Looking for PowerObjects? Don’t worry, you’re in the right place! We’ve been part of HCL for several years, and we’ve now taken the final step in our acquisition journey: moving our website to the HCL domain. Nothing else is changing – we are still fanatically focused on Microsoft Business Applications!

Dynamics 365 Sales

Duration: 1 day

Delivered as: 1 day 8.5 hours or 2-day x 4 hours


Learn more about what Dynamics 365 Sales has to offer as a powerful sales force automation tool for your organization. This instructor-led course is a deep-dive into the default record types, processes and configuration of the Dynamics 365 Sales application. Explore the core record types and functionality of lead to opportunity management, marketing lists, campaigns, competitors, quotes, orders, invoices, territories and sales literature. Configure key functionality of the application using Product Catalog, Playbooks, and Forecast settings as well as other administrative settings.


This course is designed to support individuals who will be setting up, administrating, and maintaining the Dynamics 365 Sales application as their main job role. While helpful for key stakeholders of Sales processes to understand capabilities of the application it is generally not recommended for sales application users, but rather administrators and Sales subject matter experts migrating from other sales solutions to fully grasp the feature-set of the Sales application.

Topics Covered
  • In-App Marketing functionality of Leads, Marketing Lists, Campaigns, and Quick Campaigns
  • Core Sales record overviews of Lead to Opportunity Management, Quotes, Orders, Invoices, Competitors, Sales Literature, Territories
  • Configuration of Sales app settings for the Product Catalog, Playbooks, and Forecasts
  • Overview of Sales-Insights and recent application enhancements

Required Prerequisites

Participants are highly advised to be comfortable and confident with the following skills and concepts for a successful learning experience:

  • Search; navigation; activities; and advanced find within Microsoft Dynamics 365
  • Creating views; charts; and dashboards
  • Data entry in forms and process flows

Recommended Prerequisites

Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:

  • Understanding of data or relational databases is helpful as well as familiarity with sales processes
  • Dynamics 365 data structure and user experience customization
  • Dynamics 365 University Dataverse 100 is recommended as a prerequisite or in conjunction with this course as an overall introduction to end-user functionality.

Related Certifications

The value of a Dynamics 365 University training is in the knowledge acquired, but there’s a professional and career value as well. Demonstrate expertise with achievements through PowerObjects. Learn More