Course 20000

MB-200: Dynamics 365 Customer Engagement Core

About This Course

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.

Prerequisite

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

Audience Profile

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.

Online Labs

Online Labs is a secure, cost-effective, compliant, and convenient way to deliver Microsoft Official Courseware hands-on labs to your customers. This internet-based lab hosting service provides online access to select labs in the Microsoft Official Courseware catalogue via a browser without the need for complex and costly hardware.

When you purchase the lab hosting service, you will be provided with instructions on how to access the labs from the respective labs hosting provider. Schedule the Online Labs for the upcoming class a minimum of 2 weeks prior to delivering the class. Each Online Labs hoster will have their specifications. Detailed Online Labs hoster information will be provided at the time of purchase.

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

Module summary

After completing this module, you will be able to:

  • Create and use goals.
  • Integrate with PowerBI.
  • Enable Sales AI functionality.

*NOTE: if an average rating and rating count are shown on this page, they are based on all reviews associated with Dynamics Edge that are shown on the review page, and are not restricted to reviews only for the particular course offered on this page.


20000MB-200: Dynamics 365 Customer Engagement Core
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Dynamics Edge
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Price: $3475
Duration: 5 days
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