Microsoft Dynamics 365 Sales Training Videos for Sales Professionals

If you’re a sales representative, you’ve come to the right place.

With our D365 courses, you’ll have access to everything you need to know about getting started with Microsoft Dynamics 365 Sales, setting up accounts, managing opportunities, and integrating with Outlook.

You’ll quickly be able to move opportunities through sales stages and track progress so you can meet and exceed your quota. Maximizing Dynamics 365 Sales starts with these helpful tutorials.

Just navigate to the videos and instructions below to get started.

Microsoft Dynamics Sales Training Video Tutorials

• Introduction to Dynamics 365 Sales: Gain a greater understanding of what a CRM solution like Dynamics 365 Sales is capable of and how to use it to save time, centralize information, manage your workflow, upsell and cross-sell, and keep customers happy.
• Getting Started: Get a clear picture of how to log in, create desktop shortcuts, change passwords, navigate the system, and troubleshoot.
• Accounts, Contacts, and Opportunities: Discover how to create and manage your accounts and contacts and move opportunities through your sales stages.
• Activities: Learn how to add tasks, phone calls, appointments, and create emails.
• Outlook Email Integration: We’ll show you how to track an email and create an activity from Outlook.
• Dashboards: Understand more about how the default and personal dashboards work.

Featured Microsoft Dynamics Sales Training Videos

Tracking an Email – Outlook

Get a quick tutorial on one of the functions you’ll use the most in this platform.