Microsoft Dynamics 365 Sales (MB-210)

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

Module 2: Manage leads and opportunities with Dynamics 365 Sales

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

  • Manage leads
  • Manage opportunities

Module 3: Manage orders and product catalog with Dynamics 365 Sales

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 and organize your product catalog with Dynamics 365 Sales
  • Process sales orders with Dynamics 365 Sales

Module 4: Manage goals with Dynamics 365 Sales

In this module, we will learn how to manage goals to track the success of your sales organization and gather key metrics about sales performance.

  • Define and track individual goals with Dynamics 365 Sales
  • Use goal metrics in Dynamics 365 Sales

Module 5: Analyze Dynamics 365 Sales data

In this module, we will review analytical options, describe search tools, and use Power BI to view and analyze sales data.

  • Analyze data in Dynamics 365 Sales
  • Analyze data with Power BI

Module 6: Work with Dynamics 365 Sales Insights

In this module, you will learn about the free and premium features of Dynamics 365 Sales Insights, and how it can empower salespeople to form closer relationships with their customers and close sales faster.

  • Configure Sales Insights

Module 7: Create surveys with Dynamics 365 Customer Voice

In this module, students will learn about Dynamics 365 Customer Voice, a powerful tool for gathering and analyzing customer sentiment.

Create a survey project with Dynamics 365 Customer Voice

Create surveys with Dynamics 365 Customer Voice

Send Dynamics 365 Customer Voice surveys

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

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