Microsoft Dynamics 365 Sales (MB-210)
- Code training M-MB210
- Duur 2 dagen
Andere trainingsmethoden
Ga naar:
Methode
Deze training is in de volgende formats beschikbaar:
-
Klassikale training
Klassikaal leren
-
Virtueel leren
Virtueel leren
Vraag deze training aan in een andere lesvorm.
Trainingsbeschrijving
Naar bovenJoin 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.
Data
Naar boven-
- Methode: Klassikale training
-
Datum:
07-08 mei, 2024
Startgarantie
Last Minute
- Locatie: Nieuwegein (Iepenhoeve 5)
- Taal: Engels
-
- Methode: Virtueel leren
-
Datum:
07-08 mei, 2024
Startgarantie
Last Minute
- Locatie: Virtueel-en-klassikaal
- Taal: Engels
-
- Methode: Virtueel leren
- Datum: 05-06 augustus, 2024
- Locatie: Virtueel-en-klassikaal
- Taal: Engels
-
- Methode: Virtueel leren
- Datum: 04-05 november, 2024
- Locatie: Virtueel-en-klassikaal
- Taal: Engels
-
- Methode: Klassikale training
- Datum: 04-05 november, 2024
- Locatie: Zoetermeer (Kinderen v Versteegplein 18)
- Taal: Engels
-
- Methode: Klassikale training
- Datum: 06-07 februari, 2025
- Locatie: Nieuwegein (Iepenhoeve 5)
- Taal: Engels
Doelgroep
Naar bovenTrainingsdoelstellingen
Naar bovenAfter 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
Inhoud training
Naar bovenModule 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
- 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
- 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
- Create and use goals.
- Integrate with PowerBI.
- Enable Sales AI functionality.
Voorkennis
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- M-MB210
- Microsoft Dynamics 365 Sales (MB-210)
- Business Applications
- M-MB210, Dynamics 365 for Customer Engagement for Sales, MB-210
- Microsoft
