---
url: "https://xcademia.com/courses/dynamics-365-sales-practitioner"
title: Dynamics 365 Sales Practitioner
description: "Learn Dynamics 365 Sales with pipeline management, forecasting, and Copilot features in this mentor-led course with practical scenarios."
publishedAt: "2026-03-30T04:36:47.345766+00:00"
updatedAt: "2026-03-30T22:50:53.7265+00:00"
type: course
code: "ITS-0103"
level: Practitioner
duration_days: "3"
track: Microsoft Dynamics 365
category: "IT Service, Governance & Compliance"
credential_tier: tier1
price_gbp: "1999"
---

# Dynamics 365 Sales Practitioner

> Manage sales pipelines, customer relationships, and forecasting using Dynamics 365 Sales. This mentor-led course uses practical scenarios to build real-world CRM sales expertise.

## Overview

This Dynamics 365 Sales Practitioner programme is designed to help professionals effectively manage sales processes using Microsoft Dynamics 365. It focuses on building practical skills in lead and opportunity management, pipeline tracking, and customer engagement within a modern CRM environment.

Through mentor-led sessions and practical scenarios, learners will explore how to optimise sales workflows, improve forecasting accuracy, and enhance team productivity. The course also introduces Microsoft Copilot capabilities and integration with Microsoft 365 tools to streamline communication and decision-making.

By the end of the programme, participants will be able to manage end-to-end sales cycles, leverage CRM insights for better outcomes, and support data-driven sales strategies. This course prepares learners for real-world CRM roles with a strong focus on operational efficiency and business impact.

## Prerequisites

- Basic understanding of sales processes
- Familiarity with CRM concepts
- Experience using business applications (recommended)

## What you will learn

- Analyse sales pipelines and performance
- Implement lead and opportunity workflows
- Design effective sales processes
- Evaluate forecasting and reporting methods
- Communicate sales insights to stakeholders
- Lead CRM-driven sales improvements

## Skills you will gain

- Lead and opportunity management
- Sales pipeline tracking
- Forecasting and reporting
- CRM workflow automation
- Customer relationship management
- Copilot productivity features

## Career progression

- Sales Operations Specialist
- CRM Consultant
- Business Applications Analyst
- Sales Coordinator

## Curriculum

1. **Module 1:  Introduction to Dynamics 365 Sales**
   - Overview of Dynamics 365 Sales
   - CRM sales concepts and terminology
   - Navigation and interface basics
2. **Module 2: Lead & Opportunity Management**
   - Lead capture and qualification
   - Opportunity lifecycle management
   - Pipeline tracking and stages
3. **Module 3: Sales Processes & Automation**
   - Business process flows
   - Workflow automation basics
   - Task and activity management
4. **Module 4: Forecasting & Sales Insights**
   - Sales forecasting models
   - Pipeline analysis and reporting
   - Performance tracking metrics
5. **Module 5: Customer Engagement & Relationship Management**
   - Account and contact management
   - Communication tracking
   - Customer interaction history
6. **Module 6: Copilot & Productivity Tools**
   - Introduction to Copilot in Dynamics 365
   - AI-assisted sales insights
   - Microsoft 365 integration
7. **Module 7:  Integration & Reporting**
   - Integration with Microsoft tools
   - Dashboards and reporting
   - Data-driven decision making

## Exam & certification

You will receive an Xcademia certificate of completion based on participation and successful completion of labs and scenario simulations.

## Delivery options

- **Live Online** — Join live instructor-led sessions from anywhere. Interactive, engaging, and flexible.
- **Onsite Training** — We come to you. Training delivered at your workplace for teams of 6 or more.
- **Venue-Based** — Classroom training at a professional venue. Ideal for focused, immersive learning.
- **Blended** — Combine online and in-person learning for maximum flexibility and impact.

## Frequently asked questions

**Is this course suitable for beginners?**

It is best suited for those with basic CRM or sales knowledge.



**Will I use Dynamics 365 during training?**

Yes, you will work through practical scenarios and guided exercises.



**Does this include AI features?**

Yes, it includes Copilot features for sales productivity.



**What skills will I gain?**

You will learn sales processes, forecasting, and CRM workflows.



**Is this aligned to a certification?**

No, it is an Xcademia original practitioner-level programme.

## Course at a glance

| Field | Value |
| --- | --- |
| Code | ITS-0103 |
| Duration | 3 days |
| Level | Practitioner |
| Track | Microsoft Dynamics 365 |
| Category | IT Service, Governance & Compliance |
| Credential tier | tier1 |
| Price (GBP) | £1999 |

---

## About this content

This Markdown course profile is the citation-grade twin of [Dynamics 365 Sales Practitioner](https://xcademia.com/courses/dynamics-365-sales-practitioner). It is published by **Xcademia** (UK Companies House 12322710) and is available for AI search engines and large language models to index, summarise, and cite.

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