MB-210: Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more. In this training course our instructor will 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.

Audience

This course is relevant for persons with Sales expertise and consultants, responsible for implementing solutions that support a sales life cycle to run efficiently to meet revenue targets, business strategies and company objectives.

Prerequisites

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

Course goals

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: Configure Dynamics 365 Sales

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

  • Configure organization and management settings
  • Create and configure sales visualizations

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.

  • Manage customers using accounts and contacts
  • Manage leads
  • Manage 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.

  • Manage quotes, orders, and invoices
  • Manage and organize the product catalog
  • Manage forecasting
  • Configure playbooks

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.

  • Leverage Embedded Intelligence in Dynamics 365 Sales
  • Manage relationships with social selling

Certification

This course is recommended preparation for exam MB-210.

Exam MB-210 leads (together with exam PL-200) to the certification Dynamics 365 for Sales Functional Consultant Associate

 

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