Microsoft Dynamics 365 Sales

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

The details for this course are taken from https://docs.microsoft.com/en-gb/learn/certifications/courses/mb-210t01.

You will receive digital access to the Microsoft course materials.

Outline

Module 1: Configure Dynamics 365 Sales

In this module you will learn about configuring the sales application to fit an organization's unique requirements.

• Configure organization and management settings
• Create and configure sales visualizations

After completing this module, you will be able to:

• Install and configure the sales application
• Identify common sales scenarios

Module 2: Manage customers, leads and opportunities

In this module you will learn how to manage customer data records, use built in sales tools and take a lead through the lead lifeycle.

• Manage customers using accounts and contacts
• Manage leads
• Manage opportunities

After completing this module, you will be able to:

• Create customer records
• Use sales tooling
• Create leads and opportunities

Module 3: Process sales 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 and turn them into closed deals.

• Manage quotes, orders and invoices
• Manage and organize the product catalog
• Manage forecasting
• Configure playbooks

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: Integrate components with Dynamics 365 Sales

In this module you will learn how to use sales anlaytics tools to empower the sales team.

• Leverage Embedded Intelligence in Dynamics 365 Sales
• Manage relationships with social selling

After completing this module, you will be able to:

• Use Embedded Intelligence tools
• Manage relationships with social selling tools

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.