AB-6003: Introduction to sales in Dynamics 365

The Introduction to sales in Dynamics 365 (AB-6003) course is a 1-day instructor-led training. It provides a practical first look at Dynamics 365 Sales: managing leads and opportunities, working the sales process and using Copilot to sell smarter. Delivered by Esamatic srl, Microsoft Learning Partner in Milan, with Microsoft Certified Trainers.

• Duration: 1-day of instructor-led training
• Focus: Dynamics 365 Sales fundamentals
• Platform: Dynamics 365 Sales, Copilot
• Approach: Hands-on labs and real business scenarios

Course Overview: Introduction to sales in Dynamics 365

This introductory course walks participants through the core sales scenarios in Dynamics 365: capturing and qualifying leads, managing opportunities and quotes, understanding the standard sales process, and using dashboards and Copilot to stay on top of the pipeline. Ideal as a first step for teams adopting Dynamics 365 Sales or migrating from another CRM.

Learning Objectives

1. Sales navigation — work confidently with leads, opportunities, accounts and contacts
2. Sales process — follow the standard qualify-develop-propose-close process
3. Copilot basics — use Copilot for record summaries, email drafts and catch-ups
4. Pipeline visibility — use views, charts and dashboards to track sales performance

Who Should Attend

This course is designed for new Dynamics 365 Sales users, sales teams onboarding to the platform and business stakeholders evaluating Dynamics 365.

Prerequisites

• No prior Dynamics 365 experience required
• Familiarity with basic sales concepts is helpful

Why Train with Esamatic

All sessions are delivered live by Microsoft Certified Trainers using official Microsoft courseware, with hands-on labs and real-world scenarios. Available as open enrollment or dedicated company sessions, on-site or remote.