Empower Your Sales and Service Teams with Dynamics 365 Training

Download Course Contents

Dynamics 365 Sales and Service Course Overview

Dynamics 365 Sales and Service is a course designed to provide students with the skills to become proficient in the use of Microsoft Dynamics 365 for Sales and Service. It is aimed at those with little or no experience of Dynamics 365, and no prior knowledge of Dynamics 365 is assumed.
The course covers a range of topics related to Dynamics 365 and provides students with an introduction to the features, tools, and processes used in Dynamics 365. The course focuses on two application areas in Dynamics 365: Sales and Service.
The Sales module covers topics such as setting up sales organizations, managing sales teams, and utilizing sales-oriented dashboards to effectively manage customer relationships, opportunities, and pipelines.
The Service module covers topics such as setting up service organizations, managing service teams, and using service-oriented dashboards to effectively manage customer service requests, cases, and queues.
Throughout the course, students will have the opportunity to practice applying their knowledge to real-world scenarios, as well as completing hands-on activities and exercises. Students will also have the chance to take assessments to measure their level of understanding and to identify any areas for further development.
At the end of the course, students should have gained the confidence to use Dynamics 365 for Sales and Service professionally, and they’ll be prepared to implement their knowledge in the workplace.

The 1-on-1 Advantage

Get 1on-1 session with our expert trainers at a date & time of your convenience.

Flexible Dates

Start your session at a date of your choice-weekend & evening slots included, and reschedule if necessary.

4-Hour Sessions

Training never been so convenient- attend training sessions 4-hour long for easy learning.

Destination Training

Attend trainings at some of the most loved cities such as Dubai, London, Delhi(India), Goa, Singapore, New York and Sydney.

You will learn:

Module 1: Configure Dynamics 365 Sales
  • Configure organization and management settings
  • Lab: Lab 1.1: Validate lab environment
  • Manage leads with Dynamics 365 Sales
  • Manage opportunities with Dynamics 365 Sales
  • Lab: Lab 2.1: Manage customers
  • Manage and organize your product catalog with Dynamics 365 Sales
  • Process sales orders with Dynamics 365 Sales
  • Define and track individual goals with Dynamics 365 Sales
  • Use goal metrics in Dynamics 365 Sales
  • Create a survey project with Dynamics 365 Customer Voice
  • Create surveys with Dynamics 365 Customer Voice
  • Send Dynamics 365 Customer Voice surveys
  • Get started with Cases
  • Managing Cases
  • Use queues to manage case workloads
  • Create or update records automatically
  • Unified routing
  • Create and manage entitlements
  • Create and manage service-level agreements
  • Create knowledge management solutions
  • Use knowledge articles to resolve cases
  • Create and manage SLAs
  • Create a survey project
  • Create surveys
  • Send surveys
  • Automate surveys
  • Configure Customer Service Scheduling
  • Schedule services
  • Getting started
  • Routing and work distribution
  • Deploy an SMS channel
  • Deploy chat widgets
  • Create smart assist solutions
  • Getting started
  • Registering and managing devices
  • Create custom apps
  • Integrate a Power Virtual Agents bot
  • Configure Microsoft Dynamics 365 Field Service
  • Configure bookable resources
  • Schedule crews, facilities, and resource pools
  • Work order management, agreements, inventory, and purchasing
  • Manage incident types
  • Inspections
  • Manage scheduling options
  • Customize the schedule board
  • Deploy Resource Scheduling Optimization (RSO)
  • Get started with the Field Service mobile app
  • Customize and configure the mobile app
  • Integrate Remote Assist
  • Configure Field Service work orders
  • Customer assets
  • Create work orders from IoT data
  • Stages of scheduling (manual, semi-automated, fully automated) along with
  • Configuring Agreements for preventive maintenance
  • Basics of connected Field service
  • High-level overview of AR/VR for Field service (FS guides and HoloLens app)
Live Online Training (Duration : 48 Hours)
We Offer :
  • 1-on-1 Public - Select your own start date. Other students can be merged.
  • 1-on-1 Private - Select your own start date. You will be the only student in the class.

