MB-210T01: Dynamics 365 For Customer Engagement For Sales
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MB-210T01: Dynamics 365 For Customer Engagement For Sales
WHAT YOU WILL LEARN
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.
AUDIENCE
This Microsoft Official training courses is intended for Microsoft Dynamics 365 Customer Engagement Functional Consultants who are 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.
This training course prepares students for the Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate certification. To attain this, students are required to pass both the MB-200: Microsoft Power Platform + Dynamics 365 Core and MB-210: Microsoft Dynamics 365 Sales exams.
The MB-200 exam measures your ability to accomplish the following technical tasks: perform discovery, planning, and analysis; manage user experience design; manage entities and data; implement security; implement integration; and perform solutions deployment and testing whereas MB-210 exam measures your ability to accomplish the following technical tasks: perform configuration, manage core sales entities, and manage sales entities.
PREREQUISITES
Familiarity of business applications and the desire to customize and implement them for your business.
METHODOLOGY
This program will be conducted with interactive lectures, PowerPoint presentation, discussions and hands-on labs. This course can be conducted as instructor-led (ILT) or virtual instructor-led training (VILT) and can be redeemed using your Software Assurance Training Vouchers.
COURSE OBJECTIVES
After completing this course, you will be able to:
• Install and configure the application
• Identify common sales scenarios
• Complete a sales cycle
• Configure product catalog
• Manage customer records
• Utilize analytics tools with customer data
Modules
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.
Lessons
• 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.
In this module you will learn how to manage customer data records, use built in sales tools and take a lead to an opportunity.
Lessons
• 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.
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.
Lessons
• 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.
In this module you will learn how to create and use goals; integrate with PowerBI and enable Sales AI.
Lessons
• Overview
• Power BI
• AI for Sales
• Modules summary
After completing this module, you will be able to:
• Create and use goals.
• Integrate with PowerBI.
• Enable Sales AI functionality.
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