Sales for Dynamics 365: 1-Day Workshop

PowerObjects An HCL Company

Whether you’re new to Microsoft Dynamics 365 or you’re experienced but need to know about the latest version, PowerObject's Sales for Dynamics 365 introductory course is perfect for you.

Use Dynamics 365 for Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities. This instructor-led course is a one-day deep dive into the default record types, processes and configuration of Dynamics 365 for Sales.


For a full detailed agenda please check the attached PDF.

Learning Outcomes

  • Understand the default record types and built in processes for sales management; leads, opportunities, quotes, orders, and invoices

  • Understand and create marketing lists and campaigns

  • Understand configuration options for the product catalog

  • Understand playbook configuration and use


Training sessions may be delivered in-person at your office or at one of the PowerObjects training centers. You may opt to have the training delivered as it was designed or select individual courses to build a training.


Bring a Dynamics 365 University trainer to your location at the standard rate of $4,300.00/day USD. PowerObjects offers a discounted rate of $3,600.00/day when PowerObjects is listed as Partner of Record with Microsoft (POR). Travel and expenses additional.

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