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Dynamics 365 Sales | Online

February 28th — March 1st, 2022

Regular price $650 USD $650 USD Sale



Dynamics 365 Sales | Online

Duration: 1 day 8.5 hours or 2 day x 4 hours

Overview

This course is designed to support individuals who will be setting up, administrating, and maintaining the Dynamics 365 Sales application as their main job role. While helpful for key stakeholders of Sales processes to understand capabilities of the application it is generally not recommended for sales application users, but rather administrators and Sales subject matter experts migrating from other sales solutions to fully grasp the feature-set of the Sales application. 

 Want a more detailed agenda?  Check it out here!

 Schedule

Times noted in local time. Online/Remote trainings are in CST, unless noted.


Day 1: 8:30 a.m. - 12:30 p.m.

Day 2: 8:30 a.m. - 12:30 p.m.

 

Badge(s) Related to This Course

 

Read more about Course Completion Badges and Gold Badges.

Audience
This course is designed to support individuals who will be setting up, administrating, and maintaining the Dynamics 365 Sales application as their main job role. While helpful for key stakeholders of Sales processes to understand capabilities of the application it is generally not recommended for sales application users, but rather administrators and Sales subject matter experts migrating from other sales solutions to fully grasp the feature-set of the Sales application.

Required Prerequisites

Participants are highly advised to be comfortable and confident with the following skills and concepts for a successful learning experience:

  • Search; navigation; activities; and advanced find within Microsoft Dynamics 365
  • Creating views; charts; and dashboards
  • Data entry in forms and process flows

Recommended Prerequisites

Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:

  • Understanding of data or relational databases is helpful as well as familiarity with sales processes
  • Dynamics 365 data structure and user experience customization
  • Dynamics 365 University Dataverse 100 is recommended as a prerequisite or in conjunction with this course as an overall introduction to end-user functionality.

Want a more detailed agenda? Check it out here! 

Training Venue:
Online
Please expect an email from the course instructor the Wednesday - Friday prior with instructions on accessing the online training.

Technology Requirements

This training requires access to a longterm Internet connection, capable of supporting video streaming for the entire duration of the training.  Attendees will need a Windows or Mac to participate in labs (Note: iPad Pro is not compatible with the labs.  Computers will not be provided.).

PowerObjects recommends laptops and other required devices be plugged in to a power source at the start of training to prevent disruption.  If possible, multiple monitors/screens are recommended.  DISCLAIMER: PowerObjects is not responsible for any disruptions, lack of service, or missed training due to inadequate technology or setup on the customer side.

Environment
Similiar to in-person training, the days can be long.  PowerObjects recommends an ample supply of caffeine and/or trinkets to fidget with to keep yourself active and alert.  PowerObjects also recommends a comfortable seating arrangement, as well as a setup in a location with minimal distractions.  It is also advised to set Skype, etc. to Do Not Distrub mode.

CANCELLATION & RESCHEDULING POLICY


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To view our Cancellation & Rescheduling policy, please visit this page.

Technology Notice: Make sure to bring a Windows or Mac laptop and power cord so you can participate in labs (Note: iPad Pro is not compatible with the labs).  Computers will not be provided.

Notice of non-compete policy: Training registrations will not be accepted from people or organizations who currently or have the potential to offer competitive services to PowerObjects, An HCL Technologies Company.


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