Sales and Marketing in Microsoft Dynamics 365

Empower Your Sales & Marketing Teams

Sales and marketing are often the primary drivers behind CRM investment.

This advanced course explores the full breadth of sales and marketing capability within Microsoft Dynamics 365, enabling teams to streamline processes and improve performance visibility.


What You Will Learn

  • Optimising the sales process within Dynamics 365
  • Managing products and price lists
  • Campaign management fundamentals
  • Using dashboards to track pipeline performance
  • Producing client-facing documents
  • Understanding how Dynamics supports revenue growth

Who This Course Is For

  • Sales professionals
  • Marketing teams
  • CRM administrators
  • Sales managers
  • Organisations deploying Dynamics 365 for sales growth

Course Prerequisites

Foundational knowledge equivalent to the Getting Started with Microsoft Dynamics 365 course.


Course Length

One-day advanced course.


Why This Course Matters

Many organisations only use a fraction of the sales and marketing functionality available in Microsoft Dynamics 365.

This course ensures your teams:

  • Use structured sales processes
  • Track marketing effectiveness
  • Gain visibility across pipeline performance
  • Align CRM with revenue objectives

Book Sales & Marketing Training

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