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Duration: 1 day
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Course 816705

Price: $695, Length: 1 day

Dynamics 365 Sales & Sales Apps Workshop (CRM) MB2-717

This one day workshop provides Sales People, Managers and Business Analysts the skills to manage a salesforce and increase sales using the Sales module and Sales App in Microsoft Dynamics 365 (CRM 2016).

In this workshop, we'll work with Dynamics 365 to establish a Sales Process, Lead Qualification, Account Creation, Contact Management, Opportunity, to Product, Quote, Order and Invoice. In the class will discuss the Dynamics 365 Sales Force Automation tools: Relationship Assistant, Relationship Insights, and Email Engagement, Sales App and Sales Hub. In addition, we will look at LinkedIn Sales Navigator and InsideView for lead Generation.

Corresponding exam: MB2-717: Microsoft Dynamics 365 for Sales

Who should Attend:

The Primary audience for this workshop is Sales People, Managers and Business Analysts and anyone involved in Lead Generation.

After completing this workshop, students will be able to understand and/or be able to:

  • Setup Dynamics 365 for Sales for your organization
  • Choose the feature and functions that will benefit your organization
  • Work with The Sales and Sales Hub apps
  • Keep track of customers
  • Manage the sales process
  • Create a marketing campaign
  • Create and manage goals
  • Import and export data
  • Use Mobile Devices for Sales
  • Get better sales performance, intelligence and results!

Course Outline

Module 1: Dynamics 365 CRM for Sales Management


  • An overview of Dynamics 365 Microsoft’s Customer Relationship Management (CRM) software.
  • Upgrading from Salesforce or a prior version of Dynamics CRM
  • Dynamics CRM and the alignment of licenses to Dynamics 365
  • The Sales Apps that are available for Dynamics 365: Browser, Tablet, Phones, Sales App, Outlook Client
  • Navigation and using the feature of Dynamics 365for sales
  • Easy task to get started: Importing leads, contacts, tracking a phone call or email

Module 2: Planning how your organization will use Dynamics 365


  • Adjust the features and function to match your organization’s specific needs.
  • Learn the choices available to you
  • Choose features to enable Dynamics 365 for your specific company’s needs.
  • Work with and re-design the sales process and related entities:
    • Leads
    • Accounts
    • Contacts
    • Opportunities
    • Products (Product Line Items)
    • Quotes
    • Orders
    • Invoices

  • Importing your contacts or leads to start

Module 3: Selling with Dynamics 365 Sales Apps and Sales Hub


  • Working with the Sales modules of D365 (CRM)
  • Example of how companies are using D365 (CRM)
  • The default sales (three step) process
  • Example of four and five step lead qualification processes
  • Dynamics 365 for Sales standard sales process
  • Taking sales from leads to orders
  • How to create and edit a lead
  • Lead Qualification and converting leads
  • Why retain closed leads
  • How to and why Reopen a lead
  • Creating an opportunity
  • Close an opportunity and next step
  • Create or edit a quote
  • Create or edit an order
  • Create or edit an invoice

Module 4: Setting up Sales Management for your organization


  • Matching your sales style to the Dynamics 365 platform
  • Features and functions to support a sales organization
  • Features you can use to track sales
  • Focusing your organization on sales activities

Module 5: Additional Sales Components


  • Sales Connections and Associations
  • Sales Literature
  • Tracking Competitors

Module 6: Managing Sales Opportunities


  • Qualified Leads
  • Creating Customer Quotes
  • Closing Opportunities

Module 7: Working with the Product Catalog


  • Products
  • Price List
  • Unit of Sales
  • Discount Price List
  • Linking to a Products in an accounting system

Module 8: Sales Administration


  • Mapping Sales Processes to Business Flows
  • Tracking your sales efforts with activities

Module 9: Monitoring Sales progress with Sales Analysis

  • Creating and Using Charts
  • Creating Dashboards
  • Standard Templates by sales role

Module 10: Working with Sales Metrics and Goals

  • Establishing Sales Goals
  • Sales Metrics
  • Tracking Sales Progress

Module 11: Workshop Review

  • Sales Apps that are available for Dynamics 365
  • Planning how your organization will use Dynamics 365
  • Selling with Dynamics 365 Sales Apps and Sales Hub
  • Setting up Sales Management for your organization
  • Additional Sales Components
  • Managing Sales Opportunities
  • Working with the Product Catalog
  • Sales Administration
  • Monitoring progress with Sales Analysis
  • Working with Sales Metrics and Goals
  • Preparing for the Microsoft Dynamics 365 for Sales Exam MB2-717


This course requires that you meet the following prerequisites:

  • Basic computer entry skills, such as MS Word

*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.

816705Dynamics 365 Sales & Sales Apps Workshop (CRM) MB2-717