Microsoft Dynamics 365 Sales Training (MB-210)

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 practises, learning from your data and more.

Join our team of globally recognised experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customisation options you will learn how to enable sales staff to be their most productive selves.

Dynamics

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

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.

MB-210: Dynamics 365 for Sales

Microsoft Dynamics 365 Sales Training (MB-210) Delivery Methods

• Microsoft Official Course content

Microsoft Dynamics 365 Sales Training (MB-210) Course Benefits

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

Microsoft Dynamics 365 Sales Course Outline

Module 1: Configure Dynamics 365 Sales

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

Lessons

• Configure organisation and management settings
• Create and configure sales visualisations

After completing this module, you will be able to:

• 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

After completing this module, you will be able to:

• 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 organise the product catalogue
• Manage forecasting
• Configure playbooks

After completing this module, you will be able to:

• Create and use the product catalogue.
• 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

After completing this module, you will be able to:

• Use Embedded Intelligence tools.
• Manage relationships using social selling tools.