Dynamics 365 Customer Engagement: 5-Day Workshop

Dynamics Edge

In this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.

Join our team of globally recognized Microsoft Dynamics 365 for Sales experts as they take you step-by-step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.

A Dynamics 365 Customer Engagement Functional Consultant will be responsible for the following:


  • Discovery
  • Capture requirements
  • Engage subject matter experts and stakeholders
  • Translate requirements and configure the solution and application
  • Implement a solutions using out of the box capabilities, codeless extensibility, application and service integrations


After completing this course, you will be able to:

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure product catalog
  • Manage customer records
  • Utilize analytics tools with customer data

At a glance