • Activity Management
  • Task Scheduling
  • Customer Journey Alignment
  • Sales Stage Tracking
  • Follow-Up Management
Sales Documentation
  • Product Catalog Management
  • Price Lists
  • Quote Creation
  • Sales Orders
  • Order Processing
  • Sales Documentation Management
Practical Exercise
  • Sales Process Configuration Workshop
Module 7: Relationship Management and Sales Intelligence

Strengthening Customer Relationships

Relationship Management
  • Customer Interaction Tracking
  • Relationship Health Monitoring
  • Stakeholder Engagement Management
  • Relationship Mapping
  • Customer Communication Planning
  • Strategic Account Management
  • Customer Engagement Strategies
  • Customer Retention Support
Relationship Intelligence
  • Relationship Analytics
  • Engagement Scoring
  • Communication Insights
  • Relationship Trends
  • Customer Sentiment Indicators
Practical Exercise
  • Relationship Management Workshop
Module 8: Manage Relationship and Sales Analysis

Transforming Data into Insights

Sales Analytics
  • Sales Performance Dashboards
  • Opportunity Analytics
  • Pipeline Analysis
  • Revenue Trends
  • Conversion Metrics
  • Customer Engagement Metrics
  • Win/Loss Analysis
  • Sales Activity Reporting
Reporting and Visualization
  • Standard Reports
  • Custom Reports
  • Interactive Dashboards
  • KPI Monitoring
  • Executive Reporting
Practical Exercise
  • Dashboard and Reporting Lab
Module 9: Improve Sales Performance

Driving Productivity and Revenue Growth

Performance Management
  • Sales Goals and Targets
  • Territory Management
  • Quota Tracking
  • Team Performance Analysis
  • Revenue Performance Monitoring
  • Activity Effectiveness Tracking
  • Performance Reviews
  • Continuous Improvement Strategies
Sales Productivity Tools
  • Sales Accelerator
  • Task Prioritization
  • Email Templates
  • Sales Sequences
  • Productivity Workspaces
Practical Exercise
  • Sales Performance Optimization Workshop
Module 10: Sales Forecasting and Pipeline Management

Building Predictable Revenue

Forecasting Fundamentals
  • Forecast Categories
  • Pipeline Health Analysis
  • Revenue Forecasting
  • Opportunity Weighting
  • Forecast Accuracy Management
  • Sales Projections
  • Management Reporting
  • Strategic Revenue Planning
Practical Exercise
  • Forecast Creation and Analysis Workshop
Module 11: AI-Powered Selling and Sales Insights

Leveraging Intelligent Sales Capabilities

Dynamics 365 Sales Insights
  • Predictive Lead Scoring
  • Opportunity Scoring
  • Relationship Analytics
  • Conversation Intelligence
  • Engagement Analytics
  • AI Recommendations
  • Intelligent Forecasting
  • Sales Performance Insights
Microsoft Copilot for Sales
  • AI-Powered Opportunity Summaries
  • Intelligent Email Drafting
  • Meeting Preparation Assistance
  • Customer Insights Generation
  • Productivity Enhancement
Practical Exercise
  • Sales Insights and AI Workshop
Module 12: Workflow Automation and Business Rules

Automating Sales Operations

Automation Capabilities
  • Business Rules
  • Workflow Creation
  • Automated Notifications
  • Approval Processes
  • Task Automation
  • Lead Assignment Automation
  • Follow-Up Automation
  • Productivity Workflows
Practical Exercise
  • Workflow Automation Lab
Module 13: Integration with Microsoft Business Applications

Extending CRM Functionality

Microsoft Ecosystem Integration
  • Outlook Integration
  • Microsoft Teams Integration
  • Excel Integration
  • SharePoint Integration
  • Power BI Integration
  • Power Automate Integration
  • Copilot Integration
  • Collaboration Best Practices
Practical Exercise
  • Integration Configuration Workshop
Module 14: Security, Governance, and Administration

Managing CRM Security and Compliance

Security Administration
  • Security Roles
  • User Management
  • Teams and Permissions
  • Record Ownership
  • Data Access Controls
  • Audit Tracking
  • Compliance Requirements
  • Governance Best Practices
Practical Exercise
  • Security Configuration Lab
Module 15: Dynamics 365 Sales Best Practices

Optimizing CRM Success

CRM Excellence Framework
  • CRM Adoption Strategies
  • Data Quality Management
  • Sales Process Optimization
  • Reporting Best Practices
  • User Productivity Improvements
  • Customer Engagement Excellence
  • Forecasting Best Practices
  • Continuous CRM Improvement
Practical Exercise
  • CRM Optimization Assessment
Capstone Project

End-to-End Dynamics 365 Sales Lifecycle Management

Participants will:

  • Create customer organizational structures
  • Manage customer information
  • Capture and qualify leads
  • Manage opportunities
  • Configure sales processes
  • Track customer relationships
  • Generate forecasts
  • Build dashboards and reports
  • Automate workflows
  • Utilize AI-powered insights

Final Deliverables

  • Customer Organization Structure
  • CRM Data Management Plan
  • Lead Qualification Process
  • Opportunity Pipeline
  • Sales Dashboard
  • Forecast Report
  • Workflow Automation Design
  • CRM Optimization Strategy

Join the Course Now!
  

Clients Testimonials

Hear what our learners say about myTectra!

"Our team had recently moved to Dynamics 365 Sales, and this training helped bridge the gap between basic usage and practical application. The hands-on exercises around lead management, opportunity tracking, and dashboards were especially useful. I now use the platform much more effectively in my daily work."
Usha Kumari
CRM Analyst
"The trainer explained Dynamics 365 Sales in a structured and easy-to-follow manner. I particularly liked the sessions on workflow automation and sales forecasting because they addressed real challenges we face in our organization. The practical labs made the learning experience much more valuable."
Harsha M
Sales Operations Manager
"Several CRM training focus heavily on theory, but this program was very hands-on. Building customer records, managing opportunities, and working with reports inside the system gave me confidence to handle Dynamics 365 independently. The examples were relevant and closely matched real business scenarios."
Siva Samtani
Business Development Lead
"Getting visibility into customer interactions and sales performance has become much easier after attending this course. The modules covering relationship management, AI-powered insights, and Power BI integration were particularly informative. It was a well-organized training that delivered practical knowledge from start to finish."
Gaurav Thakur
Senior Account Manager

FAQ's

What is the duration of this course?

The total course duration is 24 Hours delivered via instructor-led sessions and practical labs.

Will I get placement assistance?

myTectra is providing 100% placement assistance on our key courses. We help you with the career counselling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.

Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.

Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25, 000 to all myTectra students which will help you to attend the interviews with more confidence.

What if I miss a class?

You will never miss a lecture at myTectra. You can choose either of the two options:

Classroom Training:

  • If you miss one or few classes we can give a backup class based on trainer and your convenient time. 
  • In case if you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many courses topics you have completed so far.

Live-Online Training:

  • View the recorded session of the class available in your LMS.
  • You can attend the missed session, in any other live batch.
Can I attend a demo session before enrollment?

Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form below to schedule a free demo.

What if I have more queries?

Just give us a CALL at +918047112411 OR email at support@mytectra.com

What are the payment options?

Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.

  • Visa Debit/Credit Card
  • American Express and Diners Club Card
  • Master Card
  • PayPal
  • Net Banking/Wire Transfer
  • UPI Payment such as Google Pay, PhonePe, Paytm
  • Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?

For Individual: 

Classroom Training - Bangalore

Live-Online Training - Globally 

For Corporates: 

Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!

Online Training - Globally

* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.

Who are the Trainers?

Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.

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