Learning Plan Resources for Dynamics 365 Sales

Dynamics 365 Sales is a Microsoft business application that enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.

Fundamentals

• Learn How to Pitch Dynamics 365 Sales (Partner Portal) (1 minute)
• Bookmark the Dynamics 365 Sales Product Roadmap and Release Plan (Self-Paced)
• Bookmark the Dynamics 365 Sales Community Forum (Self-Paced)
• Bookmark the Dynamics 365 Sales Product Roadmap (Release Plan) (1 minute)
• Create a Dynamics 365 Customer Engagement Trial (cdx.microsoft.com) (1 minute)
• Create a Dynamics 365 Sales Trial (1 minute)
• Explore the Dynamics 365 Sales Capabilities (1 minute)
• Watch the Dynamics 365 Sales video playlist on YouTube (Self-Paced)
• Attend the Dynamics 365 Sales in a Day Presales workshop (On-Demand)

Associate

• Getting Started with Dynamics 365 Sales (docs.microsoft.com)
• Learning Path for Dynamics 365 Sales (learn.microsoft.com)
• Getting Started with Dataverse (docs.microsoft.com)
• Learning Path for Dataverse (learn.microsoft.com)
• Explore the Fundamentals of Dynamics 365 Sales (learn.microsoft.com)
• Course MB-910T00-A: Microsoft Dynamics 365 Fundamentals (In-person Instructor Led) (2 Days)
• Course PL-900T00-A: Microsoft Power Platform Fundamentals (In-person Instructor Led) (2 Days)

Expert

• Course PL-400T00-A: Microsoft Power Platform Developer (In-person Instructor Led) (3 Days)
• Extend Dynamics 365 Portals (Microsoft Learn) (3 Hours)
• Extending Microsoft Power Platform Dataverse (Microsoft Learn) (2 Hours)
• Extending the Power Platform user experience Model Driven apps (Microsoft Learn) (4 Hours)

Events

• Attend Dynamics 365 Sales in a Day workshop (On-Demand)

Community Resources

• Participate in CRM UG (Self-Paced)
• Monitor the Dynamics 365 Blog (Self-Paced)
• Monitor the Dynamics 365 Community Blogs (Self-Paced)

Certifications

• Exam MB-210: Microsoft Dynamics 365 Sales Functional Consultant
• Exam MB-210: Microsoft Dynamics 365 Sales Functional Consultant Practice Exam from Measure Up (Fee)
• Microsoft Training and Certification Guides

Related Resources

• Link to Copilot and Viva Sales Academy page (Self-Paced)
• Link to Viva Sales Academy page (Self-Paced)
• Blog post for Dynamics 365 and Copilote (Self-Paced)