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Course MB-210T01: Microsoft Dynamics 365 Sales

What I will learn?

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle

Topics for this course

Module 1: Configure Dynamics 365 Sales

In this module, we will learn about configuring the sales application to fit an organization’s unique requirements.

Lessons
  • Configure organization and management settings
  • Create and configure sales visualizations
Outcome
  • Install and configure the sales application
  • Identify common sales scenarios
Module 2: Manage customers, leads, and opportunities

In this module, you will learn how to manage customer data records, use built-in sales tools, and take a lead through the lead lifecycle.

Lessons
  • Manage customers using accounts and contacts
  • Manage leads
  • Manage opportunities
Outcome
  • Create customer records
  • Use sales tooling
  • Create leads and opportunities
Module 3: Process sales orders

In this module, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.

Lessons
  • Manage quotes, orders, and invoices
  • Manage and organize the product catalog
  • Manage forecasting
  • Configure playbooks
Outcome
  • Create and use the product catalog
  • Add quotes to opportunities
  • Complete a sale with an order
Module 4: Integrate components with Dynamics 365 Sales

In this module, we will learn how to use sales analytics tools to empower the sales team.

Lessons
  • Leverage Embedded Intelligence in Dynamics 365 Sales
  • Manage relationships with social selling
Outcome
  • Manage relationships using social selling tools

Course Curriculum

Topic

  • Configure organization and management settings
  • Create and configure sales visualizations
  • Manage customers using accounts and contacts
  • Manage leads
  • Manage opportunities
  • Manage quotes, orders, and invoices
  • Manage and organize the product catalog
  • Manage forecasting
  • Configure playbooks
  • Leverage Embedded Intelligence in Dynamics 365 Sales
  • Manage relationships with social selling

Course MB-210T01: Microsoft Dynamics 365 Sales

  • Microsoft Certified Partner
Citizen Development Academy is a Microsoft Learning Partner. This class uses official Microsoft courseware and will be delivered by Microsoft Certified Trainers.
Citizen Development Academy Microsoft Partner
  • Certification
Microsoft Certified: Dynamics 365 Sales
Microsoft Certified: Dynamics 365 Sales
  • Category:
Categories Dynamics 365
Course level:Intermediate
Course Duration: 8h
Practice Labs:
6
Exams:
MB-210
Certification:
Microsoft Certified
Vendor:
Microsoft
Delivery Method:
Live Instructor Online
Language:
English

$1,999.00

  • Level
    Intermediate
  • Total Enrolled
    2
  • Duration
    8 hours
  • Last Updated
    May 16, 2023
  • Certificate
    Certificate of completion

Requirements

  • Familiarity of business applications and the desire to customize and implement them for your business.

Target Audience

  • A Dynamics 365 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.
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