Banner rating d5dfd02e10e7bea369b370d45102dadcf6d70e41b6bfce1ee178127969f7852a
Dynamics Edge
4.67 out of 50 stars, based on 80 reviews*

Got a team or group of 5 or more people? We have special options for you, such as in-person training at your site, or special group pricing for Live Virtual training. Click or tap the button below to request a special quote for your group now!

Request Group Quote

Purchase

Price: $695
Duration: 1 day
Select Date:
Show More Dates
Number of Seats:
Selected Date:
Selected Location:
Time: - EST

Course 21000

Price: $695, Length: 1 day

MB-210 Microsoft Dynamics 365 Sales

Business Applications Microsoft Certified Dynamics 365 Sales Functional Consultant Associate Exam MB-210 Microsoft Dynamics 365 for Sales

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.

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.

This course prepares you for the Microsoft Dynamics 365 Certification Exam MB-210

Learn how to Up-level your Sales, achieve your Goals, and boost your Performance with Dynamics 365 for Sales (CRM).

To earn the Dynamics 365 For Sales Functional Consultant Associate Badge (Business Applications Associate) you also need: MB-200: Dynamics 365 Power Platform Developer Bootcamp

Course Overview


***This Sales Course Can Be Customized for your sales team and your
specific Products / Industries***



Take the Dynamics Edge Course for Insight and Ideas how you can make your
CRM better and Increase User Adoption to Drive Sales!

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.

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.

Course Objectives

After completing this course, students 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 Prerequisites

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

Next Steps and Related Courses

MB-220-Dynamics 365 for Marketing

MB-230-Dynamics for Customer Service

MB-200-Developer Boot Camp

Course Outline

Module 1: Using D365 to Manage the Sales Process

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 for your business.
  • Identify common sales scenarios and what stages / steps are best for your
    organization

Module 2: Working with Opportunities

The Opportunity Stage is where your effort will be visible as Opportunities
are the basis of the Pipeline Funnel Chart (all sales managers want this).
In this module you will learn how to manage customer 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 charts.

Module 3: Make Sales Forecast with Quotes and Orders

It’s all about orders. You will learn how to use quotes and orders to 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.

Course Review and Discussion.

Once you know the Dynamics 365 for Sales Apps, you are in a better position
to make decisions the will impact your sales and streamline your business.

Where are you going to cut-over to the accounting system? Opportunities,
Quotes, Orders, Confirmed Orders, or Invoices?

Where are you going to source leads? LinkedIn, InsideView, DiscoverOrg, or
another system?

What is a better fit for your company? Using Leads or Account Status?

After the class you will be in more informed and can make better decisions

We look forward to your great success!

*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.


21000MB-210 Microsoft Dynamics 365 Sales