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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 to use with your Microsoft Software Assurance Training Vouchers (SATVs)
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
TRAINING AT YOUR SITE
Team Training
- Bring this or any training to your organisation
- Full - scale program development
- Delivered when, where, and how you want it
- Blended learning models
- Tailored content
- Expert team coaching
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Our flexible, easy-to-redeem training vouchers are available to any employee within your organisation. For details, please call 0800 282 353 or chat live.
In Class & Live, Online Training
Note: This course runs for 1 Day
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24 Jan 9:00 AM - 4:30 PM GMT Online (AnyWare)
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3 May 9:00 AM - 4:30 PM BST Online (AnyWare)
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8 Aug 9:00 AM - 4:30 PM BST Online (AnyWare)
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13 Dec 2:00 PM - 9:30 PM GMT Online (AnyWare)
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25 Apr 2:00 PM - 9:30 PM BST Herndon, VA / Online (AnyWare)
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13 Jun 2:00 PM - 9:30 PM BST New York / Online (AnyWare)
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Guaranteed to Run
When you see the "Guaranteed to Run" icon next to a course event, you can rest assured that your course event — date, time — will run. Guaranteed.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 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: 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.
Team Training
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 and MB-210 (8554). It is required you pass both exams to achieve certification.
Related Microsoft Training
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