816705-01 Dynamics 365 Sales & Sales Apps Workshop (CRM)

Code: 816705-01
Course duration: 1 days
Price: $895
Location Period
Greenwich, Connecticut (Virtual Instructor-Led) 07-02
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 07-02
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 07-02
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 07-02
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 07-02
09:00AM to 05:00PM
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Attend Online 07-02
09:00AM to 05:00PM
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Raleigh, North Carolina (Instructor-Led) 07-02
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 07-02
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 07-02
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 07-02
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led) 07-02
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 07-02
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 07-16
09:00AM to 05:00PM
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Secaucus, New Jersey (Instructor-Led) 07-16
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 07-16
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 07-16
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 07-16
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 07-16
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 07-16
09:00AM to 05:00PM
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Attend Online 07-16
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 07-16
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 07-16
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 07-16
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 07-16
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 07-30
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 07-30
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 07-30
09:00AM to 05:00PM
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Greenwich, Connecticut (Instructor-Led) 07-30
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 07-30
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 07-30
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 07-30
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 07-30
09:00AM to 05:00PM
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Attend Online 07-30
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 07-30
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 07-30
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 07-30
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 08-13
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 08-13
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 08-13
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 08-13
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 08-13
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 08-13
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 08-13
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 08-13
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 08-13
09:00AM to 05:00PM
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Attend Online 08-13
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 08-13
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 08-13
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 08-27
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 08-27
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 08-27
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 08-27
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 08-27
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 08-27
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 08-27
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 08-27
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 08-27
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 08-27
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 08-27
09:00AM to 05:00PM
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Attend Online 08-27
09:00AM to 05:00PM
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Attend Online 09-10
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 09-10
09:00AM to 05:00PM
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Washington, D.C. (Instructor-Led) 09-10
09:00AM to 05:00PM
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NYC-23rd Street (Instructor-Led) 09-10
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 09-10
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 09-10
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 09-10
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 09-10
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 09-10
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 09-10
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 09-10
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 09-10
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 09-24
09:00AM to 05:00PM
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Attend Online 09-24
09:00AM to 05:00PM
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Raleigh, North Carolina (Instructor-Led) 09-24
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 09-24
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 09-24
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 09-24
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Instructor-Led) 09-24
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 09-24
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 09-24
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 09-24
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 09-24
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 09-24
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 10-08
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 10-08
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 10-08
09:00AM to 05:00PM
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Attend Online 10-08
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 10-08
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 10-08
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 10-08
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 10-08
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 10-08
09:00AM to 05:00PM
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Secaucus, New Jersey (Instructor-Led) 10-08
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 10-08
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 10-08
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 10-22
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 10-22
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 10-22
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 10-22
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 10-22
09:00AM to 05:00PM
enroll
Attend Online 10-22
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 10-22
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 10-22
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 10-22
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 10-22
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 10-22
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 10-22
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 11-05
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 11-05
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 11-05
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 11-05
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 11-05
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 11-05
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 11-05
09:00AM to 05:00PM
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Attend Online 11-05
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 11-05
09:00AM to 05:00PM
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Washington, D.C. (Virtual Instructor-Led) 11-05
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 11-05
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 11-05
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 11-19
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 11-19
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 11-19
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 11-19
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 11-19
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 11-19
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 11-19
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 11-19
09:00AM to 05:00PM
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Attend Online 11-19
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 11-19
09:00AM to 05:00PM
enroll
Washington, D.C. (Instructor-Led) 11-19
09:00AM to 05:00PM
enroll
NYC-23rd Street (Instructor-Led) 11-19
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 12-03
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 12-03
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Instructor-Led) 12-03
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 12-03
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 12-03
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 12-03
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 12-03
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 12-03
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 12-03
09:00AM to 05:00PM
enroll
Attend Online 12-03
09:00AM to 05:00PM
enroll
Raleigh, North Carolina (Instructor-Led) 12-03
09:00AM to 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led) 12-03
09:00AM to 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led) 12-17
09:00AM to 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led) 12-17
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 12-17
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 12-17
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-17
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 12-17
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 12-17
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 12-17
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led) 12-17
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 12-17
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 12-17
09:00AM to 05:00PM
enroll
Attend Online 12-17
09:00AM to 05:00PM
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Attend Online 01-14
09:00AM to 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led) 01-14
09:00AM to 05:00PM
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Washington, D.C. (Instructor-Led) 01-14
09:00AM to 05:00PM
enroll
NYC-23rd Street (Instructor-Led) 01-14
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 01-14
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-14
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 01-14
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 01-14
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 01-14
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 01-14
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 01-14
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 01-14
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 01-28
09:00AM to 05:00PM
enroll
Attend Online 01-28
09:00AM to 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led) 01-28
09:00AM to 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led) 01-28
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 01-28
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 01-28
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-28
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 01-28
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 01-28
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 01-28
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 01-28
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 01-28
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led) 02-11
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 02-11
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 02-11
09:00AM to 05:00PM
enroll
Attend Online 02-11
09:00AM to 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led) 02-11
09:00AM to 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led) 02-11
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 02-11
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 02-11
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-11
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 02-11
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 02-11
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 02-11
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 02-25
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 02-25
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 02-25
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 02-25
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 02-25
09:00AM to 05:00PM
enroll
Attend Online 02-25
09:00AM to 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led) 02-25
09:00AM to 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led) 02-25
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 02-25
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 02-25
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-25
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Instructor-Led) 02-25
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-11
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-11
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Instructor-Led) 03-11
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-11
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 03-11
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-11
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-11
09:00AM to 05:00PM
enroll
Attend Online 03-11
09:00AM to 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led) 03-11
09:00AM to 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led) 03-11
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 03-11
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-11
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-25
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-25
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-25
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 03-25
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-25
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led) 03-25
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-25
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-25
09:00AM to 05:00PM
enroll
Attend Online 03-25
09:00AM to 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led) 03-25
09:00AM to 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led) 03-25
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 03-25
09:00AM to 05:00PM
enroll

