4.47 out of 5
691 reviews on Udemy

Become An Expert At Microsoft Dynamics 365 For Sales (CRM)

Practical Hands-on Course: Learn Microsoft Dynamics 365 For Sales App & Become An Expert to implement for your clients.
Learn every topic in detail for Microsoft Dynamics 365 For Sales
Learn the Microsoft Dynamics 365 Sales Process
Learn the Lead Qualification, Opportunity Management, Quotes, Orders and Invoicing

Do you want to learn and master Microsoft Dynamics 365 For Sales?  If yes, then this course is for you. More than 9 Hours of content, 80+ Training Videos, this is the most comprehensive course available online.



David Kjell says “I just passed the MB2-717 Microsoft Dynamics 365 for Sales exam with score of 929 thanks to this course and practise tests. thanks”

Amit Ramsaran says “Very direct and to the point. The course content was explained quite simply and effectively. The instructor’s reference to the D365 application as well made the explanations that much easier to grasp and understand”

Yorick Bickerstaff says “Thanks to this course I have perfected my knowledge and acquired the certification. An essential course for anyone who wants to understand this topic in a complete way.”

Regu says “It was amazing and easy to understand also, he provides module by module, this help to segregate and study for the certification exam. Thanks to abhay Without doubt, his course helped me to get the certification in the first attempt. Thanks Abhay.”

Shiry Dalal says “With my experience in Sales field, I was looking to get certified with Microsoft Dynamics 365 for Sales i.e. MB2-717 exam. I’m sure I’ll pass with the practice tests and in-depth training”

Rawish Kumar says “Abhay is a really great instructor – Dynamics CRM Sales module has been a grey area for me always but not anymore 🙂 Fingers are crossed for my certification but very confident after this course!”

Dhanvan Mehta says “This is the best course available for not only prepare for MB2-717 exam but also learn the in-depth concepts about Dynamics 365 For Sales. Highly recommended. I will update my review after taking the exam.”

Rajan says “Wow, such an amazing and detailed course. I took this course for MB2-715 exam preparation but didn’t know Abhay went so detail in explaining the functionalities. Kudos!”

Nageswara Reddy says “This is really a wonderful training with step by step process and case studies, you did great job, Abhay”

Lam Chun Man Francis says “After took the free introduction course from Abhay, really enjoy his real life training experience. Then immediate enrolled several paid course. Hope I can get good result on upcoming test.”

and many more…


This course is based on the outline provided by Microsoft on their website. 

This course will teach you theory as well as practical concepts.

So, you have everything you need to become an expert at Dynamics 365 For Sales to boost your Career Growth!


Did you know, Microsoft Dynamics 365 is a cloud based Enterprise Business Solution that help companies in Sales Force Automation, Improve Customer Experience, Field Service management, Project Service Automation, Manage Financials and Operations for any business

Dynamics 365 is one of the primary focus of Microsoft and a lot of innovation is happening towards the improvement of this product and the companies who use Dynamics 365. 

If you are a Consultant or an aspiring Consultant, then this course will help you understand Sales module of Dynamics 365.


Topic: Welcome

  • Welcome

Topic: Create a Customer Organizational Structure

  • Module 1 Overview

  • Understand Important Terms

  • Manage Customer Records

  • Manage The Sales Process

  • Create And Qualify A Lead

  • Manage Opportunity And Create Quote

  • Create Order And Invoice

  • Manage Customer Communication

  • Create Sales Literature Repository

  • Identify And Manage Competitors

  • Module 1 Review

Topic: Manage Leads and Opportunities

  • Module 2 Overview

  • Lead Qualification Process Flow

  • Create And Qualify A Lead

  • Disqualify And Reactivate A Lead

  • Opportunities Inside Sales Process Flow

  • Create An Opportunity

  • Manage An Opportunity

  • Create Records Within An Opportunity

  • Close And Reopen An Opportunity

  • Close An Opportunity As Lost

  • Reopen The Closed Opportunity

  • Close The Opportunity As WON

  • Connect Opportunities With Other Records

  • Resolution Activities

  • Multiple Opportunity Views

  • Module 2 Review

Topic: Manage Relationship and Sales Analysis

  • Module 3 Overview

  • Overview of Relationship Insights

  • Configure Relationship Insights

  • Relationship Assistant

  • Track Interactions with a Specific Email

  • Statistical Analysis of Email Activity

  • Email Engagement Auto-Capture

  • Editable Grids

  • Analysis Using Built-In Reports

  • Export To Excel

  • Export To Excel Templates

  • Module 3 Review

Topic: Manage the Sale Process

  • Module 4 Overview

  • Sales Business Process Flow

  • Sales Territories

  • Configure Currency And Exchange Rates

  • Product Catalog Overview

  • Product Catalog – Unit Groups

  • Product Catalog – Products

  • Product Catalog – Clone Products

  • Product Catalog – Price Lists

  • Product Catalog – Pricing Methods

  • Product Catalog – Discount Lists

  • Product Catalog – Managing Multi Currencies

  • Product Catalog – Product Families

  • Product Catalog – Product Bundles

  • Opportunity – Line Items

  • Currencies And Exchange Rates

  • Quote Lifecycle And Management

  • Working With Orders

  • Working With Invoices

  • Module 4 Review

Topic: Improve Sales Performance

  • Module 5 Overview

  • Goals Inside Dynamics 365

  • Goal Metrics

  • Working With Goals

  • Goals Hierarchy

  • Rollup Queries

  • Export To Word Templates

  • Integrate Charts And Dashboards

  • Module 5 Review

Topic: Manage Customer Information

  • Module 6 Overview

  • Sales Functional Areas

  • Model Relationships And Records

  • Client Access Methods

  • Utilize The Help Center

  • Perform Data Management

  • Perform Lifecycle Management

  • Module 6 Review

Topic: Course Review

  • Course Review

This is one of the most comprehensive course available on Microsoft Dynamics 365 For Sales.

So, go ahead, enroll in this course.

Wish you all the very best.

To Your Success,
Abhay Sharma

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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9 hours on-demand video
4 articles
Full lifetime access
Access on mobile and TV
Certificate of Completion
Become An Expert At Microsoft Dynamics 365 For Sales (CRM)
$218.98 $169


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