Microsoft Dynamics 365 Sales CRM Essentials

Course Description

This SkillDynamo course develops practical, role-relevant capability in using Dynamics 365 Sales CRM to manage customer data, leads, opportunities, products, forecasting, automation, collaboration, and sales reporting. 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

• Navigate Dynamics 365 Sales, configure personal options, understand Dataverse, and maintain account and contact records
• Manage activities, timelines, notes, relationships, data quality, duplicate detection, ownership, and security
• Capture leads, qualify prospects, create opportunities, manage stakeholders, competitors, stages, and next actions
• Apply business process flows, assignments, sequences, prioritization, collaboration, and pipeline discipline
• Configure products, units, price lists, discounts, quotes, orders, invoices, territories, forecasts, and goals
• Analyze pipeline, conversion, win rate, forecast, revenue, activities, customer relationships, and seller performance
• Use workflows, Power Automate, Outlook, Teams, Excel, Copilot, and approved integrations
• Apply access, privacy, auditing, testing, support, training, adoption, and continuous-improvement controls

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.