Microsoft Dynamics 365 Sales Training (MB-210)

Level: Intermediate

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.

Key Features of this Microsoft Dynamics 365 Sales Training:

  • Microsoft Official Course content
  • Eligible for SATV redemption

You Will Learn How To:

  • 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

Choose the Training Solution That Best Fits Your Individual Needs or Organisational Goals

LIVE, INSTRUCTOR-LED

In Class & Live, Online Training

  • Microsoft Official Course content
  • Eligible for SATV redemption
  • Hands-on learning labs included
  • After-course instructor coaching included
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Standard £695

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PRODUCT #8554

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In Class & Live, Online Training

Note: This course runs for 1 Day

  • 4 May 9:00 AM - 4:30 PM BST London / Online (AnyWare) London / Online (AnyWare) Reserve Your Seat

  • 1 Sep 9:00 AM - 4:30 PM BST London / Online (AnyWare) London / Online (AnyWare) Reserve Your Seat

  • 10 Feb 2:00 PM - 9:30 PM GMT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • 11 May 2:00 PM - 9:30 PM BST Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • 27 Jul 2:00 PM - 9:30 PM BST Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • 10 Nov 2:00 PM - 9:30 PM GMT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

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Important Microsoft Dynamics 365 Sales Course Information

  • Software/Tools

    Dynamics

  • Requirements

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

  • Who should attend this course

    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.

  • Exam information

    MB-210: Dynamics 365 for Sales

Microsoft Dynamics 365 Sales Course Outline

  • Module 1: Sales Overview

    In this module students will learn the basics of sales in Dynamics 365. They 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, students will be able to:

    • Install and configure the sales application
    • Identify common sales scenarios
  • Module 2: Working with Opportunities

    In this module students 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, students will be able to:

    • Create customer records
    • Use sales tooling
  • Module 3: Quotes to Orders

    In this module students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.

    Lessons

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

    After completing this module, students will be able to:

    • Create and use the product catalogue
    • Add quotes to opportunities
    • Complete a sale with an order
  • Module 4: Sales Analytics and Insights

    In this module students 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, students will be able to:

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

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Microsoft Dynamics 365 Sales FAQs

  • Is this course part of a certification path?

    Yes, this course helps prepare you for the “Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate” certification.

  • What courses are included in the “Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate” certification path?

    MB-200 (8544) and MB-210 (8554). It is required you pass both exams to achieve certification.

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