MB-210T01 Dynamics 365 for Customer Engagement for Sales

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Course Overview

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.

Who Should Attend

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.

Course Outline

1 - Get started with Dynamics 365 Sales

  • Overview of Sales products
  • Navigate in Dynamics 365 Sales
  • Manage customers
  • Copilot in Dynamics 365 Sales
  • In-app marketing

2 - Set up and configure Dynamics 365 Sales

  • Set up and configure the application
  • Use customization options
  • Document management
  • Set up security roles
  • Configure Copilot in Sales

3 - Manage leads with Dynamics 365 Sales

  • Dynamics 365 leads overview
  • Create Dynamics 365 leads
  • Lead management lifecycle
  • Lead qualification
  • Use Copilot with leads
  • Lead data management tools

4 - Manage opportunities with Dynamics 365 Sales

  • Dynamics 365 opportunity overview
  • Create Dynamics 365 opportunities
  • Account and team selling
  • Opportunity management lifecycle
  • Use Copilot with opportunities

5 - Manage and organize your product catalog with Dynamics 365 Sales

  • Dynamics 365 product catalog overview
  • Currencies and currency management
  • Define products
  • Product families
  • Price lists
  • Product catalog settings

6 - Process sales orders with Dynamics 365 Sales

  • Sales order processing overview
  • Quotes and quote management
  • Orders and invoices

7 - Manage relationships with relationship selling in Dynamics 365 Sales

  • Overview
  • Sales accelerator
  • Enforce best practices with playbooks
  • Manage relationship health with Sales Insights
  • Sales Navigator

8 - Analyze Dynamics 365 sales data

  • Analytical options overview
  • Search tools
  • Out-of-box tools
  • Power BI
  • Use Power BI templates

9 - Define and track individual goals in Dynamics 365 Sales and Customer Service

  • Overview of goals
  • Defining individual goals
  • Parent and child goals

10 - Use goal metrics in Dynamics 365 Sales and Customer Service

  • Overview
  • Fiscal year settings
  • Goal metrics

11 - Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

  • Set up mailboxes
  • Server-side sync
  • Document management options
  • Document management
  • Deploy the app for Outlook
  • Set up Dynamics 365 App for Outlook
  • Integrate with Microsoft Teams

12 - Get started with the Dynamics 365 Sales mobile app

  • Deploy the mobile app
  • Use the mobile app
  • Manage records
  • Customize form views
  • Set up push notifications

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Class Dates & Times

Class times are listed Eastern time

This is a 2-day class

Regular Price: $1,295.00

MNA Price: $1,165.50

Class dates not listed.
Please contact us for available dates and times.