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SRNTS

Course Overview

This training provides a comprehensive introduction to the Sales App and Microsoft Power Platform ecosystem. Participants will learn how Dynamics 365 Sales integrates with Power Platform components such as Power Apps, Power Automate, Power BI, and Dataverse to streamline sales processes, improve customer engagement, automate workflows, and gain actionable business insights.

Audience

This program is designed for:

    • Dynamics 365 Sales Users
    • Power Platform Developers
    • Business Analysts
    • Functional Consultants
    • Sales Managers and Executives
    • CRM Administrators
    • IT Professionals involved in business application development

Pre‑requisites

To maximize learning outcomes, participants should have:

  • Basic understanding of business and sales processes
  • Familiarity with Microsoft 365 applications
  • Basic knowledge of CRM concepts
  • No prior development experience required
  • Basic understanding of Power Platform is beneficial but not mandatory

 Key Benefits

  • Understand Dynamics 365 Sales capabilities and features
  • Learn how Power Platform enhances sales operations
  • Automate sales processes using Power Automate
  • Create custom business applications with Power Apps
  • Gain insights through Power BI dashboards and reports
  • Manage and secure business data using Dataverse
  • Improve productivity, customer engagement, and sales performance
  • Build a strong foundation for advanced Dynamics 365 and Power Platform learning programs

    • Curriculam

    Dynamics 365 Sales – 12 Hours Training Curriculum

    Module 1: Introduction to Dynamics 365 Sales (1 Hr)

    • Overview of Dynamics 365 Sales
    • Sales Process Lifecycle
    • Key Features and Benefits
    • Sales Hub Navigation and User Interface

    Module 2: Core Sales Configuration (2 Hrs)

    • Accounts and Contacts Management
    • Leads and Lead Qualification Process
    • Opportunities Management
    • Products, Price Lists, and Product Catalog
    • Sales Territories Overview

    Module 3: Lead & Opportunity Management (2 Hrs)

    • Lead Creation and Qualification
    • Opportunity Lifecycle
    • Sales Pipeline Management
    • Business Process Flows
    • Sales Activities and Follow-Ups

    Module 4: Quotes, Orders & Invoices (2 Hrs)

    • Creating and Managing Quotes
    • Quote to Order Process
    • Order Management
    • Invoice Management
    • Sales Document Lifecycle

    Module 5: Sales Productivity Tools (1.5 Hrs)

    • Dynamics 365 App for Outlook
    • Microsoft Teams Integration
    • Appointment and Activity Management
    • Notes and Collaboration Features
    • Document Management Integration

    Module 6: Forecasting & Sales Insights (1.5 Hrs)

    • Sales Forecasting
    • Pipeline Analysis
    • Relationship Analytics
    • Sales Insights Overview
    • AI-Driven Recommendations

    Module 7: Reporting & Dashboards (1 Hr)

    • Sales Dashboards
    • Charts and Views
    • Performance Tracking
    • KPI Monitoring
    • Power BI Integration Overview

     Project (1 Hr)

    • Configure and manage a complete sales process from lead generation to opportunity management, quote creation, order processing, forecasting, and reporting.

    Total Duration: 12 Hours

    Training Includes: Theory, Live Demonstrations, Hands-on Labs, Real-World Sales Scenarios, Pipeline Management Exercises, Sales Automation Activities, and End-to-End Dynamics 365 Sales Implementation Project.


    Enrollment Form

    If you have no pending queries and feel confident after completing the trainer assessment session and reviewing earlier batch recordings, please proceed by filling out the form below to officially enroll in the SRNTS Training Program.

    • Are you interested to receive training related update over Whatspp & Gmail *

    Need Assistance?

    If you have any questions about the training program or the enrollment process, our support team is here to help. You can reach us through the following channels:

    • 📱 WhatsApp Chat – Quick and convenient messaging support

    • 📞 Direct Call – Speak with our team instantly

    • 📧 Email Support – Get detailed assistance via mail