Course Duration
1 Day
Microsoft
Authorized Training
IT
Course cost:
was £935 + VAT
£842 + VAT
IT Certification Overview
This course teaches how to enhance and automate business processes using Dynamics 365 customer engagement apps, with a focus on native interconnectivity with Microsoft 365. Learners will explore unifying profiles, creating personalised customer journeys with AI-assisted Dynamics 365 Customer Insights, and improving selling efficiency through AI-driven Sales features.
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I had absolutely no experience in this field, but Newto Training recognised my potential and supported me every step of the way. The real-life scenarios were invaluable in making me job-ready.
The tutors at Newto are consistently patient, clear and more than willing to help. I couldn't have asked for a better learning environment.
From day one I felt welcomed and supported. The live sessions were interactive and the resources well thought-out. I passed my exam on the first attempt thanks to them.
I was nervous about switching careers but the practical approach and continual 1-to-1 support gave me the confidence I needed to succeed."
The training material was excellent, and the instructors really brought the subject to life with hands-on lab work. I feel fully prepared for the workplace."
What impressed me most was the flexibility and responsiveness of the support team. Whenever I had a question, they were there even outside of normal hours.
The course structure was superb. A great mix of theory and practice delivered at a pace that made sense even for beginners. Highly recommended.
Switching into IT felt overwhelming, but Newto Training made the journey manageable and quite enjoyable. Their coaching style is top class.
I particularly appreciated the way complex topics were broken down into manageable chunks, and the tutor actively encouraged questions at every stage.
The live-taught interactive classes set Newto apart from other providers. It wasn't just video-based learning and the real engagement made all the difference.
The cyber course exceeded my expectations. They've been on hand for everything and are constantly in touch with me
The resources provided were spot on and the teaching style made everything easy to understand. I particularly appreciated the extra help offered when needed.
Enrolling with Newto was one of the best decisions I've made. The job-readiness focus, strong teaching and excellent support all stood out.
I completed my SQL course and now feel confident in my skills. The real-world examples and supportive tutors made it all click.
I've just passed my AZ-900 exam thanks to the support received from Ken in the boot camp and his exam preparation sessions.
I've gained a qualification and the confidence to use it in real-world scenarios.
Their commitment to student success is obvious from the personalised guidance to the quality of delivery. I'd recommend them without hesitation.
Every tutor I encountered was professional, encouraging and keen to see me succeed. That personal touch made a big difference.
I'm now in a role I once thought was out of reach, thank you to the all the team
The bootcamps were excellent, we were given practical projects to complete and I feel so much more confident with my coding skills
I had absolutely no experience in this field, but Newto Training recognised my potential and supported me every step of the way. The real-life scenarios were invaluable in making me job-ready.
The tutors at Newto are consistently patient, clear and more than willing to help. I couldn't have asked for a better learning environment.
From day one I felt welcomed and supported. The live sessions were interactive and the resources well thought-out. I passed my exam on the first attempt thanks to them.
I was nervous about switching careers but the practical approach and continual 1-to-1 support gave me the confidence I needed to succeed."
The training material was excellent, and the instructors really brought the subject to life with hands-on lab work. I feel fully prepared for the workplace."
What impressed me most was the flexibility and responsiveness of the support team. Whenever I had a question, they were there even outside of normal hours.
The course structure was superb. A great mix of theory and practice delivered at a pace that made sense even for beginners. Highly recommended.
Switching into IT felt overwhelming, but Newto Training made the journey manageable and quite enjoyable. Their coaching style is top class.
I particularly appreciated the way complex topics were broken down into manageable chunks, and the tutor actively encouraged questions at every stage.
The live-taught interactive classes set Newto apart from other providers. It wasn't just video-based learning and the real engagement made all the difference.
I had absolutely no experience in this field, but Newto Training recognised my potential and supported me every step of the way. The real-life scenarios were invaluable in making me job-ready.
The tutors at Newto are consistently patient, clear and more than willing to help. I couldn't have asked for a better learning environment.
From day one I felt welcomed and supported. The live sessions were interactive and the resources well thought-out. I passed my exam on the first attempt thanks to them.
I was nervous about switching careers but the practical approach and continual 1-to-1 support gave me the confidence I needed to succeed."
The training material was excellent, and the instructors really brought the subject to life with hands-on lab work. I feel fully prepared for the workplace."
What impressed me most was the flexibility and responsiveness of the support team. Whenever I had a question, they were there even outside of normal hours.
The course structure was superb. A great mix of theory and practice delivered at a pace that made sense even for beginners. Highly recommended.
Switching into IT felt overwhelming, but Newto Training made the journey manageable and quite enjoyable. Their coaching style is top class.
I particularly appreciated the way complex topics were broken down into manageable chunks, and the tutor actively encouraged questions at every stage.
The live-taught interactive classes set Newto apart from other providers. It wasn't just video-based learning and the real engagement made all the difference.
The cyber course exceeded my expectations. They've been on hand for everything and are constantly in touch with me
The resources provided were spot on and the teaching style made everything easy to understand. I particularly appreciated the extra help offered when needed.
Enrolling with Newto was one of the best decisions I've made. The job-readiness focus, strong teaching and excellent support all stood out.
I completed my SQL course and now feel confident in my skills. The real-world examples and supportive tutors made it all click.
I've just passed my AZ-900 exam thanks to the support received from Ken in the boot camp and his exam preparation sessions.
I've gained a qualification and the confidence to use it in real-world scenarios.
