Foundations of Dynamics 365 Sales: Manage Leads and Close Deals

In today's fast-paced commercial environment, managing customer relationships efficiently is key to driving revenue. Understanding how to navigate and utilize a modern CRM platform allows sales professionals to track interactions and close deals with confidence. This written course guides you through the core functionalities of Dynamics 365 Sales. You will develop a solid understanding of the entire sales lifecycle, enabling you to manage customer pipelines from initial contact to successful final order. What you'll learn: Understand foundational CRM terminology and the structure of the sales pipeline; Qualify leads systematically to identify high-value business opportunities; Manage opportunities by tracking accounts, contacts, and key decision-makers; Process sales orders, quotes, and product catalogs to streamline transactions; Apply modern digital selling workflows, including automated routing and basic sales insights; Practice core navigation and data management techniques through written scenarios. The course begins with essential definitions and interface navigation before guiding you step-by-step through lead management, opportunity tracking, and order fulfillment. You will learn by reading detailed explanations and analyzing practical business scenarios. This text-based course is designed for absolute beginners, sales administrators, and business professionals who are new to Dynamics 365 Sales, requiring no prior CRM experience. Start reading today to build your foundational CRM skills and optimize your sales processes.