Course Overview
This Dynamics 365 Sales Practitioner programme is designed to help professionals effectively manage sales processes using Microsoft Dynamics 365. It focuses on building practical skills in lead and opportunity management, pipeline tracking, and customer engagement within a modern CRM environment.
Through mentor-led sessions and practical scenarios, learners will explore how to optimise sales workflows, improve forecasting accuracy, and enhance team productivity. The course also introduces Microsoft Copilot capabilities and integration with Microsoft 365 tools to streamline communication and decision-making.
By the end of the programme, participants will be able to manage end-to-end sales cycles, leverage CRM insights for better outcomes, and support data-driven sales strategies. This course prepares learners for real-world CRM roles with a strong focus on operational efficiency and business impact.
Hands-On Learning
Work on real sales scenarios including pipeline management and forecasting exercises.
Mentor-Led Sessions
Expert mentor-led sessions with guided CRM workflows and sales use cases.
Career-Ready Skills
Develop practical CRM sales skills aligned with business performance goals.
Learning Outcomes
Analyse sales pipelines and performance
Implement lead and opportunity workflows
Design effective sales processes
Evaluate forecasting and reporting methods
Communicate sales insights to stakeholders
Lead CRM-driven sales improvements
Prerequisites
Basic understanding of sales processes
Familiarity with CRM concepts
Experience using business applications (recommended)
Detailed Syllabus
Step-by-step learning journey from basics to professional practice
Topics Covered
- Overview of Dynamics 365 Sales
- CRM sales concepts and terminology
- Navigation and interface basics
Skills You'll Gain
Master these in-demand skills through hands-on practice
Career Progression
A clear view of the roles this programme supports, what typically comes next, and where learners progress over time
Ways to Learn
Choose the learning format that works best for you and your team
Live Online
Instructor-Led Training
Join live instructor-led sessions from anywhere. Interactive, engaging, and flexible.
- Live instructor interaction (real-time)
- Trainer-led walkthroughs and real examples
- Guided resources and session notes provided
- Structured Q&A and practical discussion
Price per person
Group enrolments and early planning options available.
All prices are exclusive of VAT where applicable. Group enrolments and custom packages available on request.
Prefer a Faster, Personalised Route into IT?
Not everyone learns best in a group. If you want focused guidance, faster clarity, and confidence you can use on the job, our 1-to-1 Fast-Track Training gives you private, mentor-led support tailored to your experience and goals.
"Many learners choose 1-to-1 when they want understanding, not memorisation."
Exam & Certification Information
Everything you need to know about the certification exams
Important Information
You will receive an Xcademia certificate of completion based on participation and successful completion of labs and scenario simulations.
Credential
Certificate of Completion
On successful completion of Dynamics 365 Sales Practitioner, learners receive an Xcademia Certificate of Completion. This standalone certificate is issued directly by Xcademia and is aligned with globally recognised frameworks and best practices.
Frequently Asked Questions
Everything you need to know about this course
It is best suited for those with basic CRM or sales knowledge.
Ready to Start Your Learning Journey?
Take the next step in your professional development