Getting started with Dynamics Sales Professional is a shorter course with the main aim is to help you get started with the Sales Hub.

Getting started with Dynamics Sales Hub
Sales hub initial dashboard
  • Do you have a lot of questions when you first open Dynamics?
  • For you is dynamics an admin chore you want to avoid?
  • Do you know how you can change this from a headache to valuable tool you cant live without?
  • Are you brand new to Dynamics?
  • What do you do when you turn on the computer?
  • Do you know what information you need to put into the system?
  • Why would you track items from outlook?
  • Do you know the benefits of the phone / tablet app?

If any of the above sound like something you would like to know the answer to this is the course for you.

What is the Agenda

  • What is the system
  • How navigate around
  • What is a customer life cycle
  • Account Management
  • Contact Management
  • Opportunity Management
  • *Marketing list and Campaigns Overview

Items with a * are an over view only in that we discuss them but there is no learning component in this course

Who should Attend?

This course is designed for people who want to get started with Dynamics or have it but are not sure on what they can actually do.

The session is run using the out of the box sales hub on unified interface and designed to give you the confidence to work on your own application.

What are the costs?

VIP
Standard
Charity

  • Classroom1 long Day (Net)

  • £ 290
    £ 330
    270

  • Access to a trial System
  • Number of days available after course
    20
  • Facebook Support group
  • Contact Contact Contact

  • Classroom2 days relaxed (Net)

  • £ 472
    £ 537
    439

  • Access to a trial System
  • Number of days available after course
    15
  • Facebook Support group
  • Contact Contact Contact

  • Webinar / Remote4 x 2 hour sessions (Net)

  • £ 240
    £ 280
    220

  • Access to a trial System
  • Number of days available after course
    15
  • Facebook Support group
  • Contact Contact Contact

Who are your trainers?

Claire D365 Life Without Code Owner
Claire D365 Life Without Code

What next?

After completing this course your next step would be the monthly end user btye sized training or the Tips and Tricks for the end user course (or both)

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