Dynamics 365 for Customer Engagement for Sales (MB-210)
- Course Code M-MB210
- Duration 2 days
Course Delivery
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Course Delivery
This course is available in the following formats:
-
Public Classroom
Traditional Classroom Learning
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Virtual Learning
Learning that is virtual
Request this course in a different delivery format.
Course Overview
TopJoin 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.
Course Schedule
Top-
- Delivery Format: Virtual Learning
- Date: 07-08 May, 2024
- Location: Virtual
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- Delivery Format: Virtual Learning
- Date: 05-06 August, 2024
- Location: Virtual
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- Delivery Format: Virtual Learning
- Date: 04-05 November, 2024
- Location: Virtual
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- Delivery Format: Virtual Learning
- Date: 06-07 February, 2025
- Location: Virtual
Target Audience
TopCourse Objectives
TopAfter 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 Content
TopModule 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.
Course Prerequisites
TopRelated Products
Top- /en-be/-/media/global-knowledge/rte-images/social-share/certifyforsuccess_button.png /en-be/certifications/certification-training/microsoft/certify-for-success #000000
- M-MB210
- Dynamics 365 for Customer Engagement for Sales (MB-210)
- Business Applications
- M-MB210, Dynamics 365 for Customer Engagement for Sales, MB-210
- Microsoft