Introduction to sales in Dynamics 365

Explore Dynamics 365 customer engagement apps to understand their features, integration capabilities, and tools for better customer interaction.

Explore lead generation and nurturing capabilities in Dynamics 365 Customer Insights - Journeys, including segments, emails, forms, journeys, and event management.

Explore how Dynamics 365 Sales supports lead qualification, AI-assisted prospecting, and seller productivity with the Sales Qualification Agent, work list, sequences, Copilot, and LinkedIn Sales Navigator.

This module explores how AI-powered capabilities in Dynamics 365 Sales help sellers identify customer needs, communicate with stakeholders consistently, and keep every deal moving at the right pace using the Sales Close Agent, Sales Research Agent, Copilot in Microsoft 365, the Focused View, and Microsoft Teams.

This module examines how Dynamics 365 Sales and its integrated AI tools support sellers through the negotiation phase, including Copilot opportunity scoring, the product catalog, the Sales Close Agent, the Sales Research Agent, and Microsoft 365 Copilot.

Explore how Dynamics 365 Sales AI agents and Microsoft 365 Copilot support sellers during the critical closing phase of the sales process through deal intelligence, automated coordination, risk monitoring, and team collaboration.

This module introduces you to sales account management capabilities in Dynamics 365, including Customer Insights – Data, unified customer profiles, measures, segments, predictions, and how Copilot and the Sales Research Agent support proactive account management.

This module explores the forecasting and analytics capabilities of Dynamics 365 Sales, including pipeline management, Relationship Intelligence, AI agents, and Copilot-driven insights.

Examine integration, AI-driven tools, and customization features for tailoring Dynamics 365 customer engagement apps to business requirements.