Struggling to Get the Most Out of Your Dynamics 365 Sales?
Most sales teams barely tap into the full potential of Dynamics 365 Sales.
The result? Low adoption, inefficient processes, and missed revenue opportunities.
Does this sound familiar?
❌ Your team is managing leads manually instead of using automation.
❌ You’re not leveraging AI-driven insights to prioritise high-value opportunities.
❌ The sales pipeline is clogged with bottlenecks, leading to slow deal closures.
❌ Your team lacks real-time data and reporting, making forecasting inaccurate.
If you’re experiencing any of these challenges, this workshop is for you.
We’ll show you how to unlock the power of Dynamics 365 Sales to streamline processes, automate sales tasks, and increase win rates with actionable insights.
📌 What You’ll Learn in This Workshop
✅ Optimise Lead & Opportunity Management – Automate tracking, scoring, and follow-ups.
✅ Master Sales Pipelines & Forecasting – Configure dashboards for accurate revenue insights.
✅ Leverage AI & Copilot for Sales Acceleration – Use AI-driven recommendations to close deals faster.
✅ Automate Workflows & Sales Processes – Reduce manual data entry and improve team efficiency.
✅ Enhance Customer & Prospect Engagement – Personalise outreach with automated communications.
✅ Analyse Performance with Real-Time Insights – Set up reports to track KPIs and boost sales performance.
✅ Earn a Certification & Badge – Complete a short exam at the end of the workshop to receive a certificate & LinkedIn badge, validating your expertise.
✅ Access to Online Assessment – Participants will have access to an online assessment on CX CRM Academy to reinforce key learnings. Those who pass will receive a certificate and a LinkedIn badge to showcase their knowledge.
🎯 Who Should Attend?
👤 Sales Managers & Leaders – Improve sales performance and pipeline visibility.
👤 Account Executives & Sales Reps – Automate workflows and close deals faster.
👤 CRM Administrators – Optimise Dynamics 365 Sales for better adoption and efficiency.
👤 Business Development Teams – Identify, qualify, and convert leads with AI-driven insights.
🗓️ Workshop Agenda: Mastering Dynamics 365 Sales
Session 1: Sales Fundamentals & Lead Management
- Understanding Dynamics 365 Sales – Key features & business applications.
- Sales Life Cycle Overview – From lead to invoice management.
- Managing Leads Effectively – Qualifying, disqualifying, and automating lead tracking.
- Business Process Flows in Sales – Structuring the sales process for efficiency.
Session 2: Opportunity & Pipeline Management
- Working with Opportunities – Assigning, tracking, and progressing deals.
- Product Catalogue & Pricing Management – Streamlining product, pricing, and discount management.
- Quote, Order & Invoice Handling – Creating and managing sales documents efficiently.
Session 3: Sales Productivity & AI Assistance
- Sales Accelerator – Optimising outreach with automated insights.
- Copilot in Sales – AI-powered assistance for emails, summaries & forecasting.
- Microsoft Sales Insights – Using predictive scoring and analytics for better deal conversions.
Session 4: Advanced Sales Engagement & Forecasting
- Sales Forecasting – Managing pipelines and predicting revenue with AI-powered tools.
- LinkedIn Sales Navigator Integration – Enhancing prospecting and relationship-building.
- Personalised Engagement – Leveraging email tracking, AI-driven recommendations, and automation.
Session 5: Automation & Optimisation
- Automating Workflows with Power Automate – Reducing manual data entry & follow-ups.
- Using Mobile Capabilities – Managing sales activities on-the-go.
📌 Final Activity: Online Assessment & Certification
- Participants will complete an online assessment on CX CRM Academy to reinforce key learnings.
- Successful participants will receive an official certification & LinkedIn badge to showcase their expertise.
🌟 Why This Workshop?
🎯 Accredited Certification & Digital Badge – Receive an official certification and digital badge from CX CRM Academy upon passing the final exam.
🎯 Based on best practices and Microsoft-accredited curriculum.
🎯 Led by Microsoft Certified Experts – Delivered by Microsoft Certified Trainers (MCTs) and MCPs with hands-on experience.
🎯 18+ Years of Global CRM & Marketing Technology Deployments – Learn from professionals who have optimised marketing & customer engagement strategies worldwide.
🎯 100% Hands-On & Practical – No theory—just action, real-world scenarios, and live demos.
🎯 Immediate ROI – Walk away with strategies & templates you can implement immediately.
🎯 Customised to Your Business Needs – We tailor the session to fit your sales processes & industry.
💰 Pricing & Custom Options
This corporate-only workshop is customised to maximise ROI and practical application. Pricing varies based on team size and requirements:
✅ Small Teams (Up to 5 Participants): $2,500 – $3,500 (1-Day Live Workshop)
✅ Medium Teams (6-15 Participants): $4,500 – $6,000
✅ Enterprise Custom Pricing (16+ Participants): $7,500+ (Includes tailored case studies & consultation)
Invest in your sales success – Companies that optimise Dynamics 365 Sales see faster deal closures, improved conversion rates, and increased sales efficiency.
📩 How to Request This Workshop for Your Organisation
This is a corporate-only training designed specifically for companies using Dynamics 365 Sales.
🔹 Step 1: Submit an enquiry via our website or contact us directly.
🔹 Step 2: We schedule a quick discovery call to understand your sales challenges.
🔹 Step 3: We customise the workshop content to align with your processes.
🔹 Step 4: We deliver the session live (on-site or virtual) with hands-on training.
❓Frequently Asked Questions
❓ Q: Will I receive a certification for completing this workshop?
✅ A: Yes! After successfully completing a short exam at the end of the workshop, you will receive an official certificate & LinkedIn badge to showcase your expertise in Dynamics 365 Sales. You’ll also have access to an online assessment on CX CRM Academy to reinforce key learnings.
❓ Q: How long is the workshop?
✅ A: The duration varies based on agenda and needs. It can be half a day to three days, split into half-day sessions (3-4 hours) or structured to fit your team’s availability.
❓ Q: Can the workshop be customised for our business?
✅ A: Yes! We tailor the content based on your sales strategy, processes, and industry needs.
❓ Q: What if we require post-training support?
✅ A: We provide follow-up resources, checklists, and Q&A sessions to help with implementation.
❓ Q: Do you offer both virtual and in-person training?
✅ A: Yes, we offer live online training as well as on-site workshops, depending on your preference.
📩 Ready to Transform Your Sales Team with Dynamics 365? Let’s discuss how we can customise this workshop for your team.
📩 Book a Workshop – Master Dynamics 365 Sales
📚 Case Studies & Success Stories
✅ Technology Sector: Increased sales win rates by 40% using AI-powered insights.
✅ Financial Services: Improved lead-to-close conversion by 35% through automation.
✅ Retail Industry: Reduced manual data entry by 50% with workflow automation.
📩 Boost Your Sales Efficiency Today – Request Your Workshop Now! 🚀
