MANDATORY: TechFluent | IBI Pre-Training – VIRTUAL

MANDATORY: TechFluent | IBI PRE-TRAINING

The Sales curriculum is crafted specifically for individuals who are new to Dynamics 365 Sales. It offers a clear, step-by-step introduction to the tools and workflows that help manage customer relationships and drive sales. Through 37 easy-to-follow micro-courses and guided learning paths, learners gain hands-on experience navigating the system and understanding the end-to-end sales cycle.

• Get familiar with the Sales app interface and navigation
• Learn how to manage customer data with accounts and contacts
• Track emails, calls, and tasks using activity management
• Understand how to create and move opportunities through the sales pipeline
• Explore how to create quotes and use sales forecasting tools

This beginner-friendly curriculum ensures learners develop a strong grasp of CRM fundamentals and are prepared to use Dynamics 365 Sales in real-world contexts.