2450 + If you accept merging of other students. Per Participant & excluding VAT/GST
4 Hours
8 Hours
Week Days

Start Time : At any time

12 AM
12 PM

1-On-1 Training is Guaranteed to Run (GTR)
Group Training
2100 Per Participant & excluding VAT/GST
05 - 10 Jun
09:00 AM - 05:00 PM CST
(8 Hours/Day)
03 - 08 Jul
09:00 AM - 05:00 PM CST
(8 Hours/Day)
Course Prerequisites

A basic understanding of Windows platforms, SQL, and a familiarity with the Microsoft Office platform are helpful for participating in Dynamics 365 for Sales and Service training. A basic knowledge of customer relationship management (CRM) concepts is also beneficial.

Target Audience

The target audience for Dynamics 365 Sales and Service training are professionals and businesses who already have some experience with the Dynamics 365 platform
This training would be beneficial to sales and service professionals responsible for managing, understanding, and leveraging all the components of the sales and service operations within Dynamics 365
It also would also be beneficial for professionals and businesses that are looking for deeper insights and more advanced features in their customer relationship management activities such as forecasting, customer analytics, and customer recognition
The training would provide topics such as customer service optimization, customer segmentation, workflow automation, and customer onboarding
It is designed to cater to the skills and abilities of professionals who want to maximize their Dynamics 365 capabilities for their business

Learning Objectives of Dynamics 365 Sales and Service

1. Understand the fundamental concepts and functionalities of Dynamics 365 Sales and Service.
2. Gain hands-on experience of the features and benefits of the out-of-the-box (OOTB) Sales and Service components.
3. Develop the skills to create Sales and Service entities, configure and leverage the power of Process Flows, add custom fields and forms, and customize the User Interface.
4. Learn how to utilize machine learning, Automate and Respond intelligent workspaces, and configure Knowledge Management.
5. Understand how to leverage Dynamics 365 Sales and Service to integrate with additional applications, leverage AI and analytics, and obtain power insights.
6. Train to apply the core concepts of Sales and Service, how to capture customer and sales data, nurture relationships, and automate the sales process.
7. Develop the ability to evaluate processes, identify areas for optimization, and implement necessary enhancements.
8. Integrate apps & services and build custom solutions for specific business needs.
9. Gain an understanding of Dynamics 365 product and services offerings, pricing structures, and support options.

Student Feedback  (Check Koenig Feedback on Trustpilot)

Q1 Say something about the Trainer? Q2 How is Koenig different from other training Companies? Q3 Will you come back to Koenig for training ?
on Trust Pilot
Student Name Feedback
Lynn Maxwell
United States
A1. Rizwan was very clear and concise. Super engaging and excellent to work with. I'm glad I was paired with him.
Niranjan Dass
United States
A1. Excellent knowledge provider, proactive and very good human being.
Ms. Shruti Agrawal
United States
A1. Thankyou for such an amazing experience, I really enjoyed the training. The teaching style and explanations of topics and trainer knowledge is very versed.
Nimeesha Kenguva
United States
A1. The training went well.Thank you Rizwan Khan
D Tejash Reddy
United States
A1. The trainers are really good with lots of knowledge. Appreciate their efforts. Good to be a part of this training. *Microsoft is so lucky for their technology to be driven deep into many of us with the Koenig trainers.
Darshanagouda Patil
United States
A1. Teaching skill is good
United States
A1. The trainer was excellent, I enjoyed and also learned a lot. He was very professional yet very approachable.
United States
A1. yes, he explains the concepts well
Poojitha Karani
United States
A1. Rizwan taught the concepts very well and als he always clarifies the doubts during the session itself
Raghav Vyas
United States
A1. It was an amazing experience learning from Rizwan. He was very helpful and polite, and helped to solve any difficulties faced by the trainees.
Mr. Kalyan Kumar Reddy desireddi
United States
A1. yes,i really liked the trainer the way he teaches .
Mr. Rethinakumar S
United States
A1. Yes , I really like him . Keep rock it
Ms. Lakshmi Jyoshna Muddireddy
United States
A1. Rizwan Khan has a lot of patience to explain each and everything in Dynamic 365 sales an services. and he doesn't hesitate to clarify the doubts in both theoretical and also labs. we like our trainer.
Sneha E S
United States
A1. Trainer was good and super cool
Sajeeda Shaik Kondakavila
United States
A1. The training went well, Thank you Rizwan!


