Dynamics 365 Sales Training

Equip your Sales team for success! xMonthly’s Dynamics 365 Sales Training services ensure your sales team understands how to fully use the platform, which boosts productivity, improves customer engagement, and drives results. Technology is only as powerful as the people using it.

1. Role-Based Training Programs

• Sales rep training: managing leads, opportunities, and activities.
• Sales manager training: pipeline analysis, forecasting, and reporting.
• Admin training: system configuration, user management, and customization.

2. Hands-On Learning

• Interactive sessions with real-world scenarios and exercises.
• Guided walkthroughs of dashboards, mobile apps, and automation tools.
• Best practices for data entry, follow-ups, and customer tracking.

3. Custom Workshops

• Industry-specific use cases and workflows.
• Training tailored to your business processes and KPIs.
• Change management and adoption strategies.

4. Ongoing Learning Support

• Access to xMonthly’s resource library and helpdesk.
• Refresher courses and update briefings.
• Optional certification paths for internal champions.

Training your team on Dynamics 365 Sales:

• Improves user adoption and reduces resistance to change.
• Increases data accuracy and CRM utilization.
• Enhances customer interactions and sales performance.
• Maximizes ROI from your CRM investment.

Empower your sales team with the tools and knowledge to win.
xMonthly makes CRM training practical, relevant, and impactful.