Microsoft Dynamics 365 CRM helps your sales team manage customer relationships, track opportunities, and close deals faster. This session is designed for teams new to CRM or evaluating Microsoft’s platform — you’ll see the key screens, dashboards, and workflows that make CRM easy to adopt and immediately productive.

Agenda

· The 5 key screens: Accounts, Contacts, Opportunities, Leads, Dashboards

· Navigating the sales pipeline and opportunity management

· Activity-based selling: tracking calls, emails, and meetings

· Sales forecasting and pipeline analytics using AI

· Copilot in CRM: AI-generated summaries and next-best actions

· Dashboard views for sales reps, managers, and executives

· Integration with Outlook, Teams, and Business Central

· Getting started: licensing, setup, and quick wins