MB-210 Training: Dynamics 365 Sales Functional Consultant

Learn to Score Higher With Your Leads

Dynamics 365 Sales Enterprise Training MB-210

Certification Dynamics 365 Sales Functional Consultant Associate

You will Learn How 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

MB-210 Dynamics 365 Sales Enterprise Training

Dynamics 365 Sales Enterprise is an end-to-end application to manage the handling of customers and potential customer. It assists you with tracking data against sales goals, automating best practices, learning from data, and more.

Our team of globally recognized experts take students like you step by step – from lead, to opportunity, to closed deal. Using the application’s available automation and customization options, students will learn how to enable sales staff to be their most productive selves.

Is this the Right Microsoft Dynamics 365 Sales Enterprise Training MB-210 for You?

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 lastly, service integrations.

Good to know before you attend the class:

Familiarity of business applications and the desire to customize and lastly, to implement them for business.

Course outline

The MB-210 course is typically divided into several modules, each focusing on different aspects of Dynamics 365 Sales. Here is a breakdown of the modules commonly included in the MB-210 course:

Module 1: Introduction to Dynamics 365 Sales

• Overview of Dynamics 365 Sales
• Sales process overview
• Key features and functionalities

Module 2: Configure Dynamics 365 Sales

• Organization and management settings
• Sales settings configuration
• Role-based security setup
• Managing sales territories
• Fiscal year settings and currencies
• Integration with other applications

Module 3: Core Sales Entities

• Managing leads
• Managing opportunities
• Managing accounts and contacts
• Managing products and the product catalog
• Quotes, orders, and invoices management

Module 4: Sales Process

• Managing sales opportunities
• Sales process and pipeline management
• Sales insights configuration
• Sales data analysis and reporting

Module 5: Additional Tools and Services

• Sales AI and analytics configuration
• Implementing and managing sales goals
• Managing the Sales Hub and other sales applications
• Playbooks and sales literature configuration

Module 6: Dynamics 365 Integration

• Integration with Microsoft Office 365
• Integration with Power Platform
• Integration with other Dynamics 365 apps and third-party applications

Module 7: Sales Performance and Productivity

• Managing sales performance
• Using Dynamics 365 Sales insights for productivity
• Best practices for sales performance management

Module 8: Customer Engagement

• Customer engagement strategies
• Personalizing customer interactions
• Leveraging customer data for sales

These modules cover the essential topics and skills needed to effectively use and manage Dynamics 365 Sales. Each module includes hands-on exercises, practical examples, and best practices to help learners apply their knowledge in real-world scenarios.

Related Certifications:
Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate
Learning Paths
Credly & Job Opportunities