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Dynamics 365 for Customer Engagement for Sales (MB-210T01)

Learn how to perform configuration, manage core sales entities and manage sales entities.

GK# 100233

Course Overview

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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.

Schedule

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  • Limited Time Offer: This course is 40% off! Use promo code CA40GTR at checkout.
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What You'll Learn

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  • 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

Outline

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Classroom Live 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
  • Modules summary

After completing this module, you will be able to: 

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

Prerequisites

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

Who Should Attend

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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.

Vendor Credits

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SATV Redemption

Redeeming your Microsoft Software Assurance Training Vouchers:

  • 1 Day SATV for a Classroom Live course
  • 1 Day SATV for a Virtual Classroom Live course
Training Exclusives

This course comes with 12 months access to the following benefits:

  • Practice Labs
  • Indexed Class Recordings
  • Unlimited Retakes
  • Digital Courseware
Find out more
Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 1 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 1 day

Request this course in a different delivery format.
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