D365 Sales
A Customer Relationship Management (CRM) application that helps organizations manage leads, customers, sales opportunities, quotations, orders, and customer interactions.
Microsoft Dynamics 365 Sales is a Customer Relationship Management (CRM) application that helps organizations manage leads, customers, sales opportunities, quotations, orders, and customer interactions. It enables sales teams to increase productivity, improve customer engagement, and accelerate revenue growth through automation, analytics, and AI-driven insights.
D365 Sales integrates with:
Who Can Learn?
- Sales Professionals
- CRM Professionals
- Business Analysts
- Dynamics 365 Functional Consultants
- Customer Relationship Managers
- Marketing Professionals
- Project Managers and Team Leads
- IT Professionals
- Developers
- Freshers and Graduates
A structured path from Dynamics 365 Sales fundamentals to advanced features, hands-on labs, automation, reporting, AI capabilities, and a complete end-to-end Lead-to-Cash implementation.
1 Introduction to Dynamics 365 CRM
Overview of Microsoft Dynamics 365 · CRM Concepts and Business Benefits · Dynamics 365 Sales Overview · Licensing and Deployment Options · Navigation and User Interface · Security Concepts and Business Roles
2 Sales Process Overview
Lead to Cash Process · Sales Lifecycle · Sales Pipeline Management · Sales Stages · Business Process Flows · Sales Best Practices
3 Customer Management
Accounts · Contacts · Relationships · Hierarchies · Customer Insights · Data Management
4 Lead Management
Creating Leads · Lead Qualification · Lead Scoring · Lead Assignment · Duplicate Detection · Lead Conversion
5 Opportunity Management
Creating Opportunities · Opportunity Lifecycle · Sales Stages · Competitors · Stakeholders · Closing Opportunities
6 Product Catalog Management
Units and Unit Groups · Product Families · Products · Price Lists · Discount Lists · Product Bundles
7 Quotes, Orders & Invoices
Creating Quotes · Quote Revision · Quote Activation · Converting Quote to Order · Sales Orders · Invoice Creation · Order Fulfillment Process
8 Sales Forecasting
Forecast Categories · Forecast Configuration · Sales Targets · Pipeline Forecasting · Territory Forecasts · Forecast Analysis
9 Activities & Productivity
Phone Calls · Emails · Appointments · Tasks · Notes · Timeline · Activity Tracking
10 Microsoft Outlook & Teams Integration
Outlook App · Email Tracking · Microsoft Teams Integration · Collaboration · Meeting Management · Document Sharing
11 Sales Dashboard & Reporting
Personal Dashboards · System Dashboards · Charts · Views · Excel Export · Advanced Find · Basic Reporting
12 Customer Relationship Management
Customer Timeline · Relationship Assistant · Sales Accelerator · Conversation Intelligence · Customer Engagement
13 Security & Administration
Business Units · Users · Teams · Security Roles · Field Security · Record Ownership · Sharing Records
14 Business Rules & Automation
Business Rules · Business Process Flows · Workflows (Classic) · Power Automate Integration · Email Notifications · Approval Processes
15 AI Features in Dynamics 365 Sales
Microsoft Copilot for Sales · Opportunity Scoring · Predictive Forecasting · Relationship Analytics · Conversation Intelligence · AI-generated Email Assistance
16 Data Management
Import Data · Export Data · Duplicate Detection · Data Mapping · Bulk Edit · Data Cleansing
17 Integration
Microsoft 365 Integration · Excel Integration · SharePoint Integration · Microsoft Teams Integration · Power BI Integration · Power Apps Overview
18 Mobile Application
Dynamics 365 Mobile App · Mobile Navigation · Offline Mode · Mobile Sales Activities · Mobile Dashboards
19 Hands-on Practical Exercises
Create Customers · Create Leads · Qualify Leads · Create Opportunities · Manage Products · Generate Quotes · Convert to Orders · Create Invoices · Track Activities · Generate Reports
20 Real-Time Business Scenarios
Lead Management Scenario · Customer Follow-up · Sales Pipeline Management · Quote to Cash Process · Opportunity Closure · Sales Performance Analysis
Who Can Learn
- Sales Executives
- Sales Managers
- CRM Administrators
- Business Analysts
- Functional Consultants
- Customer Success Managers
- Marketing Professionals
- Freshers and Graduates
- ERP/CRM Professionals
- Microsoft Dynamics 365 Aspirants
- Basic understanding of Sales and CRM concepts
- Familiarity with Microsoft 365 applications
- No prior Dynamics 365 experience required
| Level | Duration |
|---|---|
| Fundamentals | 16–20 Hours |
| Functional Training | 30–40 Hours |
| Advanced with Projects | 45–60 Hours |
| Corporate Training | 5–7 Days |
| Certification Preparation | 40–50 Hours |
Dynamics 365 Sales is a powerful CRM solution that helps organizations manage the entire sales cycle—from lead generation and opportunity management to quotes, orders, and customer relationship tracking. With built-in automation, analytics, AI capabilities, and integration with Microsoft products, it enables sales teams to sell more effectively and improve customer satisfaction.