MB-280T02: Empower Sellers with Dynamics 365 Sales Training

Create powerful customer experiences for organizations with Dynamics 365 apps

• How customer engagement apps can be used in an organization
• How Dynamics 365 and Power Platform can be used with customer engagement apps

Get started with Dynamics 365 Sales

• The Dynamics 365 Sales application and how organizations can use it.
• Core elements of the application and how to navigate within it.
• Management of customers in the application, and how to work with in-app marketing features.

Set up and configure Dynamics 365 Sales

• Learn about the key features of Dynamics 365 Sales and how it can help your organization.
• Configure key settings that organizations should customize when setting up the application.
• Set up the included security roles for sales users.

Manage leads with Dynamics 365 Sales

• Examine the lead qualification process in Dynamics 365 from beginning to end
• Identify the different options that are available for creating and defining leads
• Use business process flows to manage the lead lifecycle
• Qualify and disqualify leads

Manage opportunities with Dynamics 365 Sales

• Identify scenarios where opportunities can be used.
• Create and define opportunities.
• Work with related opportunity records
• Manage an opportunity throughout its lifecycle.

Manage and organize your product catalog with Dynamics 365 Sales

• Set up unit groups to help control how products are sold
• Create product family hierarchies that include product bundles andvindividual products
• Set up product pricing data by creating price lists and price list items
• Use discount lists to provide volume discount pricing

Process sales orders with Dynamics 365 Sales

• Define quote records for opportunity records
• Work a quote through its entire lifecycle
• Add and revise quote product line items
• Deliver quotes to customers

Configure forecasts in Dynamics 365 Sales

• Configuration of forecasts based on specific needs.
• Available forecast management and advanced configuration options.
• Available premium forecasting features.

Manage relationships with relationship selling in Dynamics 365 Sales

• Discover best practices
• Manage relationship health with Sales Insights
• Recognize features of Sales Navigator

Analyze Dynamics 365 sales data

• Review analytical options
• Describe searching tools
• Utilize Power BI to view data
• Analyze data

Set up Sales accelerator in Dynamics 365 Sales

• Learn about the Sales accelerator and what it does.
• Explore how to set up Sales accelerator.
• Examine how to manage access and record types.
• Discover how to customize the workspace.
• Learn how to set up filtering and sorting.
• Learn how to add the Up next widget to forms.

Create sales sequences with Sales Insights

• Create a basic sequence.
• Connect a sequence to a record.
• Disconnect a sequence from a record.
• Edit a sequence.
• Establish a flow to automatically connect sequences to records.

Work with segments in Dynamics 365 Sales accelerator

• Examine how to create and activate segments.
• Explore how to connect segments to sequences.
• Learn how to view the details of a segment.
• Explore how to manage a segment, including how to edit, change the priority, deactivate, or delete a segment.

Work with assignment rules in Dynamics 365 Sales accelerator

• Discover the different options that are available for assigning lead and opportunity records.
• Explore how to specify which sellers can have records assigned to them.
• Examine what seller attributes are and how to create them.
• Learn about seller availability and how it impacts record assignment.
• Examine how to create and activate assignment rules.
• Explore the options that are available for managing rules.
• Learn how to manage unassigned records.

Engage with customers through text messages in Dynamics 365 Sales

• Explore the available text messaging capabilities in Dynamics 365 Sales.
• Learn how to set up a text messaging provider.
• Discover how to edit phone numbers.
• Explore how to add the text message option to forms.
• Learn how to work with text messages.

Define and track individual goals in Dynamics 365 Sales and Customer Service

• Create and manage individual goals
• Use Parent and Child goals
• Monitor goal progress

Use goal metrics in Dynamics 365 Sales and Customer Service

• Determine with metrics are needed to build efficient customer service goals
• Modify Fiscal Year settings to align goal progress
• Define Goal Metrics for an Organization
• Create custom Roll-up columns and Queries

Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

• Integrate email with Microsoft Dataverse to show emails as activities in Dynamics 365 applications and model-driven apps.
• Examine server-side synchronization and learn why it matters in Power Platform implementations.
• Review and set up document management options that are available through Microsoft SharePoint.
• Learn about the app for Outlook and how to deploy it.
• Tailor the app for Outlook.

Get started with the Dynamics 365 Sales mobile app

• Learn how to deploy and use the Dynamics 365 Sales mobile app.
• Manage records.
• Customize form views.
• Set up push notifications.