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Microsoft Dynamics 365 Sales Quick Start – 1-Day


Remote/web-based, live instructor-led using our advanced web-based training platform. 1-day, Dynamics 365 Sales Quick Start setup training. This course is for the administrator who will perform the initial setup of the system. At the end of this training attendees will be able to perform the basic setup of the system using out-of-box functionality.


Dynamics 365 Sales Setup TrainingDynamics 365 Sales Quick Start – 1 Day

Price includes 2 attendees per company

Duration – 1 Day

Overview – This course is for new Dynamics 365 Sales customers needing to setup the system. During this course attendees will learn how to:

  • Provision the Dynamics 365 for Sales Environment in Microsoft Powerapps
  • Install the Dynamics 365 for Sales Solution
  • Login to Dynamics 365 as an Administrator
  • Assign Dynamics 365 Sales licensing to users
  • Manage users & security roles
  • How to Set Security on Data
  • Review & Set Standard Settings
  • Understand the main areas of Sales – Leads, Opportunities, Accounts, Contacts, and Activities
  • How to Prepare your Data for Import into Dynamics 365
  • Customize Fields and Screens
  • How to Import your Data
  • Setup Dynamics 365 Outlook Integration


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