Dynamics 365 for Customer Engagement for Sales
- 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
-
Virtual Learning
Learning that is virtual
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Course Overview
TopCourse Schedule
TopTarget Audience
TopCourse Content
TopSet up and configure Dynamics 365 Sales
- Introduction
- Set up and configure the application
- Use customization options
- Set up security roles
- Check your knowledge
- Summary
Manage leads with Dynamics 365 Sales
- Dynamics 365 leads overview
- Create Dynamics 365 leads
- Lead management lifecycle
- Lead qualification
- Lab - Work with Dynamics 365 leads
- Check your knowledge
- Summary
Manage opportunities with Dynamics 365 Sales
- Dynamics 365 opportunity overview
- Create Dynamics 365 opportunities
- Account and team selling
- Opportunity management lifecycle
- Lab - Manage opportunities in Dynamics 365
- Check your knowledge
- Summary
Leverage Embedded Intelligence in Dynamics 365 Sales
- Embedded Intelligence overview
- Relationship assistant cards
- Auto Capture
- Email tracking
- Exercise - Build relationships by using Embedded Intelligence
- Check your knowledge
- Summary
Manage and organize your product catalog with Dynamics 365 Sales
- Dynamics 365 product catalog overview
- Currencies and currency management
- Define products
- Product families
- Price lists
- Exercise - Set up the product catalog
- Check your knowledge
- Summary
Process sales orders with Dynamics 365 Sales
- Sales order processing overview
- Quotes and quote management
- Orders and invoices
- Exercise - Sales order processing lifecycle
- Check your knowledge
- Summary
Manage relationships with relationship selling in Dynamics 365 Sales
- Overview
- Enforce best practices with playbooks
- Manage relationship health with Sales Insights
- Social selling assistant
- Sales Navigator
- Exercise - Manage relationships with playbooks and Sales Insights
- Check your knowledge
- Summary
Analyze Dynamics 365 sales data
- Analytical options overview
- Search tools
- Out-of-box tools
- Power BI
- Use Power BI templates
- Lab - Analyze data
- Check your knowledge
- Summary
Define and track individual goals in Dynamics 365 Sales and Customer Service
- Overview of goals
- Defining individual goals
- Parent and child goals
- Exercise - Measuring customer success using goals
- Check your knowledge
- Summary
Use goal metrics in Dynamics 365 Sales and Customer Service
- Overview
- Fiscal year settings
- Goal metrics
- Exercise - Defining goal metrics
- Check your knowledge
- Summary
Course Prerequisites
Top- Familiarity of business applications and the desire to customize and implement them for your business.
Related Products
Top- M-MB210
- Dynamics 365 for Customer Engagement for Sales
- Business Applications
- M-MB210, Dynamics 365 for Customer Engagement for Sales, MB-210
- Microsoft