Free online
Learn Dynamics Sales online: university courses, full YouTube courses, and courses with free certificates, from the IITs, MIT, Harvard, Google, Microsoft and more.
Microsoft
This module examines how Dynamics 365 Sales and its integrated AI tools support sellers through negotiation and objection handling, including Copilot, the product catalog, the Sales Close Agent, the Sales Research Agent, and Microsoft Copilot.
Microsoft
Configure the Sales Qualification Agent in Dynamics 365 Sales to automate lead research and qualification. Compare Research-only and Research and engage modes, set up agent prerequisites, configure selection criteria and handoff rules, and monitor agent performance.
Microsoft
Configure your own Dynamics 365 Sales product catalog to support a scenario for a fictional company. You'll be provided with high-level specifications on the company's business process and catalog requirements to complete this project. [!NOTE] This is a Challenge Project module where you complete a…
Microsoft
This challenge project will test your skills in configuring Dynamics 365 Sales and Dynamics 365 Customer Insights to meet the business requirements of an organization.
Microsoft
Explore the process of creating and maintaining Dynamics 365 system documentation for various audiences in this module.
Microsoft
Configure lead management in Dynamics 365 Sales to capture, nurture, and prioritize leads. Explore lead creation methods including integration with Customer Insights, configure predictive lead scoring, and use Copilot to surface insights that help sellers focus on the right leads.
Microsoft
Learn how Dynamics 365 Sales combines AI agents, Copilot, and automation to power every stage of the sales process.
Microsoft
Set up satisfaction metrics and add survey response alerts.
Microsoft
Explore Dynamics 365 customization, focusing on user needs, problem evaluation from multiple perspectives, and successful solution design.
Microsoft
Configure AI agents in Dynamics 365 Sales to research opportunities and accelerate deal closure. Set up the Sales Opportunity Agent to identify risks and highlight key opportunities, and configure the Sales Close Agent to autonomously engage customers and drive transactions to completion.
Microsoft
Learn about the various methods that Dynamics 365 Customer Voice provides to help you send powerful surveys to capture feedback from customers and employees.
Microsoft
Learn how to deploy, configure, customize, and extend Sales Agent in Microsoft Copilot.
Microsoft
Configure analytics and forecasting in Dynamics 365 Sales to gain visibility into pipeline health and revenue performance. Configure the Sales Research Agent for natural-language data analysis, build and manage forecasts with predictive AI, and explore dashboards, reporting, and goal tracking tools.
Microsoft
This module introduces learners to Dynamics 365 Sales focusing on managing leads, lead qualification, opportunities and sales orders as part of the standard sales lifecycle.
Microsoft
You might sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up other processes to match how your business works. Use sales order processing to automate your organization. Create and manage orders and…
Microsoft
Learn how to configure Dynamics 365 Sales for your organization—including AI-powered features like Copilot, predictive scoring, conversational intelligence, and AI agents. Explore the Dynamics 365 AI Hub to set up prerequisites, manage agents, and monitor performance so your sellers can prioritize…
Microsoft
Obtaining customer feedback can help you make better business decisions. In this module, you get started with creating surveys.
Microsoft
Learn how to use Dynamics 365 Sales to qualify leads, prioritize prospects with AI, and convert leads into opportunities using the Sales Qualification Agent, work list, sequences, and LinkedIn Sales Navigator.
Microsoft
Identify customer service metrics, creating goal metrics, and work with roll-up columns and queries.
Microsoft
Microsoft Dynamics 365 Project Operations for resource/non-stocked based scenarios offers comprehensive capabilities that are tailored to fit the needs of project managers and Accounts receivable clerk/project accountants.
