Microsoft Dynamics 365 CRM gives your team a centralized platform to manage customer relationships and streamline the sales process. This introductory session walks through the everyday screens a sales rep, sales manager, and marketer use to track every account, contact, lead, and opportunity — and shows how a little marketing and AI can help you sell more with less effort.

Agenda

• The 5 key screens you will use: Accounts, Contacts, Leads, Opportunities, and Dashboards

• Role-based dashboards: Sales Rep, Sales Manager, Marketing Manager, and Management views

• Activity-based selling: Track what each rep is doing daily

• Lead & opportunity management: Qualify, progress, and forecast deals

• Sell more, do a little marketing: Simple campaigns and automated follow-ups

• Sales forecasting & pipelines: Using AI, including Sales Copilot

• Integration with Office: Outlook, Teams, Word, and Excel