Webinar:
MB-280T02 - Empower Sellers with Dynamics 365 Sales and Microsoft Copilot for Sales

Wat omvat deze Microsoft Dynamics 365 CRM webinar?

This two-day course gives you a thorough, hands-on introduction to Dynamics 365 Sales and Microsoft Copilot for Sales — covering everything from initial setup through to advanced productivity tools and AI-powered insights.

We start by getting the foundations right — setting up and configuring Dynamics 365 Sales, connecting it to Microsoft 365, and making sure the supporting applications are in place. From there, we dive into the day-to-day reality of sales management: tracking customer interactions, managing leads through the pipeline, and turning opportunities into orders. You'll also get to grips with the product catalog and the full sales order process.

The course then moves into the tools that help sales teams stay focused and hit their numbers — defining goals, managing forecasts, and working with business process flows that guide sellers through the right steps at the right time. We'll also explore Sales Insights and the Sales Accelerator, including how to build sales sequences, set up assignment rules, work with segments, and even engage customers through text messages.

No sales course would be complete without a look at the data, so we cover how to analyse your Dynamics 365 Sales data directly in the app and through Power BI dashboards. We wrap up with the mobile app and Microsoft 365 Copilot for Sales — giving sellers the AI-powered tools they need to be productive wherever they are, along with guidance on how to deploy Copilot for Sales across an organisation.

Voor wie is deze cursus bestemd?

Deze cursus is bedoeld voor IT- of verkoopprofessionals die willen leren hoe ze Dynamics 365 Sales en Microsoft Copilot for Sales kunnen inzetten voor hun organisaties.   Studenten moeten kennis hebben van de basisverkoopprincipes.   Studenten moeten bekend zijn met de Dynamics 365 customer experience suite, waaronder Dynamics 365 Sales en Dynamics 365 Customer Insights. Ze moeten ook basiservaring hebben met modelgestuurde applicatieconfiguratie.