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MANDATORY: TechFluent | IBI Pre-Training – VIRTUAL

September 24 @ 9:00 am - 9:30 am CDT

 

MANDATORY: TechFluent | IBI PRE-TRAINING

In this 30-minute Session Elif Item, Founder and CEO from IBI, will introduce the IBI Platform. Over the next 3 days you will use the IBI platform to learn about the Sales, Service and Field Service Modules and how to properly configure them.
These learning modules are self-paced and support your pursuit of the PL-200 and MB-910 Certifications. You will only have 30 days to complete this self-study. Delivered virtually via Teams to all students.

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.

Details

Date:
September 24
Time:
9:00 am - 9:30 am CDT
Event Category:
Event Tags:
Website:
https://techfluentacademy.org/

Organizer

TechFluent Academy
Phone
507-497-2755
Email
carol@techfluentacademy.org
View Organizer Website