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Dynamics 365 in Manufacturing: 2-Day Workshop

Sonoma Partners

An overview and training session on Dynamics 365 for Sales basics, including an assessment of your existing solution.

This 2-day workshop is for manufacturing team leaders, CRM administrators, and Dynamics 365 product owners, and is held on-site at your facility.

This offer includes 8 hours of prep/follow-up (conducted remotely).


Day One

Focus on Dynamics 365 for Sales basics and the fundamentals of CRM including login, navigation, searching and core record types within CRM. We will also conduct an assessment of your existing solution.

Day Two

Covers the Dynamics 365 for Sales sales process in detail through the various stages of the sales lifecycle. This will include pricebook setup, orders, quoting, and more.

By the end of the workshop, you will increase your knowledge of CRM and how the sales process can be leveraged and customized to support employees.