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MB-210: Microsoft Dynamics 365 for Sales Course Outline

 (1 day)

Overview
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 practices, learning from your 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.

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

Related Certifications
Microsoft Certified: Dynamics 365 for Sales Functional Consultant Associate

Who should attend
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.

Special Note to New Hampshire Residents
This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should be available in New Hampshire

At Course Completion
After completing this course, you will be able to:
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

Course Outline

Module 1: Sales Overview
In this module you will learn the basics of sales in Dynamics 365. We 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, you will be able to:
Install and configure the sales application.
Identify common sales scenarios.

Module 2: Working with Opportunities
In this module you 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, you will be able to:
Create customer records.
Use sales tooling.

Module 3: Quotes to Orders
In this module you will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage your sales opportunities to closed deals.
Lessons
Order processing overview
Manage product catalog
Create and manage quotes
Create and manage orders and invoices
Module summary
After completing this module, you will be able to:
Create and use the product catalog.
Add quotes to opportunities.
Complete a sale with an order.

Module 4: Sales Analytics and Insights
In this module you 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, you will be able to:
Create and use goals.
Integrate with PowerBI.
Enable Sales AI functionality.

View outline in Word

AMB210

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 Courses and select the one that's right for you.

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If you have high-speed internet and two computers you can likely take this class from your office or home.

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