Yes, fee excludes local taxes.
Yes, we do.
The Fee includes:
  • Remote Labs
Schedule for Group Training is decided by Koenig. Schedule for 1-on-1 is decided by you.
In 1 on 1 Public you can select your own schedule, other students can be merged. Choose 1-on-1 if published schedule doesn't meet your requirement. If you want a private session, opt for 1-on-1 Private.
Duration of Ultra-Fast Track is 50% of the duration of the Standard Track. Yes(course content is same).
1-on-1 Public - Select your start date. Other students can be merged. 1-on-1 Private - Select your start date. You will be the only student in the class.
Yes, course requiring practical include hands-on labs.
You can buy online from the page by clicking on "Buy Now". You can view alternate payment method on payment options page.
Yes, you can pay from the course page and flexi page.
Yes, the site is secure by utilizing Secure Sockets Layer (SSL) Technology. SSL technology enables the encryption of sensitive information during online transactions. We use the highest assurance SSL/TLS certificate, which ensures that no unauthorized person can get to your sensitive payment data over the web.
We use the best standards in Internet security. Any data retained is not shared with third parties.
You can request a refund if you do not wish to enroll in the course.
To receive an acknowledgment of your online payment, you should have a valid email address. At the point when you enter your name, Visa, and other data, you have the option of entering your email address. Would it be a good idea for you to decide to enter your email address, confirmation of your payment will be emailed to you.
After you submit your payment, you will land on the payment confirmation screen. It contains your payment confirmation message. You will likewise get a confirmation email after your transaction is submitted.
We do accept all major credit cards from Visa, Mastercard, American Express, and Discover.
Credit card transactions normally take 48 hours to settle. Approval is given right away; however, it takes 48 hours for the money to be moved.
Yes, we do accept partial payments, you may use one payment method for part of the transaction and another payment method for other parts of the transaction.
Yes, if we have an office in your city.
Yes, we do offer corporate training More details
Yes, we do.
Yes, we also offer weekend classes.
Yes, Koenig follows a BYOL(Bring Your Own Laptop) policy.
It is recommended but not mandatory. Being acquainted with the basic course material will enable you and the trainer to move at a desired pace during classes. You can access courseware for most vendors.
Yes, this is our official email address which we use if a recipient is not able to receive emails from our @koenig-solutions.com email address.
Buy-Now. Pay-Later option is available using credit card in USA and India only.
You will receive the digital certificate post training completion via learning enhancement tool after registration.
Yes you can.
Yes, we do. For details go to flexi
You can pay through debit/credit card or bank wire transfer.
Dubai, London, Sydney, Singapore, New York, Delhi, Goa, Bangalore, Chennai and Gurugram.
Yes you can request your customer experience manager for the same.
Yes of course. 100% refund if training not upto your satisfaction.

Prices & Payments

Yes of course.
Yes, We are

Travel and Visa

Yes we do after your registration for course.

Food and Beverages



Says our CEO-
“It is an interesting story and dates back half a century. My father started a manufacturing business in India in the 1960's for import substitute electromechanical components such as microswitches. German and Japanese goods were held in high esteem so he named his company Essen Deinki (Essen is a well known industrial town in Germany and Deinki is Japanese for electric company). His products were very good quality and the fact that they sounded German and Japanese also helped. He did quite well. In 1970s he branched out into electronic products and again looked for a German name. This time he chose Koenig, and Koenig Electronics was born. In 1990s after graduating from college I was looking for a name for my company and Koenig Solutions sounded just right. Initially we had marketed under the brand of Digital Equipment Corporation but DEC went out of business and we switched to the Koenig name. Koenig is difficult to pronounce and marketeers said it is not a good choice for a B2C brand. But it has proven lucky for us.” – Says Rohit Aggarwal (Founder and CEO - Koenig Solutions)
All our trainers are fluent in English . Majority of our customers are from outside India and our trainers speak in a neutral accent which is easily understandable by students from all nationalities. Our money back guarantee also stands for accent of the trainer.
Medical services in India are at par with the world and are a fraction of costs in Europe and USA. A number of our students have scheduled cosmetic, dental and ocular procedures during their stay in India. We can provide advice about this, on request.
Yes, if you send 4 participants, we can offer an exclusive training for them which can be started from Any Date™ suitable for you.