Their commitment to student success is obvious from the personalised guidance to the quality of delivery. I'd recommend them without hesitation.
Every tutor I encountered was professional, encouraging and keen to see me succeed. That personal touch made a big difference.
I'm now in a role I once thought was out of reach, thank you to the all the team
The bootcamps were excellent, we were given practical projects to complete and I feel so much more confident with my coding skills
The cyber course exceeded my expectations. They've been on hand for everything and are constantly in touch with me
The resources provided were spot on and the teaching style made everything easy to understand. I particularly appreciated the extra help offered when needed.
Enrolling with Newto was one of the best decisions I've made. The job-readiness focus, strong teaching and excellent support all stood out.
I completed my SQL course and now feel confident in my skills. The real-world examples and supportive tutors made it all click.
I've just passed my AZ-900 exam thanks to the support received from Ken in the boot camp and his exam preparation sessions.
I've gained a qualification and the confidence to use it in real-world scenarios.
Their commitment to student success is obvious from the personalised guidance to the quality of delivery. I'd recommend them without hesitation.
Every tutor I encountered was professional, encouraging and keen to see me succeed. That personal touch made a big difference.
I'm now in a role I once thought was out of reach, thank you to the all the team
The bootcamps were excellent, we were given practical projects to complete and I feel so much more confident with my coding skills
Prerequisites
There are no specific prerequisites for this course.
Target audience
This course is designed for:
This course is designed for professionals who aim to enhance and automate business processes using Dynamics 365 customer engagement apps, while leveraging native interconnectivity with Microsoft 365. It is ideal for those looking to unify profiles, create personalised customer journeys with AI-assisted Dynamics 365 Customer Insights, and improve selling efficiency through AI-driven Sales features.
Learning Objectives
By the end of this course, learners will be able to:
- Describe the foundations and features of Dynamics 365 customer engagement apps
- Explore lead generation and nurturing using Dynamics 365 Customer Insights - Journeys
- Analyse lead qualification and AI-assisted prospecting in Dynamics 365 Sales
- Identify customer needs and manage relationships using AI-powered tools
- Negotiate deal terms and address objections with AI-driven support
- Close customer deals using Dynamics 365 Sales AI agents and Microsoft 365 Copilot
- Manage sales accounts and forecasting with analytics and AI insights
Introduction to sales in Dynamics 365 Course Content
Foundations of Dynamics 365 Customer Engagement Apps
- Overview of customer engagement apps and their features
- Integration capabilities and tools for customer interaction
- Navigation within customer engagement apps
- Timeline feature
- Security in customer engagement apps
- AI form filling assistant
- Communications assistant
- Copilot Chat prompting
- Exercise: Navigate Dynamics 365 apps
Lead Generation in Dynamics 365
- Use cases for Customer Insights - Journeys
- Lead generation and nurturing
- Segments, marketing emails, and forms
- Customer journeys and event management
- Exercise: Build and use a lead nurturing journey template
- Simulation: Create a customer journey
Lead Qualification in Dynamics 365
- Use cases for Dynamics 365 Sales
- Lead to opportunity process
- AI in sales prospecting
- Work list and sequences
- Sales Qualification Agent and Sales Research Agent
- Copilot and LinkedIn Sales Navigator
- Exercise: Work with the Sales Accelerator Work List
Identifying Customer Needs and Exploring Relationships
- Sales Close Agent and Sales Research Agent
- AI agents for pipeline analysis, lead qualification, and opportunity engagement
- Copilot in Microsoft 365 for customer engagement
- Focused View in the sales process
- Collaboration with Microsoft Teams
Negotiating Deal Terms and Addressing Objections
- Copilot in sales and negotiation
- Product catalog in Dynamics 365 Sales
- Sales Close Agent and Sales Research Agent in negotiation
- Microsoft 365 Copilot in negotiation
- AI-assisted deal negotiation process
Closing Customer Deals in Dynamics 365
- Sales Close Research Agent in closing
- Sales Close Agent in Engage mode
- Sales Research Agent in closing
- Sales in Microsoft 365 Copilot in closing
- Reviewing the sales close process with AI assistance
Sales Account Management in Dynamics 365
- Core capabilities of Dynamics 365 Customer Insights – Data
- Unified customer profiles
- Measures, segments, and predictions
- Churn risk prediction and Customer Lifetime Value
- Using Customer Insights - Data in other apps
- Copilot in Sales for account management
- Sales Research Agent in account management
Forecasting, Pipeline Management, and Analytics
- Forecasting in Dynamics 365 Sales
- Pipeline management
- Relationship Intelligence and analytics
- Monitoring AI agents
- Copilot in Sales for forecasting and reporting
- Sales Qualification Agent and Sales Close Agent in forecasting and reporting
- Exercise: Experience the supervisor workflow
Shared Capabilities in Dynamics 365 Customer Engagement Apps
- Tailoring customer engagement apps to business needs
- Microsoft Power Platform integration
- Reporting capabilities: charts, dashboards, and views
- Microsoft 365 integrations
- Copilot capabilities in customer engagement apps
- Autonomous agents in Dynamics 365
Exams and assessments
Module assessments and knowledge checks are included throughout the course.
Hands-on learning
The course includes practical exercises and simulations, such as navigating Dynamics 365 apps, building and using lead nurturing journey templates, creating customer journeys, working with the Sales Accelerator Work List, and experiencing the supervisor workflow.
Upcoming Dates
Dates and locations are available on request. Please contact us for the latest schedule.
Advance Your Career with Introduction to sales in Dynamics 365
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