• cloudswyft logo

Dynamics 365: Customer Engagement for Sales

Learn how to increase customer loyalty and improve retention with customer relationship management in MS Dynamics 365.

Dynamics 365: Customer Engagement for Sales

  • 3 weeks

  • 5 hours per week

  • Accreditation available

  • Digital certificate when eligible

  • Intermediate level

Find out more about how to join this course

Delve into customer relationship management in sales

During this three-week course, you’ll understand the importance of customer relationship management and how this can help create customer loyalty and improve retention.

You’ll learn how to build a better relationship with your customers when it comes to sales, which in turn could lead to an increase in profits.

Employ effective sales strategies using Microsoft Dynamics 365

Using MS Dynamics 365 for sales, you’ll learn how this facilitates the building of relationships with your customers. You’ll also discover how it can assist in timely engagement for better communication during the whole sales process, from lead to fulfilment.

You’ll learn how to use MS Dynamics 365’s flexible framework for your organisation, understanding how to track, manage, and analyse specific parts of your sales cycle as well your overall success.

Learn how to use MS Dynamics 365 for different scenarios

You’ll understand how the components used apply to various business scenarios as well as look at the entities or record types that are used to track sales from potential to close. With this knowledge, you can determine which aspects of MS Dynamics 365 for sales framework are appropriate for your organisation.

You’ll learn how to improve customer engagement, working with new and existing customers, which can lead to better communication, retention, and sales.

By the end of this course, you’ll have gained a breadth of knowledge to improve in your role as Sales Functional Consultant.

What topics will you cover?

  • Sales Overview
  • Configuring Sales
  • Managing Customers
  • Working With Opportunities
  • Embedded Intelligence
  • Playbooks
  • Integrated Sales Tools
  • Order Processing and Managing Product Catalogues
  • Create and Manage Quotes
  • Create and Manage Orders and Invoices
  • Sales Analytics and Insights
  • Power BI and AI for Sales

Who is this accredited by?

Microsoft
Microsoft:

This course is co-created and accredited by Microsoft

When would you like to start?

Start straight away and join a global classroom of learners. If the course hasn’t started yet you’ll see the future date listed below.

  • Available now

Learning on this course

On every step of the course you can meet other learners, share your ideas and join in with active discussions in the comments.

What will you achieve?

By the end of the course, you‘ll be able to...

  • Identifed common sales scenarios
  • Configured sales cycle and product catalog
  • Performed installations and configuration of sales application

Who is the course for?

This course will enable sales managers, professionals, telesales workers and customer support staff to make the most of the features within Microsoft 365 and employ effective sales strategies. Get on your way to success and smashing sales targets through customer engagement.

If you want to further your knowledge, you may also be interested in these courses, from the same provider:

Who developed the course?

CloudSwyft Global Systems, Inc.

CloudSwyft has partnered with the top global technology companies to deliver cutting edge digital skills learning across the modern workplace.

Ways to learn

Buy this course

Subscribe & save

Limited access

Choose the best way to learn for you!

$69/one-off payment

$27.99

/month

Automatically renews

Free

Fulfill your current learning needDevelop skills to further your careerSample the course materials
Access to this courseticktick

Access expires 27 Dec 2022

Access to 1,000+ coursescrosstickcross
Learn at your own paceticktickcross
Discuss your learning in commentstickticktick
Tests to check your learningticktickcross
Certificate when you're eligiblePrinted and digitalDigital onlycross
Continue & Upgrade

Cancel for free anytime

Ways to learn

Choose the best way to learn for you!

Subscribe & save

$27.99 /month

Automatically renews

Develop skills to further your career

  • Access to this course
  • Access to 1,000+ courses
  • Learn at your own pace
  • Discuss your learning in comments
  • Tests to boost your learning
  • Digital certificate when you're eligible

Cancel for free anytime

Buy this course

$69/one-off payment

Fulfill your current learning need

  • Access to this course
  • Learn at your own pace
  • Discuss your learning in comments
  • Tests to boost your learning
  • Printed and digital certificate when you’re eligible

Limited access

Free

Sample the course materials

  • Access expires 27 Dec 2022

Find out more about certificates, Unlimited or buying a course (Upgrades)

Learning on FutureLearn

Your learning, your rules

  • Courses are split into weeks, activities, and steps to help you keep track of your learning
  • Learn through a mix of bite-sized videos, long- and short-form articles, audio, and practical activities
  • Stay motivated by using the Progress page to keep track of your step completion and assessment scores

Join a global classroom

  • Experience the power of social learning, and get inspired by an international network of learners
  • Share ideas with your peers and course educators on every step of the course
  • Join the conversation by reading, @ing, liking, bookmarking, and replying to comments from others

Map your progress

  • As you work through the course, use notifications and the Progress page to guide your learning
  • Whenever you’re ready, mark each step as complete, you’re in control
  • Complete 90% of course steps and all of the assessments to earn your certificate

Want to know more about learning on FutureLearn? Using FutureLearn

Do you know someone who'd love this course? Tell them about it...