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MB-210: Microsoft Dynamics 365 for Sales

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MB-210: Microsoft Dynamics 365 for Sales Course Outline

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.

Audience Profile
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

Preparation for exam: MB-210

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

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
Lab : Lab 1.1: Validate lab environment

Module 2: Manage leads and opportunities with Dynamics 365 Sales
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 leads with Dynamics 365 Sales
Manage opportunities with Dynamics 365 Sales
Lab : Lab 2.1: Manage customers

Module 3: Manage orders and the product catalog with Dynamics 365 Sales
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 and organize your product catalog with Dynamics 365 Sales
Process sales orders with Dynamics 365 Sales

Module 4: Manage goals with Dynamics 365 Sales
In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.
Define and track individual goals with Dynamics 365 Sales
Use goal metrics in Dynamics 365 Sales
After completing this module, you will be able to:
Use rollup columns to define sales metrics.
Track individual goals for sales and teams.

Module 5: Analyze Dynamics 365 Sales data
In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.
Analyze data in Dynamics 365 Sales
Analyze data with Power BI

Module 6: Work with Dynamics 365 Sales Insights
In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.
Configure Sales Insights
Configure Connection insights
Configure predictive models

Module 7: Create surveys with Dynamics 365 Customer Voice
In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.
Create a survey project with Dynamics 365 Customer Voice
Create surveys with Dynamics 365 Customer Voice
Send Dynamics 365 Customer Voice surveys
View outline in Word


Attend hands-on, instructor-led MB-210: Microsoft Dynamics 365 for Sales training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Dynamics 365 Courses and select the one that's right for you.


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