Microsoft Dynamics 365 Sales Training Videos for Sales Professionals

With our Microsoft Dynamics sales training program, you’ll find video tutorials, quizzes, skit videos and written instructions to help you get the most out of your Dynamics 365 solution.

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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.

 

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Sales Training Contains Detailed Lessons on…

  • Understanding CRM
  • Learning basic terminology
  • Answers to common concerns
  • Understanding your resources
  • Logging in
  • Navigating the System
  • Adjusting Personal Options
  • Accounts
  • Contacts
  • Opportunities
  • Activities
  • Outlook Integration
  • Dashboards
  • Advanced Finds
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Plus:

  • Interactive Activities
  • Quizzes
  • Additional Resources
  • Hilarious skit videos

 

Featured Microsoft Dynamics Sales Training Videos

 

What is CRM?

Get the 101 on this powerful customer relationship management system.

Navigating the System

 

Learn the ins and outs to easily get started.

Tracking an Email – Outlook

 

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

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