Microsoft Dynamics 365 Sales Training
Sales is one of the three key functional areas under customer engagement besides customer service, and field service functions. In our platform, you can access more than 1,300+ micro-courses, 90+ learning paths, and 220+ assessments across a dozen functions and deliver both standard content and custom content.
Microsoft Dynamics 365 Sales Management Training
Microsoft Dynamics 365 Sales
As sales are the driving force behind any successful business, it is vital that all sales staff receive proper training. Dynamics 365 Sales is used by a large number of employees. Typical roles under this function are sales managers and internal and external sales associates. Some of these users reside in the office while others may be out on the field.
Dynamics 365 Sales training covers account management, contact management, activity management, lead management, opportunity management, quotation lifecycle from creation to close, and forecast management.
Sales training can begin with the core team at the start of the project. Once the sales process has been set up in Dynamics 365, the larger audience namely internal and external salespeople can be trained in groups based on their organizational units, territories, product lines, etc.
Dynamics 365 sales is a highly configurable business application that follows the sales process. Companies can configure their own sales workflow into D365 sales eliminating the need for customizations. Personalization capabilities allow companies to tailor the application experience for sales staff.
At the beginning of the project, the core team can be trained on standard sales functions using an online training platform. The team can then establish tailored sales experiences for different types of sales groups within the organization. The large end-user base namely the salespeople can then be trained on these sales processes. Given the large size of the learner group located in different areas with different schedules, online training platforms can be very useful to provide convenient and cost-effective training.
The unique thing about sales management is user adoption. Salespeople are known to be independent busy driven businesspeople that hardly have time to train on a software package. The more convenient and intuitive the sales training, the higher the adoption. Salespeople should feel empowered to learn what they need to know easily wherever they are.