Microsoft Dynamics 365 Technical Workshop: Optimize Sales Process with Dynamics 365 Sales

Course Description

This SkillDynamo course develops practical, role-relevant capability in assessing and optimizing sales processes with Dynamics 365 Sales configuration, automation, analytics, integration, and adoption. The learning path progresses from essential concepts and planning to implementation, validation, troubleshooting, and operational use.

Learners work through realistic scenarios, guided demonstrations, applied exercises, and evidence-based reviews. Every topic is connected to workplace responsibilities, common risks, quality controls, and measurable outcomes.

The course helps professionals make informed decisions, identify failure points, communicate results, and create an actionable improvement plan for future projects.

What You Will Learn

• Map current sales stages, users, data, activities, delays, handoffs, risks, controls, and business outcomes
• Define target processes, ownership, automation, user experience, metrics, and implementation priorities
• Configure forms, views, business rules, business process flows, lead qualification, opportunity stages, and activities
• Use workflows, Power Automate, notifications, approvals, assignments, and exception handling
• Configure products, pricing, forecasting, goals, dashboards, visualizations, and sales-insight capabilities
• Analyze conversion, velocity, pipeline quality, activity, revenue, risk, and forecast accuracy
• Connect Outlook, Teams, Power Platform, Customer Voice, and approved data sources
• Plan security, testing, training, champions, support, adoption, measurement, and continuous improvement

SkillDynamo Training Approach

SkillDynamo delivers this course through demonstrations, hands-on exercises, scenario analysis, validation checklists, structured troubleshooting, solution reviews, and a final improvement plan. Learners repeatedly practice planning, implementation, evidence collection, testing, correction, and communication so the skills transfer confidently into real workplace situations.