Skip to main content

Kodestree

India: +91 7204614489
USA: +1 202-555-0100 Dubai: +971 4 000 0000
Blog | Corporate Training 0

Microsoft Dynamics 365 Sales Training

31 Lessons
|
40 hours

Accelerate your customer relationship management skills with kodestree’s Microsoft Dynamics 365 Sales & Customer Experience Training. This course teaches you how to manage sales processes, customer engagement, lead and opportunity management, account management, customer service, case management, automation, reporting, and integration across Microsoft Dynamics 365 applications. Using hands-on exercises and real-world business scenarios, you will gain the practical knowledge required to improve customer experiences and support sales teams with Microsoft Dynamics 365.

Enroll Now
Microsoft Dynamics 365 Sales Training
Share this course

About Course

Prerequisites

  1. Technical & Platform Skills

    • Microsoft Power Apps (Model-Driven Apps)
    • Dataverse Tables, Columns, Relationships
    • Dataverse Security Model
    • Power Automate Basics (Connectors, Triggers, Actions)
    • Dataverse Solutions Management
  2. CRM & Business Concepts

    • Core CRM Entities: Accounts, Contacts, Leads, Opportunities
    • Customer Experience Principles
    • Business Units & Security Roles in Dataverse
    • Lead-to-Cash Sales Process Understanding
  3. General Skills

    • Microsoft Dynamics 365 Environment Overview
    • Web-based Application Navigation
    • Basic Data Governance Concepts

What Will You Learn

    1. Sales Process Management
    2. Lead and Opportunity Tracking
    3. Customer Data Management
    4. Contact and Account Management
    5. Product Catalog and Pricing Configuration
    6. Workflow Automation with Power Automate
    7. Model-Driven App Customization
    8. Views, Dashboards, and Charts Creation
    9. AI-Driven Sales Insights
    10. Customer Engagement Strategies
    11. Business Process Flow Management
    12. Email Templates and Journey Automation
    13. Segmentation and Customer Scoring
    14. Dataverse Data Modeling
    15. Security Roles and Permissions in Dataverse
    16. Integration with Microsoft Teams and Outlook
    17. Dynamics 365 Sales and Customer Insights Integration
    18. Solution Management in Dataverse
    19. Real-Time and Outbound Customer Journeys
    20. Analytics and KPI Tracking for Sales Performance

Course Curriculum

Course Content

Lesson 1 – Introduction to Dynamics 365 Sales

  • Overview of Dynamics 365 ecosystem
  • Customer experience & sales process alignment
  • Licensing & feature overview (standard vs premium)

Lesson 2 – Core Sales Entities & Processes

Lesson 3 – Model-Driven Apps Basics

Lesson 4 – Configuring Dynamics 365 Sales Features

Lesson 5 – Collaboration Features

Lesson 6 – Customization with Power Apps

Lesson 7 – Security & Governance

Lesson 8 – Power Automate for Sales

Lesson 9 – Dataverse Solutions

Lesson 10 – Customer Insights Data Fundamentals

Lesson 11 – Customer Insights Data Enrichment

Lesson 12 – Customer Insights Data Governance

Lesson 13 – Journeys Fundamentals

Lesson 14 – Personalization & Automation

Lesson 15 – Integrations with Sales

₹59,940.00
  • Intermediate
  • 50 Total Enrolled
  • 40 hours Duration
  • September 15, 2026 Last Updated

    Drop Us a Query



    Fields marked * are mandatory

    Request For Live Demo Class

    Self Paced Learning
    ₹59,940.00
    ✓ Refund Policy
    • Duration: 40 hrs
    • 31 Lessons & Practical Labs
    • Lifetime Full Access & Free Upgrades
    • Downloadable Study Materials & Code Labs
    • Recognized Certification of Completion
    • 24x7 Online Support & Learner Forum
    Most Popular
    Online Class Room
    ₹59,940.00
    🛡️ 100% Money Back Guarantee
    • Live Interactive Training: 40 hrs
    • 31 Lessons across 15 Modules
    • Plus Full Self-Paced Access & Recordings
    • Real-World Projects & Case Studies
    • 1-on-1 Doubt Sessions with Industry Experts
    • Exam Prep & Official Certification Support
    • Resume Building & Placement Assistance
    Classes Starting From:
    📅 Fast Track Batch: 27 Sep 2026
    📅 Weekday Batch: 28 Sep 2026
    📅 Weekend Batch: 26 Sep 2026
    One to One Training
    Contact Us
    • 100% Customized Delivery & Curriculum
    • Flexible Schedule as per Learner Convenience
    • Top Tier Industry-Experienced Instructors
    • Tailored Hands-On Project Mentoring
    • Dedicated Interview & Career Guidance
    • 24x7 Dedicated Priority Support
    Contact Us

    Placement Partners

    Hettich
    Bechtel
    Emirates
    Mitsubishi
    Indian Navy
    Tech Mahindra
    AU Small Finance Bank
    Capgemini
    United Nations
    Yash Technologies

    Want to know Today's Offer

    Microsoft Dynamics 365 Sales Training Certification Exam

    Upon completing the Microsoft Dynamics 365 Sales Training, you will receive a globally recognized certification that validates your expertise in professional skills and industry best practices. This certification is a testament to your practical knowledge, hands-on skills, and professional readiness.

