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Introduction to Sales and Marketing in Microsoft Dynamics 365

Introduction to Sales and Marketing in Microsoft Dynamics 365Sales and marketing are the lifeblood of all businesses.  And sales and / or marketing are usually the reason that most organisations embark on a CRM project.  Understanding how the vanilla sales and marketing within Microsoft Dynamics CRM works means that you are able to make strategic decisions about how to best enable CRM to work for you without either reinventing the wheel or spending large sums of money on unnecessary configuration.

At the end of this course, you have:

  • An understanding of how CRM supports your sales process
  • The skills to set up your products and price lists in CRM
  • The ability to run a marketing campaign using CRM
  • Skills to visualise sales and marketing progress via dashboards



Target Audience for Introduction to Sales and Marketing in Microsoft Dynamics 365

  • People thinking of deploying Microsoft Dynamics 365, especially into a sales or marketing function
  • People who have already deployed Microsoft Dynamics 365, but want to get more sales benefits from it

Course prerequisites

A general understanding of the functionality in Microsoft Dynamics CRM, equivalent to that achieved from the Introduction to Microsoft CRM course. 

Course length

One day

Microsoft Dynamics 365 training schedule from Opsis

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Phone: +61(2) 8212 3480

Email: opsisinfo (at) opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,

Pymble, NSW 2073

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Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.