Manage relationships with social selling in Dynamics 365 Sales

Functional Consultant
Business User
Dynamics 365
Customer Engagement apps


Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, seeĀ Dynamics 365 Licensing Update.

Selling today is about building long standing relationships with customers. Customers should see you as a trusted advisor who can they can turn too when they need guidance. Building relationships is about knowing who your customers are, what they need, and when to engage with them. Dynamics 365 integration with applications such as Microsoft Social Engagement, and LinkedIn Sales Navigator are just two of the tools that can be integrated to build these relationships. Additionally, knowing what sales play to execute based on specific situations, and understanding the overall health of a customer's relationship with your organization can help to increase the volume and quantity of sales an organization has.

In this module, you will:

  • Describe best practices
  • Work with sales playbooks
  • Manage relationship health with Sales Insights
  • Recognize features of Sales Navigator


Target Audience should have a basic understanding of how to navigate the Dynamics 365 application. Familiarity with creating and managing cases or creating and managing leads and opportunities is also helpful.