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Sales for Dynamics 365 | Remote Online

February 19 — February 19, 2020

Regular price $650 USD $650 USD Sale



Sales for Dynamics 365 Training

Duration: 1 Day

Overview 
Use Sales for Dynamics 365 to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities. This instructor-led course is a one-day deep dive into the default record types, processes and configuration of the marketing lead and sales opportunity workloads.

 

1 Day Sales for Dynamics 365
See below for a more detailed agenda, by day.

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: 8:30am - 5pm

For in-person dates, a light breakfast, beverages, snacks, and lunch are included in the price of enrollment.

 

 

Badge(s) Related to This Course

Sales for Dynamics 365 Certification

Read more about Course Completion Badges and Gold Badges.

Audience
This course is designed to support individuals who will be setting up and administering Sales within Dynamics 365. It is not intended for front of house users.

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

Familiarity with the following skills/concepts is recommended:

  • Understanding of data or relational databases is helpful
  • Dynamics 365 University CRM Boot Camp is recommended

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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