MB-210 Training: Dynamics 365 Sales Functional Consultant MB-280

Dynamics 365 Sales Enterprise Training MB-210  MB-280

Course Overview

This course provides a comprehensive, hands-on learning experience for configuring and managing Dynamics 365 Sales Enterprise. Participants will explore the full sales lifecycle—from lead generation to opportunity management and deal closure—while leveraging automation, analytics, and integration capabilities to optimize sales performance.

Led by globally recognized experts, this training equips learners with the skills to implement and customize Dynamics 365 Sales using out-of-the-box features, codeless extensibility, and service integrations.

Who Should Attend

This course is ideal for:

• Functional consultants working with Dynamics 365 Customer Engagement
• Sales operations professionals and CRM administrators
• IT professionals supporting sales teams
• Anyone preparing for the MB-210 certification exam

Prerequisites

Before attending, participants should have:

• Familiarity with business applications
• A desire to customize and implement CRM solutions for business needs

Learning Objectives

By the end of this course, you will be able to:

• Set up, install, and configure Dynamics 365 Sales
• Identify and manage common sales scenarios
• Execute a complete sales cycle from lead to close
• Configure and manage the product catalog
• Maintain customer records and relationships
• Utilize analytics tools to gain insights from customer data

Course Modules

Module 1: Introduction to Dynamics 365 Sales

• Overview of Dynamics 365 Sales capabilities
• Understanding the sales lifecycle
• Navigating the Sales Hub and user interface

Module 2: Configuration and Setup

• Organizational and management settings
• Configuring sales settings and business rules
• Role-based security and access control
• Managing territories, fiscal years, and currencies
• Application installation and environment setup

Module 3: Core Sales Entities

• Managing leads, opportunities, accounts, and contacts
• Configuring and managing the product catalog
• Creating and managing quotes, orders, and invoices

Module 4: Sales Process Management

• Defining and customizing sales processes
• Managing pipelines and stages
• Implementing business process flows
• Configuring sales insights and forecasting

Module 5: Sales Tools and Automation

• Setting up and using Sales AI and analytics
• Implementing sales goals and KPIs
• Configuring playbooks and sales literature
• Managing activities and tasks for sales teams

Module 6: Integration and Extensibility

• Integrating with Microsoft 365 (Outlook, Teams, Excel)
• Power Platform integration (Power Automate, Power BI)
• Connecting with other Dynamics 365 apps and third-party tools

Module 7: Sales Performance and Productivity

• Monitoring and improving sales performance
• Leveraging insights for strategic decision-making
• Best practices for sales enablement and coaching

Module 8: Customer Engagement and Relationship Management

• Strategies for customer engagement
• Personalizing interactions using customer data
• Building long-term customer relationships