Microsoft Dynamics 365 Sales Training (MB-210)

Level: Intermediate

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.

Join 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.

Key Features of this Microsoft Dynamics 365 Sales Training:

You Will Learn How To:

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure product catalogue
  • Manage customer records
  • Utilize analytics tools with customer data

Choose the Training Solution That Best Fits Your Individual Needs or Organizational Goals

LIVE, INSTRUCTOR-LED

In Class & Live, Online Training

  • Microsoft Official Course content
  • Eligible for SATV redemption
  • Hands-on learning labs included
  • After-course instructor coaching included
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Standard $900 CAD

Government $790 CAD

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PRODUCT #8554

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In Class & Live, Online Training

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Note: This course runs for 1 Day

  • Oct 25 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • Dec 13 9:00 AM - 4:30 PM EST New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

  • Apr 25 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

  • Jun 13 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

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Important Microsoft Dynamics 365 Sales Course Information

  • Software/Tools

    Dynamics

  • Requirements

    Familiarity of business applications and the desire to customize and implement them for your business.

  • Who should attend this course

    A Dynamics 365 Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

  • Exam information

    MB-210: Dynamics 365 for Sales

Microsoft Dynamics 365 Sales Course Outline

  • Module 1: Configure Dynamics 365 Sales

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

    Lessons

    • 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 lifecycle.

    Lessons

    • 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, we will learn how to use quotes and orders to further use Dynamics 365 Sales to manage your sales opportunities and turn them into closed deals.

    Lessons

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

    After completing this module, you will be able to:

    • Create and use the product catalogue.
    • Add quotes to opportunities.
    • Complete a sale with an order.
  • Module 4: Integrate components with Dynamics 365 Sales

    In this module, we will learn how to use sales analytics tools to empower the sales team.

    Lessons

    • 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 using social selling tools.

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Microsoft Dynamics 365 Sales FAQs

  • Is this course part of a certification path?

    Yes, this course helps prepare you for the “Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate” certification.

  • What courses are included in the “Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate” certification path?

    MB-200 and MB-210 (8554). It is required you pass both exams to achieve certification.

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