MB-210T01: Microsoft Dynamics 365 Sales Training

MB 210T01: Microsoft Dynamics 365 Sales Training is aimed at providing current and potential clients more effectively. This training helps professionals gain skills in Dynamics 365 Sales and configuration.

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| MB-210T01: Microsoft Dynamics 365 Sales

Course Overview

Note: This course is scheduled to retire on November 29th, 2024. Below are the suggested replacements

MB 210T01: Microsoft Dynamics 365 Sales Training is for Customer Engagement with regard to sales training professionals. This course provides knowledge and skills to manage current and potential clients prominently.

This technical course provides a core understanding of tracking data against sales and automation of best practices by utilizing MS Dynamics 365 for sales. From transforming a lead opportunity to a closed one, this training provides a basic understanding of all the essential elements, including leading methodologies. As a result, this enables staff to be extremely productive by using customization options and available automation.

After completion of this course, professionals will be fluent in handling consumer records and using the analytics tool with consumer data.

This training is designed based on the objectives of the course variant MB-210T01-A.

Mode of Training

🏫 Classroom 💻 Live Online 🧪 Blended 👨‍👩‍👧‍👦 Private Group

What you will learn

Installing and configuring the application
Identifying common sales solutions
Completing a sales cycle
Configuring product catalog
Managing customer records
Utilizing analytics tools to analyze customer data

Who Should Attend This Course?

This course is intended for professionals pursuing to become Dynamics 365 Customer Engagement Functional consultants.
Professional working in this position is responsible for configuring applications and solutions, determining and translating requirements, and engaging stakeholders.
These professionals are also responsible for implementing a suitable solution using service and application integrations and codeless extensibility.
Given below are professionals who can use Microsoft Dynamics 365 Sales Training to upskill their current positions:
- Sales Operations Specialist
- Business Analysts
- Dynamics 365 Consultant
- IT Professionals
- CRM System Administrators
- Sales Managers and Executives

Prerequisites

A basic understanding of business applications, and the desire to customize and implement them for your business.
Basic Computer Knowledge is a must.
A basic understanding of Dynamics 365 model-driven applications and the Power Platform.

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📘 MB-210T01: Microsoft Dynamics 365 Sales Outline

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

Lessons

Configure organization and management settings

Lab : Lab 1.1: Validate lab environment

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 through the lead lifecycle.

Lessons

Manage leads with Dynamics 365 Sales
Manage opportunities with Dynamics 365 Sales

Lab : Lab 2.1: Manage customers

After completing this module, you will be able to:

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

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

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

Lessons

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

After completing this module, you will be able to:

Use rollup columns to define sales metrics.
Track individual goals for sales and teams.

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

Lessons

Analyze data in Dynamics 365 Sales
Analyze data with Power BI

After completing this module, you will be able to:

Analyze sales data using out-of-the-box Dynamics 365 tools
Configure charts and dashboards to view sales data
Use Power BI and Power BI template apps to analyze data

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.

Lessons

Configure Sales Insights

After completing this module, you will be able to:

Set up and configure Sales Insights
Work with Assistant studio
Configure productivity intelligence
Configure Connection insights
Configure predictive models

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

Lessons

Create a survey project with Dynamics 365 Customer Voice
Create surveys with Dynamics 365 Customer Voice
Send Dynamics 365 Customer Voice surveys

After completing this module, students will be able to:

Set up survey projects to organize and create surveys
Create a survey with variables and entities
Send Dynamics 365 Customer Voice surveys using multiple modalities

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