816705-01 Dynamics 365 Sales & Sales Apps Workshop (CRM) 

Course Description 

This one day workshop provides Sales People, Managers and Business Analysts the skills to manage a salesforce and increase sales using the Sales module and Sales App in Microsoft Dynamics 365 (CRM 2016). 

In this workshop, we'll work with Dynamics 365 to establish a Sales Process, Lead Qualification, Account Creation, Contact Management, Opportunity, to Product, Quote, Order and Invoice. In the class will discuss the Dynamics 365 Sales Force Automation tools: Relationship Assistant, Relationship Insights, and Email Engagement, Sales App and Sales Hub. In addition, we will look at LinkedIn Sales Navigator and InsideView for lead Generation.  

Corresponding exam: MB2-717: Microsoft Dynamics 365 for Sales 

Who should Attend: 

The Primary audience for this workshop is Sales People, Managers and Business Analysts and anyone involved in Lead Generation. 

After completing this workshop, students will be able to understand and/or be able to: 

  • Setup Dynamics 365 for Sales for your organization 
  • Choose the feature and functions that will benefit your organization 
  • Work with The Sales and Sales Hub apps 
  • Keep track of customers 
  • Manage the sales process 
  • Create a marketing campaign 
  • Create and manage goals 
  • Import and export data 
  • Use Mobile Devices for Sales 
  • Get better sales performance, intelligence and results! 

Course Outline 

Module 1: Dynamics 365 CRM for Sales Management 

Lessons 

  • An overview of Dynamics 365 Microsoft’s Customer Relationship Management (CRM) software. 
  • Upgrading from Salesforce or a prior version of Dynamics CRM 
  • Dynamics CRM and the alignment of licenses to Dynamics 365 
  • The Sales Apps that are available for Dynamics 365: Browser, Tablet, Phones, Sales App, Outlook Client 
  • Navigation and using the feature of Dynamics 365for sales 
  • Easy task to get started: Importing leads, contacts, tracking a phone call or email 

Module 2: Planning how your organization will use Dynamics 365 

Lessons 

  • Adjust the features and function to match your organization’s specific needs. 
  • Learn the choices available to you 
  • Choose features to enable Dynamics 365 for your specific company’s needs. 
  • Work with and re-design the sales process and related entities: 
  • Leads 
  • Accounts 
  • Contacts 
  • Opportunities 
  • Products (Product Line Items) 
  • Quotes 
  • Orders 
  • Invoices 
  • Importing your contacts or leads to start 

