Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
Join our team of globally recognized experts as they take professionals step by step from lead to opportunity to closed deal.  Using the application’s available automation and customization options professionals will learn how to enable sales staff to be their most productive selves.


Radiant Teachlearning offers Dynamics 365 for customer engagement for sales Training Program in Classroom and Virtual instructor Led/Online mode.


Duration: 1 day


Learning Objectives

After completing this training program, professionals will be able to:

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure product catalog
  • Manage customer records
  • Utilize analytics tools with customer data


Basic knowledge of business applications and the desire to customize and implement them for your business.


Audience Profile

Responsibilities for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, configuring the solution , and translating requirements and applications taken by Dynamics 365 Customer Engagement Functional Consultant. The Functional Consultant executes a solution utilizing divergent thinking capabilities, codeless extensibility, application and service integrations.

Course Content

Lesson 1: Sales Overview

In this lesson professionals will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.


  • Sales overview
  • Configuring Sales
  • Lesson summary

After completing this lesson, professionals will be able to:

  • Install and configure the sales application.
  • Identify common sales scenarios.


Lesson 2: Working with Opportunities

In this lesson professionals will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.


  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Lesson summary

After completing this lesson, professionals will be able to:

  • Create customer records.
  • Use sales tooling.


Lesson 3: Quotes to Orders

In this lesson professionals will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.


  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices
  • Lesson summary

After completing this lesson, professionals will be able to:

  • Create and use the product catalog.
  • Add quotes to opportunities.
  • Complete a sale with an order.


Lesson 4: Sales Analytics and Insights

In this lesson professionals will learn how to create and use goals; integrate with PowerBI and enable Sales AI.


  • Overview
  • Power BI
  • AI for Sales
  • Lessons summary

After completing this lesson, professionals will be able to:

  • Create and use goals.
  • Integrate with PowerBI.
  • Enable Sales AI functionality.


Q: How do I install Microsoft Power automate?


A: Follow these steps to install the UI flows app:

  • Download the UI flows installer.
  • Open the Setup. Microsoft. PowerAutomate. UIflow.exe file. 
  • Follow the instructions in the UI flows setup installer to complete the installation.


Q: What is Microsoft Dynamics 365 customer engagement?


A: Microsoft Dynamics 365 Customer Engagement (CE) which is a leading cloud-based customer relationship management (CRM) business solution and this mainly help you drive sales productivity and also improve the value of your marketing efforts with the help of social insights, business intelligence as well as campaign management.


Q: What are the modules in Dynamics 365?


A: The Dynamics 365 Enterprise Edition mianly includes Dynamics CRM applications (field service, project service automation, sales, and customer service) as well as Microsoft PowerApps. This generally also includes Microsoft’s top of the line ERP solution, Dynamics 365 for multiple operations.


Q: How do you ensure the quality of training program?


A: Radiant has highly intensive selection criteria for Technology Trainers & Consultants, who deliver you training programs. Our trainers & consultants undergo rigorous technical and behavioral interview and assessment process before they are on boarded in the company. 

Our Technology experts / trainers & consultant carry deep dive knowledge in the technical subject & are certified from the OEM.

Our training programs are practical oriented with 70% – 80% hands on the training technology tool.  Our training program focuses on one-on-one interaction with each participant, latest content in curriculum, real time projects and case studies during the training program. 

Our faculty will provide you the knowledge of each course from fundamental level in an easy way and you are free to ask your doubts any time from your respective faculty.

Our trainers have patience and ability to explain difficult concepts in simplistic way with depth and width of knowledge.

To ensure quality learning, we provide support session even after the training program. 


Q: What if I/we have doubts after attending your training program?


A: Radiant team of experts would be available on the email to answer your technical queries, even after the training program.

We also conduct a 3 – 4 hours online session after 2 weeks of the training program, to respond on your queries & project assigned to you.  


Q: If I face technical difficulty during the class what should I do?


A: Technical issues are unpredictable and might occur with you as well. Participants have to ensure that they have the system with required configuration with good internet speed to access online labs.  

If the problem still persists or you face any challenge during the class then you can report to us or your trainer. In that case Radiant would provide you the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption and NOT for distribution or any commercial use. 


Q: Does this training program include any project?


A: Yes, Radiant will provide you the most updated, high valued and relevant real time projects and case studies in each training program. 

We included projects in each training program from fundamental level to advance level so that you don’t have to face any difficulty in future. You will work on highly exciting projects and that will upgrade your skill, knowledge and industry experience.


Q: How the training will be delivered or conducted?


A: Radiant Techlearning offers customized training delivery solutions for individuals, teams and businesses depending upon what they require. Here is how we help each one through our diverse formats.

Dedicated Classroom Training program

Onsite: To meet the needs & expectations of our corporate clients all over the world, our expert will travel all the way to your location to deliver the training program at a premise of your choice & convenience. 

Offsite: Our client and Individual professionals across the world travel all the way to India to attend our classroom training sessions. We assist them in services like accommodation, Airport pick & drop, daily cab & Visa assistance. 

Public Batches: Corporates & Individual professionals across the world can nominate their employees or themselves in our classroom or online public batches. Our public batches would have limited number of participants to ensure individual attention. As the participants are from different background and companies, you learn from everyone’s experience. 

On-the-Job Learning: Our team of consultant would help you to execute end-to-end project and simultaneously learn the technology.  


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