Dynamics 365 for customer engagement for sales

This 1-day course provides covers features of the sales app inlcuding opportunities, quotes, orders, the product catalog and sales analytics and insights.

The details for this course are taken from https://www.microsoft.com/en-us/learning/course.aspx?cid=MB-210T01

You will receive digital access to the Microsoft course materials.


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.

  • 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.

  • 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.

  • 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.

  • Overview
  • Power BI
  • AI for Sales
  • Module summary

After completing this module, you will be able to:

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

Is this course for me?

This course is aimed at those wanting to become a Dynamics 365 for Sales Functional Consultant Associate and helps you prepare for the Microsoft Dynamics 365 for Sales exam (MB-210).

Have a look at our certifications page for more details.

Contact Details

Expert CRM Services
Ground Floor, Unit 1, The Exchange
9 Station Road, Stansted
Essex
CM24 8BE
01279 263646 Contact us