Module 3: Selling with Dynamics 365 Sales Apps and Sales Hub 

Lessons 

  • Working with the Sales modules of D365 (CRM) 
  • Example of how companies are using D365 (CRM) 
  • The default sales (three step) process 
  • Example of four and five step lead qualification processes 
  • Dynamics 365 for Sales standard sales process 
  • Taking sales from leads to orders 
  • How to create and edit a lead 
  • Lead Qualification and converting leads 
  • Why retain closed leads 
  • How to and why Reopen a lead 
  • Creating an opportunity 
  • Close an opportunity and next step 
  • Create or edit a quote 
  • Create or edit an order 
  • Create or edit an invoice 

Module 4: Setting up Sales Management for your organization 

Lessons 

  • Matching your sales style to the Dynamics 365 platform 
  • Features and functions to support a sales organization 
  • Features you can use to track sales 
  • Focusing your organization on sales activities 

Module 5: Additional Sales Components 

Lessons 

  • Sales Connections and Associations 
  • Sales Literature 
  • Tracking Competitors 

Module 6: Managing Sales Opportunities 

Lessons 

  • Qualified Leads 
  • Creating Customer Quotes 
  • Closing Opportunities 

Module 7: Working with the Product Catalog 

Lessons 

  • Products 
  • Price List 
  • Unit of Sales 
  • Discount Price List 
  • Linking to a Products in an accounting system 

Module 8: Sales Administration 

Lessons 

  • Mapping Sales Processes to Business Flows 
  • Tracking your sales efforts with activities 

Module 9 Dynamics 365 for Marketing 

Lessons 

  • Use Activities to track your efforts and customer 
  • Planned Marketing Campaigns with budgets and activities 
  • Create a marketing list 
  • Add assets to a campaign 
  • Create or edit a campaign 
  • Add an activity to a campaign 
  • Track a marketing campaign response 
  • Use Sales Hub on mobile 
  • Marketing Campaigns without budgets and tracking 
  • Using Quick Campaigns for direct marketing 
  • Creating a quick campaign 

Module 10: Monitoring Sales progress with Sales Analysis 

Lessons

  • Creating and Using Charts 
  • Creating Dashboards 
  • Standard Templates by sales role 

Module 11: Working with Sales Metrics and Goals 

Lessons

  • Establishing Sales Goals 
  • Sales Metrics 
  • Tracking Sales Progress 

Module 12: Reporting and Power BI 

Lessons

  • Reports and printing 
  • Run a report 
  • Add or edit Power BI visualizations on your dashboard 

Module 13: Artificial Intelligence (AI) for Salesforce Automation 

Lessons

  • Relationship Assistant 
  • Sales App, 
  • Email Engagement 
  • Relationship Insights 

Module 14: Workshop Review 

Lessons

  • Sales Apps that are available for Dynamics 365 
  • Planning how your organization will use Dynamics 365 
  • Selling with Dynamics 365 Sales Apps and Sales Hub 
  • Setting up Sales Management for your organization 
  • Additional Sales Components 
  • Managing Sales Opportunities 
  • Working with the Product Catalog 
  • Sales Administration 
  • Dynamics 365 for Marketing 
  • Monitoring progress with Sales Analysis 
  • Working with Sales Metrics and Goals 
  • Reporting and Power BI 
  • Artificial Intelligence (AI) for Salesforce Automation 
  • Preparing for the Microsoft Dynamics 365 for Sales Exam MB2-717 

Prerequisites 

This course requires that you meet the following prerequisites: 

Basic computer entry skills, such as MS Word 

 

Guaranteed to Run

2021-08-11 09:00 to 2021-08-13 17:00
Attend Online
2021-07-28 09:00 to 2021-07-30 17:00
Attend Online
2021-07-21 09:00 to 2021-07-23 17:00
Attend Online
2021-07-07 09:00 to 2021-07-09 17:00
Attend Online
2021-07-07 09:00 to 2021-07-09 17:00
Attend Online
2021-07-01 09:00 to 2021-07-02 17:00
Attend Online
2021-07-01 09:00 to 2021-07-02 17:00
Attend Online
2021-07-01 09:00 to 2021-07-02 17:00
Attend Online
2021-06-30 09:00 to 2021-07-02 17:00
Attend Online
2021-06-21 09:00 to 2021-06-25 17:00
Attend Online

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