Manage relationships with relationship selling in Dynamics 365 Sales

Functional Consultant
Business User
Dynamics 365

Selling today is about building long-standing relationships with customers. Customers should see you as a trusted advisor to whom they can turn when they need guidance. Building relationships is about knowing who your customers are, what they need, and when to engage with them. Microsoft Social Engagement and LinkedIn Sales Navigator are examples of applications that you can integrate with Dynamics 365 to build these relationships. Additionally, knowing which sales play to execute based on specific situations and understanding the overall health of a customer's relationship with your organization can help to increase your volume and quantity of sales.

Learning objectives

In this module, you will:

  • Discover best practices
  • Work with sales playbooks
  • Manage relationship health with Sales Insights
  • Recognize features of Sales Navigator


Target Audience should have a basic understanding of how to navigate the Dynamics 365 application. Familiarity with creating and managing cases or creating and managing leads and opportunities is also helpful.