    The Technology certification exam assesses your ability to apply real-world concepts, tools, and techniques learned during the course. Certified professionals are in high demand across industries, opening doors to exciting career opportunities and higher salary potential.

    Our certification is recognized by top employers and organizations worldwide. Whether you are looking to advance your current career, switch to a new role, or demonstrate your expertise to clients, this certification gives you the competitive edge you need in today’s fast-paced technology landscape.

    Read more
    Microsoft Dynamics 365 Sales Training

    Frequently Asked Questions

    The Microsoft Dynamics 365 Sales Training is designed to provide comprehensive, in-depth training in Microsoft Dynamics 365 Sales. Prerequisites Technical & Platform Skills Microsoft Power Apps (Model-Driven Apps) Dataverse Tables, Columns, Relationships Dataverse Security Model Power Automate Basics (Connectors, Triggers, Actions) Dataverse Solutions Management CRM & Business Concepts Core CRM Entities: Accounts, Contacts, Leads, Opportunities Customer Experience Principles Business Units & Security Roles in Dataverse Lead-to-Cash Sales Process Understanding General Skills Microsoft Dynamics 365 Environment Overview Web-based Application Navigation Basic Data Governance Concepts What Will You Learn Sales Process Management Lead and Opportunity Tracking Customer Data Management Contact and Account Management Product Catalog and Pricing Configuration Workflow Automation with Power Automate Model-Driven App Customization Views, Dashboards, and Charts Creation AI-Driven Sales Insights Customer Engagement Strategies Business Process Flow Management Email Templates and Journey Automation Segmentation and Customer Scoring Dataverse Data Modeling Security Roles and Permissions in Dataverse Integration with Microsoft Teams and Outlook Dynamics 365 Sales and Customer Insights Integration Solution Management in Dataverse Real-Time and Outbound Customer Journeys Analytics and KPI Tracking for Sales Performance The program covers foundational concepts through to advanced techniques to ensure you gain job-ready expertise.

    This course is ideal for beginners, IT enthusiasts, and working professionals who want to build or advance their career in Microsoft Dynamics 365 Sales and qualify for relevant industry roles. There are no stringent prerequisites—basic computer proficiency and a willingness to learn are all that is required. Foundational topics are thoroughly covered during onboarding.

    The course is delivered through interactive, live online sessions led by industry experts. You will also have 24/7 access to LMS resources, study materials, and session recordings so you can catch up or revise at your convenience if you miss any live classes.

    Yes, hands-on learning is a core component of this course. You will work on practical assignments, real-life use cases, and capstone projects using Microsoft Dynamics 365 Sales tools and best practices, helping you build a portfolio to showcase to hiring managers.

    Upon successful completion of the course curriculum and project assessments, you will be awarded an industry-recognized Certificate of Completion from Kodestree. We also offer career assistance, including resume-building workshops, mock technical interviews, and job opportunities to help you transition into relevant industry roles.

    Contact Us Worldwide

    Call:
    +91 7204614489

    WhatsApp:
    +91 7204614489

    Email:
    admissions@kodestree.com

    LEARNER SUCCESS

    What Learners Say

    Real feedback from professionals who transformed their careers with our training

    4.8/5
    Average Rating
    1,200+ Learner Reviews
    Learner Reviews
    Ankit Sharma Priya Menon Rahul Verma Sneha Kapoor +
    10,000+
    Learners Trained
    Ankit Sharma Priya Menon Rahul Verma Sneha Kapoor +
    95% Satisfaction
    Satisfaction Rate
    “

    The trainers explained concepts through real-world attack scenarios, which I was able to apply on the job right after the course. Structured curriculum and hands-on labs were the best part.

    “

    After the CSM training, I can confidently facilitate Sprint ceremonies. The trainer's practical approach and real project examples were extremely helpful.

    “

    Agile concepts were explained clearly, especially backlog management and team facilitation. A bit more time would have made it even better, but overall a solid course.

    “

    Even as a beginner, I never felt lost — the step-by-step labs and doubt-clearing sessions made switching careers so much easier.

    “

    This training gave me more than just a certification — it gave me a Scrum Master mindset. The modules on servant leadership and conflict resolution were the most valuable.

    Talk to an Advisor

    Login

    Don't have an account?