Train Your Users
on Dynamics 365
Sales
- Reduce sales friction
- Drive sales adoption
- Accelerate revenue growth
Training on Sales
Sales teams rely on speed, visibility, and automation to drive revenue, manage relationships, and close deals efficiently. Without proper Dynamics 365 Sales training, inconsistent data entry, mismanaged opportunities, and lack of pipeline visibility can lead to lost deals, missed quotas, and weaker sales performance.
Learners
The sales team is independent and revenue-driven, requiring an intuitive, low-friction system that provides real-time insights without disrupting their workflow.
- VP of Sales
- Sales Directors
- Sales Managers
- Marketing Managers
- Sales Representatives
- Account Executives
- Custom Success Managers
Topics
Training in this area focuses on eliminating friction and providing visibility, ensuring sales teams can seamlessly manage accounts, track interactions, and forecast opportunities to drive revenue.
- Account Management
- Contact Management
- Activity Management
- Forecast Management
- Opportunity Lifecycle
- Quotation Lifecycle
Customizations
Dynamics 365 Sales is a highly configurable application that adapts to company-specific sales workflows, reducing the need for customizations while allowing personalization to enhance the sales team’s experience.
Challenges
There are few challenges in this area.
Sales teams prefer minimal system interaction, so training must emphasize ease of use and demonstrate how the system enhances, rather than disrupts, their workflow.
Dynamics 365 Sales is part of the broader Customer Engagement solution, including Customer Service and Field Service, making data sharing and cross-functional training essential to ensure a unified customer experience.
Training Approach
Here are a few suggestions for training these learners.
User adoption is key, as salespeople are independent and time-constrained, making intuitive, convenient training essential; online training enables flexible, on-the-go learning to drive adoption.
Cross-functional training enhances collaboration among sales, customer service, and field service teams; an online training platform ensures scalable, consistent learning across all functions.
Companies model different sales processes in this highly configurable system, creating a need for custom courses to educate users on unique views and workflows at scale.
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