Description
Dynamics 365 for Sales Training – Level 2
Our Microsoft Dynamics 365 for Sales Training is the best available. Our instructors are some of the top experts in the Dynamics 365 (CRM) channel. All of our trainers have 10+ years of experience not only training on Dynamics 365 but also helping businesses implement the platform and using it firsthand daily. This enables us to deliver the best training content incorporating many valuable perspectives into the content.
All courses include hands-on exercises and quizzes to reinforce the knowledge.
All courses are recorded and attendees have unlimited access to the on-demand recordings.
This course is held online using our web-based training system.
Duration: 4-hours
Pre-requisites – None
Dynamics 365 for Sales Training – Level 2 is for the new sales user or those that want to learn intermediate use of the sales module. This course covers how to use Dynamics 365 Sales as a sales professional. Topics include:
- Using Dynamics 365 Dashboards
- Views
- Using Advanced Find to Query Records
- Using Word Templates
- Exporting Records to Excel
- Email Templates
- Tracking Emails
- Document Management
After attending this course sales professionals will be able to use the intermediate tools in the sales module – effectively use dashboards and views, query records, use document templates, export records to Excel, use the built-in email functionality, and manage documents.
