Welcome to ONLC Training Centers


Flex On-Demand: MB-210-Microsoft Dynamics 365 for Sales Course Outline

 (1 day)

*** Note: This is a Flex On-Demand Self Study Class, 1-day of content, 180-day unlimited access, $195 ***
Flex On-Demand combines the flexibility of on-demand, self-study classes with the benefits of traditional instructor-led training (ILT). With a Flex On-Demand class you get streaming self-study content that matches our instructor-led classes. (Applicable State and Local taxes may be added for On-Demand purchases, depending on your location.)

Flex On-Demand Learner Profiles
Flex On-Demand is a self-study training solution that was designed for two types of learners. First, Flex On-Demand is a great fit for experienced IT professionals who don't need a traditional multiple full days of training to upgrade their existing skills. They can pick and choose topics to make the most effective use of their time. Second, Flex On-Demand is perfect for highly-motivated individuals who are new to a technology and need to space their learning over a period of weeks or months. These learners can take their time and repeat sections as needed until they master the new concepts.

About Flex On-Demand
Our Flex On-Demand classes are self-study courses with 30 to 40 hours of content. They include hours of videos, hands-on labs using the actual software, and knowledge checks and were created by Microsoft to mirror the content found in the traditional live instructor-led version of this course. Those features are all part of the standard Flex On-Demand training.

ONLC Extra
With each self-study Flex On-Demand class you may "audit" up to 50% of an actual class as an ILT listener. This option allow you to listen in and follow along to the equivalent live Instructor-Led Training (ILT) class. ILT Listeners do not have direct access to the live instructor. ILT classes are held weekdays. Please contact ONLC to schedule.

Paying with Software Assurance Training Vouchers (SATV)
For Microsoft Enterprise customers paying with Software Assurance Vouchers, the cost of this class is 1 voucher--this includes access to the self-study materials. (Note: Individuals paying with SATV can have the option of auditing the entire class as an ILT Listener.)

Do You Still Prefer a Live, Instructor-led Class?
Already know Flex On-Demand is not right for you? We also offer this same course content in a live, instructor-led format. For more details, click on the link below:
MB-210 Instructor-led

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

GMB210

Attend hands-on, instructor-led Flex On-Demand: 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.

Microsoft Gold Partner

Price:$195

Need a price quote?

Follow the link to our self-service price quote form to generate an email with a price quote.

Attend computer classes from ONLC Training Centers Request a copy via mail

GENERAL INFO

Class Format
Class Policies
Student Reviews

Bookmark and Share


HAVE QUESTIONS?
First Name

Last Name

Company

Phone

Email

Location

Question/Comment



ONLC TRAINING CENTERS
800-288-8221
www.onlc.com