25,000+ Courses Nationwide
0345 4506120

Introduction to Dynamics 365 Sales

This one-day introduction to Dynamics Sales course is aimed at delegates who are completely new to the Dynamics system. The course covers logging into a Dynamics online platform, navigating the screens, searching, finding and creating records, as well as exporting to Excel and using the Dynamics 365 App for Outlook.

Following this course delegates may look to expand their Dynamics 365 Sales knowledge and take course MB210 Dynamics 365 Customer Engagement for Sales

Select specific date to see price, venue and full details.

Course Content

Module 1: Introduction to Microsoft Dynamics 365 Sales Management

  • What is Dynamics 365
  • Main Record Types

Module 2: Navigating the Dynamics 365 Sales Hub

  • Opening the Dynamics 365 Sales Hub
  • The site map and Dynamics 365 Sales app screen
  • Using the Site Map for Navigating between Entities and Dashboards
  • Personal Options
  • Lab: Navigating the Sales Hub

Module 3: Using Views & Dashboards

  • What is a view?
  • Switching between views
  • Viewing charts & Dashboards
  • Lab: Views, Dashboards & Defaults

Module 4: Searching for Records

  • The alphabet bar, sorting & filtering
  • Quick Find
  • Advanced Find
  • Creating a personal view
  • Lab: Searching for Records and Creating a Personal View

Module 5: Working with Contacts, Accounts & Competitors

  • Working with Records
  • Create a New Record
  • Mandatory & Recommended Fields
  • Working the different Field Types
  • Working with Subgrids
  • Lab A Create a New Contact
  • Lab B Create a New Account

Module 6: Creating Activity Records

  • Working with the Timeline
  • Creating Activities
  • Lab A Creating Activity Records
  • Lab B Emailing Sales Literature to a Customer

Module 7: Working with Leads & Opportunities

  • Creating Leads
  • Lab A Create a New Lead
  • Convert Email Records to Leads
  • Working with Leads
  • Lab B Creating & Qualifying Leads
  • Working with Opportunities
  • Creating Opportunities
  • Lab C Completing an Opportunity

Module 8: Exporting to Excel

  • Types of Excel Export
  • Lab Exporting Opportunities to Excel

Module 9: Dynamics 365 App for Outlook

  • Using the App for Outlook
  • Tracking Emails
  • Lab Using the Dynamics 365 App for Outlook (Optional)

Module 10: Creating Dashboards (module for Super Users)

  • Lab Creating a Personal Dashboard

Related Courses

Privacy Notice

In order to provide you with the service requested we will need to retain and use your contact information in accordance with our Privacy Notice. If you choose to provide us with this information you explicitly consent to us using the information as necessary to provide the requested service to you. If you do not agree please do not proceed to request the service from us.

Marketing Permissions

Would you like to receive our newsletter and other information on products and services which we think will be of interest to you by email. We will always treat your information with care and in accordance with our Privacy Notice. You are free to withdraw this permission at any time.


We work with the best