linkedin behance facebook instagram odnoklassniki twitter vimeo vk youtube logo-edx
Skip to main content

Dynamics 365 for customer engagement for Sales

Sales management is a key aspect of any customer relationship management strategy. Microsoft Dynamics 365 for Sales has many features that organizations can use to manage the sales process with their customers to close deals faster.

About this course

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.

Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.

What you'll learn

After completing this course, you will be able to:

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure product catalog
  • Manage customer records
  • Utilize analytics tools with customer data


Before attending this course, students must have:

  • A basic understanding of the need for sales tools.

Course Syllabus

Module 1: Sales Overview

Description: In this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.

Brief objectives: After completing this module, you will be able to: Install and configure the sales application. Identify common sales scenarios.

  • Lesson 1: Sales overview
  • Lesson 2: Configuring Sales
  • Lesson 3: Module summary

Module 2: Working with Opportunities

Description: In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.

Brief objectives: After completing this module, you will be able to: Create customer records. Use sales tooling.

  • Lesson 1: Manage customers
  • Lesson 2: Working with opportunities
  • Lesson 3: Embedded intelligence
  • Lesson 4: Playbooks
  • Lesson 5: Integrated sales tools
  • Lesson 6: Module summary

Module 3: Quotes to Orders

Description: In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.

Brief objectives: After completing this module, you will be able to: Create and use the product catalog. Add quotes to opportunities. Complete a sale with an order.

  • Lesson 1: Order processing overview
  • Lesson 2: Manage product catalog
  • Lesson 3: Create and manage quotes
  • Lesson 4: Create and manage orders and invoices
  • Lesson 5: Module summary

Module 4: Sales Analytics and Insights

Description: In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.

Brief objectives: After completing this module, you will be able to: Create and use goals. Integrate with PowerBI. Enable Sales AI functionality.

  • Lesson 1: Overview
  • Lesson 2: Power BI
  • Lesson 3: AI for Sales
  • Lesson 4: Module summary

Course Staff

Julie Yack

Julie Yack

Microsoft MVP

Trainer. Author. Mentor. Learner. Advocate. Problem-solver. Photographer. Globetrotter. Julie Yack is a Microsoft Dynamics MVP serving clients around the globe. Julie is an accomplished author and publisher with several books on different technologies under her belt. Julie is a community leader; nationally, locally and online, serving on education committees and curriculum boards in Colorado, meeting with elected officials in Washington D.C., and as a founding member of and xRMVirtual online user group communities. Julie loves to spend her free time traveling with her husband and always looks forward to coming home to Colorado.

David Yack

David Yack

Microsoft MVP

David is the CTO of Colorado Technology Consultants based in Colorado. He is recognized as a Microsoft Regional Director and a Microsoft MVP. As a senior hands’ on technology and business consultant with over 20 years of industry experience, David enjoys developing applications on the Microsoft platforms, specializing in large system architecture and design. David focus is on helping clients migrate and build new applications on Microsoft technologies, as well as helping to mentor and train their staffs. David is a is a frequent speaker/trainer at user group, industry events and private company events around the world. Antarctica is the only continent David hasn't been on and he is accepting invitations. David has been on the author team of multiple .NET and Dynamics related books . He lives in Colorado with his wife. You can read his blogs at

Mark Smith

Mark Smith

Microsoft MVP

Mark also known as nz365guy has been a Microsoft Certified Trainer for over ten years. He is worked with Microsoft Business Applications for over 15 years in various countries around the world for companies large and small. Mark cares about the people in this industry and wants to do everything he can to see as many people skilled and enabled to maximise their lives and careers. He can be found online at and is always open to helping anyone in the Microsoft Business Applications community to reach their full potential. Feel free to connect with him today.

George Doubinski

George Doubinski

Microsoft MVP

Architect. Coder. Author. Blogger. Speaker. Trainer. Specialist in all things difficult. If you cannot find George online committing code to github, writing for, talking on, or presenting at a conference, it must be a rare occasion when he sleeps, spends time with the family or travels from A to B.