AB-6003: Introduction to Sales in Dynamics 365 Lab

This lab includes MS Learn content which is fully integrated in the account portal and lab environment.

This lab introduces selling in Dynamics 365 through three guided, trial-based labs that move from basic app navigation into building reusable lead nurturing automation and working a seller's prioritized queue. Learners provision Microsoft Dynamics 365 trial environments and work directly in Field Service, Customer Insights - Journeys, and the Sales Hub, using the navigation pane, record grids and views, record timelines, the drag-and drop email designer, the journey canvas, and the Sales Accelerator work list. Skills built include opening and pinning records, switching areas and views, logging phone call and appointment activities, creating and validating marketing emails, defining a dynamic contact segment, assembling a multi-step journey and saving it as a reusable template, and completing sequence steps from the Up next widget. Every lab runs against a live Microsoft trial tenant signed in with the Admin account, so trial provisioning, sign-in, and popup handling are part of the workflow rather than assumed setup. Verification threads through the labs as a working habit: learners confirm view and filter results, run Check content on each email, estimate segment membership, review the journey canvas tile by tile, and read validation results before publishing.

Labs are available in English.