MB-210 Microsoft Dynamics 365 Sales

Course code: MB210P

Microsoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more.Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal.  Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.

485 EUR

587 EUR including VAT

The earliest date from 29.04.2024

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Course dates

Starting date: 29.04.2024

Type: Virtual

Course duration: 1 day

Language: en

Price without VAT: 485 EUR

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Starting date: 20.06.2024

Type: Virtual

Course duration: 1 day

Language: en

Price without VAT: 485 EUR

Register

Starting date: 19.09.2024

Type: Virtual

Course duration: 1 day

Language: en

Price without VAT: 485 EUR

Register

Starting date: Upon request

Type: In-person/Virtual

Course duration: 1 day

Language: en/cz

Price without VAT: 485 EUR

Register

Starting
date
Place
Type Course
duration
Language Price without VAT
29.04.2024 Virtual 1 day en 485 EUR Register
20.06.2024 Virtual 1 day en 485 EUR Register
19.09.2024 Virtual 1 day en 485 EUR Register
Upon request In-person/Virtual 1 day en/cz 485 EUR Register
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Target group

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Course structure

After completing this course, you will be able to:

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure product catalog
  • Manage customer records
  • Utilize analytics tools with customer data

Course Outline

Module 1: Sales OverviewIn this module you will learn the basics of sales in Dynamics 365. We will install and configure the application as well as learn about security roles, key terms and the data model.Lessons

  • Sales overview
  • Configuring Sales
  • Module summary

After completing this module, you will be able to:

  • Install and configure the sales application.
  • Identify common sales scenarios.

Module 2: Working with OpportunitiesIn this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.Lessons

  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Module summary

After completing this module, you will be able to:

  • Create customer records.
  • Use sales tooling.

Module 3: Quotes to OrdersIn this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals. Lessons

  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices
  • Module summary

After completing this module, you will be able to:

  • Create and use the product catalog.
  • Add quotes to opportunities.
  • Complete a sale with an order.

Module 4: Sales Analytics and InsightsIn this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.Lessons

  • Overview
  • Power BI
  • AI for Sales
  • Modules summary

After completing this module, you will be able to:

  • Create and use goals.
  • Integrate with PowerBI.
  • Enable Sales AI functionality.

Prerequisites

An understanding of the basics of Dynamics 365 and knowledge of marketing principles, strategies and procedures

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